Broker Application for Retail Energy

Cloud-based application that manages the full retail energy contract lifecycle, with cashflow management at its core.

Application Features


The Joule Broker App gives retail energy brokers the tools necessary to manage the entire retail energy contract life-cycle. Through the platform, brokers can interact with customers, verification companies and suppliers.

Joule Broker Application Features

Dynamic Security

Fine tune user access, so users only see what is needed to get their job done. Joule Broker's progressive security, makes content more restricted as the lifecycle progresses.

Workflow-driven

The focus on workflows makes it easier for users to do their job. When they are done with their job, the system will seamlessly send the deal to the next user, based on the workflow engine.

Workflow Queues

Joule Broker implements processing queues for a variety of users, to help to manage the various workflow steps. Queues are used extensively throughout the order processing workflow, to keep track of each enrollment order, as it moves from stage to stage.

Remote Access

Since Joule Broker is cloud-based, users can work from anywhere. However, sometimes you want to restrict user's access just to a specific office...well, Joule Broker can do that too.

Internal Messaging

Email is still used internally by a lot of companies. Joule Broker takes advantage of internal messaging to better coordinate users, because messages and context are stored together.

BROKER APPLICATION MODULE

Lead Management


Without a steady flow of new leads, a company's sales will dry up. Lead Management allows companies to manage those valuable leads, ensure they are not duplicates or related to exiting customers. If needed, it can also mark leads local or national DNC.

BROKER APPLICATION MODULE

Opportunity Management


Once a lead is qualified, it is converted into an opportunity, so closers can start working their magic. The Opportunity Management Module makes easy for closers to work on new, add-on and renewal opportunities.

BROKER APPLICATION MODULE

Order Management


After a sales rep closes a sale, there is the minor task of processing that enrollment order, so that it is accepted and booked by the supplier. Ok, maybe this isn't a minor task, because if this is not done correctly, the entire sales effort could have been wasted.

BROKER APPLICATION MODULE

Customer Service


After the enrollment order is approved and booked with the supplier, brokers need to stay engaged with customers to ensure the enrollments go full-term, so full commissions are paid. Brokers also need to update enrollment dates and statuses, so renewals can be processed without gaps or errors.

BROKER APPLICATION MODULE

Order Renewal Management


It is always easier and cheaper to renew existing customers, than selling to new customers. A strong customer service department will make all the difference in the world, to accurate and timely renewals. The only thing worse than not renewing an order, is renewing an order that causes an ETF. You know it happens!

BROKER APPLICATION MODULE

Cash Flow Management


After the enrollment order is approved and booked with the supplier, brokers need to stay engaged with customers to ensure the enrollments go full-term, so full commissions are paid. Brokers also need to update enrollment dates and statuses, so renewals can be processed without gaps or errors.