CRM & Lead Delivery Built for Energy Brokerage Firms

Supplier Access Is a Bottleneck: Over Half of B2B Utility Business Flows Through Brokers You're Competing With

Over half of B2B utility supplier business is sourced through brokers, yet securing and maintaining direct supplier relationships remains one of the hardest parts of running an energy brokerage. Suppliers like Constellation, ENGIE, and NextEra put brokers through long, detailed application processes with strict qualification requirements and selective approval. While you wait on supplier approvals and negotiate commission structures, the commercial and industrial prospects you paid to reach go cold. In deregulated markets where Price to Compare (PTC) analysis and Block + Index products win deals, the broker who contacts the prospect first — with AQ data in hand — controls the contract.

Residual Commission Cash Flow Squeezes New Brokerages While Deals Sit in Limbo

New energy brokers are typically limited to standard monthly residual commission payments, while established brokerages negotiate upfront or advanced payment terms. That creates real cash flow strain: you're covering lead acquisition, licensing, and bonding costs across the 16+ U.S. states that require broker licensing — all while waiting on residual commission payments and self-billing invoices from suppliers to clear. Every week a qualified commercial lead sits uncontacted is a week your Load Following or Block + Index contract sits unsigned, delaying the very commission payments your cash flow depends on.

Multi-State Regulatory Compliance Burden

Over 16 U.S. states require energy broker licensing, each with unique requirements, ongoing reporting, and administrative overhead for license applications, renewals, and bonds Over 16 U.S. states currently require some sort of licensing

Faster Contact, Higher Conversion

Speed-to-lead built for commercial energy sales: every delivered lead gets AI voice, SMS, and email follow-up inside a five-minute window, 24/7 — qualifying intent on commercial accounts, gathering usage and AQ data context, and booking the consultation while the prospect is still comparing supplier offers. Included with every lead, never an upsell.

Contacting a lead within five minutes makes contact roughly 100x more likely than at thirty minutes, and of buyers choose whoever responds first.

Fully Compliant Lead Delivery

Compliance-ready lead delivery for a licensed industry: every lead arrives with a full consent record — disclosure text, timestamp, IP address, and the named contacting party — attached before it hits your CRM. Lists are DNC-scrubbed before any outbound contact, and opt-outs are honored immediately and permanently across SMS, voice, and email. Critical when PUC reporting standards and multi-state licensing demand a documented trail.

Every lead carries a consent record: disclosure text, timestamp, IP address, and the named contacting party.

Lower Cost Per Qualified Lead

Reactivate the commercial accounts you already paid for: connect or upload your opted-in dormant CRM list — past prospects who never signed a contract or clients whose terms are approaching Early Termination Fee windows — and a multi-channel AI sequence (SMS first, voice follow-up, email backup) re-engages and qualifies them before pushing them back into your CRM. Priced per qualified reactivation at 60–below new-lead cost.

Typically 8–of a dormant database re-engages, at 60–below new-lead cost.

Define Your Niche and Goal

Tell us your niche (e.g., commercial electricity, natural gas) and whether you want exclusive leads, dead list reactivation, or both — we tailor the approach to your brokerage model

We Source and Qualify

We source fresh exclusive leads or run a DNC-scrubbed, multi-channel AI sequence across your opted-in database — each lead is qualified and consent-recorded before delivery

Leads Land in Your CRM

AI follows up via voice, SMS, and email within five minutes — then leads land in your CRM with full consent trails, ready for your team to act