Offer your best energy
deals to customers
Excite your business clients with instant energy price quotes and expert consulting services using a powerful utility brokerage software.
KEY CHARACTERISTICS
Configurable layout
Customizable design
User-friendly UI
Suitable for multiple home services
Secure Sign-Up/Log-In
Integration with
other systems
Features
Manage quoting with a service mindset
The energy broker system is suitable for utility suppliers, energy consultants and brokers to quote services such as gas, electricity, water. Our B2B acquisition portal offers dashboard administration, great functionalities and customer status overview. Users can manage effortlessly detailed client information on invoicing, payments and energy quotes.
- Automated pricing of supplier tariffs
- Smooth generation of contracts
- Automated switching process
Features
Run successful energy brokers
To drive more sales and keep track of progress, users with management assigned roles can create targets and tasks to their agents, as well as schedule notifications and alerts. You can accumulate automatically customer information from the broker portal into your CRM database, which will help you keep valuable sales data accurate and up-to-date.
- Quotes activity history
- Overview on meter points consumption
- Annual energy usage
Features
Gain flexibility with price quotes and energy contract management
Gas and electricity contract management lifecycle is fully completed with the possibilities to create the agreement, manage contract renewals and configure the pricing rules. The ability to generate multi-site price quotes for utility suppliers and to build a sales pipeline for leads management is what makes the energy brokerage software a very powerful reseller tool
- Track and manage utility contracts' status
- Configurable pricing rules for gas, electricity, water services
- Real-time reporting
Features
Accurate broker commission invoicing for utilities
Our objective to establish a transparent financial relationship between brokers and suppliers is centered around a dependable commission invoicing system for timely payments. To ensure accurate record-keeping, our innovative feature calculates commission fees based on invoice frequency and payment status, all while maintaining proper documentation for the services rendered.
- Invoice generation for commission due
- Pricing tariff management
- Energy broker commission reporting
Service business clients with a value-added approach
Grow your utility business in B2B sales with a simple yet effective, AI-powered customer acquisition software. Methodia’s industry know-how, innovative digital management solutions and 10+ years of specialized market experience will help you improve your utility consultancy and customer services.
OUR OFFERING
Win customers with fast and accurate energy quotes
Attract and engage your B2B customers with a deeper understanding of their consumption habits and demands. Our affordable sales solution, designed to fit to any supplier and broker’s requirements, provides custom-made features to optimize your quoting tasks, help you offer better savings to clients and efficiently manage account information.
See our other customer-centric products for B2B and B2C management:
Frequently Asked Questions
What functionalities does the energy broker software offer?
The energy broker software offers comprehensive features like energy procurement, contract creation, commission management, real-time monitoring, and transaction settlement.
Is the software capable of handling multiple utility commodities?
Absolutely, the software effectively manages broker services across multiple utility areas such as electricity, gas, water, telecom and insurance services.
How does the broker portal handle complex pricing structures and billing cycles?
Our software provides flexibility in billing structures, supporting both fixed-rate and variable-rate pricing models. Billing cycles can be customized based on the preferences of the utility supplier, with the most common options being monthly and quarterly cycles.
How does the software facilitate commission invoicing?
The software streamlines commission invoicing for utility suppliers, providing a seamless process for calculating and automatically distributing commissions owed to brokers.
FULL-MANAGED SERVICES
Our cutting-edge utility products come with years of industry expertise
With strong industry credentials and the diversity of customers we’ve had over the years, we leverage our know-how, hands-on experience and solutions to provide significant value for your business.
- Match your budget & infrastructure needs
- Full automation of order-to-cash business processes
- Consultancy, Training & Localization needed for your success
