Three calls to find the right person
Reception, accounts, management: before discussing the contract, you need to know who signs it and when it ends. That's most of your brokers' time.
Businesses in your file are called before their contract ends, the decision-maker is found, bills are requested by text with a link, and the appointment is booked with the broker. The others are classified, with the date to call them back.
Reception, accounts, management: before discussing the contract, you need to know who signs it and when it ends. That's most of your brokers' time.
The appointment is booked, but the bill never arrives. The broker chases, the analysis waits, renewal approaches.
Every contract has its date. Calling too early is useless, too late as well, and nobody keeps that calendar by hand.
During the office hours you set. The agent asks for the person in charge of energy, takes their name and the best time to reach them.
Current supplier, end date, sites concerned: the agent asks your questions and notes when to call back if it's too early.
By text or email, with a link to send them as photos. What arrives is filed on the record, what's missing is chased.
In their calendar, with a reminder. Or as a live transfer if the contact wants to talk right away.
The broker spends the morning looking for the right contact.
They receive an appointment with the person who decides.
The bill is chased by hand.
It is requested by text and chased until it arrives.
Renewal dates live in a spreadsheet.
Every business is called back on the recorded date.
Nobody knows which file pays off.
Every file has its results, call by call.
It says what you write for it. By default, it takes the information and leaves the comparison to the broker.
That's the simplest case: the agent calls during office hours, gets past the switchboard and notes who decides. You choose the file and the hours; every call is recorded.
The agent introduces itself as your firm's assistant and never pretends to be a person. If asked, it confirms it.
The agent minute at the Pricing page price, counted per second. What we connect around it is quoted once you've chosen what you need.
We'll reply with the journey we'd set up for you and a per-minute worked example.