Creating contracts and updating pricing from several suppliers can be a time-consuming and error-stricken process. With BOX’s My Service Cloud (MSC), independent energy brokers get instant access to powerful cloud-based energy broker software to help streamline and automate essential tasks.
MSC is a holistic back-office solution that takes care of many administrative items such as pricing, contract creation, DocuSign integration, commission tracking, and automated contract renewal management so you can get the job done faster and easier than ever before.
All of the Best Energy Broker Platform Features with NO MONTHLY FEES
PRICING
Multi-Supplier Pricing
Auto Matrix Processing
Email Pricing Requests
Supplier Portal Integration
Search by Contract Term
Tax and Commissions
COMMISSIONS
Project Future Commissions
Track Flowing Meters
Track Dropped Meters
Multiple Payment Options
Combined Commission Files
Dedicated Commissions Team
PROPOSALS
Custom Quotes
Generate Multiple Quotes
Include Term Sheets
Email Estimated Savings
Branded Quotes
Easy Re-Quotes
CONTRACTS
Request LOE
Request LOA
Generate Supplier Contracts
Generate PDF Contracts
Auto Supplier Contracts
DocuSign Integration
Backed by Access to a World-Class Support Team
With Broker Online Exchange, you get a dedicated account manager who is committed to your success and available to provide insights, market conditions, sales strategy and more.
Leads Pipeline
Track, monitor, and organize your leads to have knowledge of where each one is at in the sales process
Contracts Pipeline
Keep all of your contracts organized and easily move and track them along the contract journey
Contract Renewals Pipeline
Help inform your customers of upcoming renewals with automated contract generation