Blog

March 09, 2020

BrokerX Releases E-Sign Contract Feature

BrokerX releases a new feature that is set to accelerate the retail energy sales process for Energy Brokers. Now while using the BrokerX platform, Energy Brokers can go from price quote to generated e-sign contract in less than 60 seconds.

Today we are excited to announce the release of our E-Sign Contract Feature, which is the next step for us towards executing on our vision of digitizing and streamlining transactional efficiency for energy brokers and suppliers.

Agents and Energy Brokers can now have complete confidence that when they submit a matrix contract, it’ll meet all of that suppliers requirements and the customer contract will be accepted.

Below is a step by step guide on how BrokerX is changing the retail energy market by being at the forefront of creating the digital intersection that’s uniting Agents, Brokers, and Suppliers!

Input Customer Information

Input Customer Information

Add Utility Account Information

Add Utility Account Information

Request Customer Usage

Request Customer Usage

Usage Data Returned

Usage Data Returned

Request Supplier Pricing

Request Supplier Pricing

Supplier Pricing Returned

Supplier Pricing Returned

Email Customer Polished Pricing Proposal

Email Customer Polished Pricing Proposal

Email Customer Polished Pricing Proposal

Email Customer Polished Pricing Proposal

Email Customer Polished Pricing Proposal

Email Customer Polished Pricing Proposal

Select Contracted Rate

Select Contracted Rate

Generate Contract

Generate Contract

Request Digital Signatures

Request Digital Signatures

Review and Sign Customer Notification

Review and Sign Customer Notification

Customer Signed Notification

Customer Signed Notification

Customer and Supplier Signed Notification

Customer and Supplier Signed Notification

Executed Contract

Executed Contract

E-Sign Audit Certificate

E-Sign Audit Certificate

Customer Renewal Task Automated

Customer Renewal Task Automated

LOOKING FOR ALL FEATURES WITHIN A SINGLE PLATFORM?

BrokerX is revolutionizing the retail energy industry by creating the first digital intersection that uniting agents, brokers and suppliers. Our fully-featured technology platform is designed from the ground up to service agents and energy brokers. It’s proven to shorten the retail energy sales cycle by increasing transaction efficiency, optimizes quoting and contracting processes, reconciles commissions and so much more. Agents and Energy Brokers that are using the BrokerX Platform have generated a ROI in as little as 10 days! Request your FREE 30 DAY TRIAL TODAY!

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