Automated Contract generation ensures all your business rules are followed.
Contracted load is reported in real-time to purchasing and traders to maximize market opportunities.
EFL generated for each Small Commercial contract to comply with PUC requirements (Texas Markets).
Upload counter signed contracts and support documents to portal.
Identify and control your renewals with auto renewal generation.
Real-time integration with credit bureaus. Automated approvals based on your companies specific credit criteria.
Escalation for manual approvals based on your business guidelines.
Potential Loss report tracking and administration.
Damages calculation for breaches and/or estimates requested by customer.
Breach notifications and damages notification to billing.
Quote seamlessly across multiple channels, for multiple products and TDSPs. Automated Letter of Authorization generation, submittal to TDSP and historical usage data importation.
Dynamic margin management allows you to customize your quote for each client to maximize your margin on each contract.
Update pricing models any time of day. All changes or adjustments are instantly reflected in all sales channels.