Electronic Enrollment

The ultimate user experience for energy enrollments

Speed up your entire retail energy enrollment system and greatly improve the accuracy of the applications by eliminating data re-entry and lost papers. Multiple need-specific software checks validate the data during the enrollment process.

Field Features

Partial Enrollments

Reps can start energy applications on the tablet and trigger a follow-up sequence to the customer to finish enrollment at a later time. This is perfect for retail locations where customers typically don’t have access to their utility account number.

Always online

With 4G/LTE enabled on all tablet devices, all enrollment data is encrypted and automatically uploaded to secure servers.

Secure and Backed Data

Schedule real-time or batch data from our secure, dedicated servers and feed them directly into client’s database system

Fraud Prevention

Seamless Brand Experience

The digital application is whitelabeled with the client’s brand logo, look-and-feel and any other visual representations of branded assets

Fraud Prevention

GPS coordinates of the enrollment correspond with the field representative real-time location

Digital Wet Signature

Tablet touch-screens allow customers to sign directly on the screen

SEE OUR OTHER CRM SOFTWARE PRODUCTS