PLATFORM / RENEWAL MANAGEMENT
Make the next conversation happen sooner.
Surface upcoming expirations and organize renewal opportunities by priority.
Explore PartnershipChoice.
Control.
INSTANT PRICING
Find the relevant offers, without the disconnected spreadsheets.
Filter matrix offers by state, utility, supplier, product, term, and usage profile.
Explore instant pricingProduct concept · Features and access confirmed during onboarding.
Sample rates only. Not offers or market benchmarks.
Instant Pricing
Filter matrix offers by state, utility, supplier, product, term, and usage profile.
CRM
Connect companies, contacts, opportunities, utility accounts, meters, and activities.
Quote Comparison
Compare terms, products, price components, and supplier responses in a consistent view.
Proposal Builder
Turn eligible supplier offers into professional customer proposals.
Contract Management
Track documents, terms, products, signature progress, and contract expiration dates.
Commission Tracking
Reconcile projected and actual commissions with the accounts and contracts behind them.
Renewal Management
Surface upcoming expirations and organize renewal opportunities by priority.
Reporting
Review activity, pipeline, portfolio volume, and team performance.
YOUR NEXT MOVE STARTS HERE
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your energy strategy?
Whether you’re purchasing commercial energy or building a brokerage,
bring your next opportunity into focus.