Electronic Enrollment
The ultimate user experience for energy enrollmentsSpeed 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
STREAMLINE YOUR ENERGY SALES
Contact us today to see how we can help your team.