Energen

Brokerage intelligence

Your energy brokerage. One connected workspace.

Manage deals, commission, outreach and bill analysis in one place, built by a broker who knows the work behind every contract.

Designed for UK energy brokers and TPI teams.

Energen dashboard showing 22 active leads, £20,200 quarter-to-date cash, today’s diary and an AI briefing
Calder Valley Packaging 4 meters · AQ 968,000 kWh
Stage: Prices Out

Too many tools. Too much follow-up to remember.

Pipeline in one system. Commission in a spreadsheet. Outreach in another tool. Contract end dates in someone’s diary. Energen brings the daily work together so the next action is easier to see.

6 places to check today

  • Generic CRM Knows the lead, not the meters
  • Commission spreadsheet Splits worked out by hand
  • Separate email tool Outreach nobody else can see
  • Paper or Outlook diary Contract end dates slip past
  • Inbox full of bills Rates typed in by hand
  • CCL / VAT workings A new calculation every time

1 workspace with Energen

EnergenCalder Valley Packaging
  • Pipeline with every site & meterreplaces generic crm
  • Commission trackerreplaces commission spreadsheet
  • Email Hub & Outreach Queuereplaces separate email tool
  • Diary & CED urgencyreplaces paper or outlook diary
  • AI bill analyserreplaces inbox full of bills
  • CCL & VAT calculatorreplaces ccl / vat workings
Next action Teams call at 10:00 · price walkthrough

Three ways to run on Energen

Start with your own book. Grow into the whole brokerage.

The same platform scales from one consultant to a team, then to a white-labelled operating system for the firm.

01 Solo broker Bronze · Silver

Run your own book properly.

Every lead, meter, CED and callback in one pipeline, with your commission worked out the way you get paid.

  • Deal card with every meter, MPAN and contract end date
  • Callback diary and AI daily briefing
  • Commission tracker with your splits and brackets (Silver)
Deal panel showing four meters for a multi-site customer
See the solo view
02 Team & ops manager Gold · Platinum

See the whole brokerage at once.

Role-based access for lead generators, closers and managers, shared outreach, and one view of pipeline and commission across the team.

  • Ops Manager, Manager, Closer, EC and Lead Generator roles
  • Team funnels, performance and leaderboards
  • Email Hub, Cold Calling and Outreach Queue (beta)
Performance page with pipeline and active leads funnels
See the team view
03 Brokerage owner Enterprise + white-label

Your brand on the full engine.

Every module including AI Deal Road Maps, with the option to run the platform under your firm’s own name, logo and web address.

  • Full Engine: AI deal plans and Learning Log (beta)
  • 300 bill analyses a month, priority support
  • White-label add-on, priced on a call
AI Deal Road Map with people map, qualification and risks
Explore Enterprise

For the solo broker

Every deal, down to the meter. Every stage, in view.

Open a customer and everything is there: contacts, stage, CED urgency, every site and meter with its supplier and spend. Step back and the whole book sits on one board.

Deal card for Calder Valley Packaging: critical CED warning, AI recommended action, then pipeline stage and interest level
  1. 96 days to contract end: flagged critical
  2. AI tells you the next best move
  3. Stage and interest, right at the top

Deal card. CED urgency, the AI’s next best move, then stage and interest. What matters is at the top.

Energy tab listing four meters with supplier, annual spend and contract end date, plus AI bill upload
  1. Drop a bill: AI reads it into the meter
  2. Total spend and earliest CED across all meters
  3. Every meter with supplier, spend and CED

Energy tab. Each meter with its supplier, spend and CED. Upload a bill and AI reads it in.

Pipeline board with leads in New Lead, Contacted and Bill Received, each showing CED, supplier and quick actions
  1. Every lead with CED, interest and supplier
  2. One click to call or schedule
  3. Stage counts at a glance

Pipeline. Every lead from New Lead to Live, with CED, interest and supplier on each card, and one click to call or schedule.

Pipeline demo

Move a deal forward. Keep the next step visible.

See how a lead moves from first contact to live contract, with the key details and estimated commission in view.

Demo data
  1. New Lead
  2. Contacted
  3. Bill Received
  4. LOA Requested
  5. LOA Signed
  6. Tendering
  7. Prices Out
  8. Contract Out
  9. Live

Harbourside Print Co

2 sites · 3 meters · AQ 120,000 kWh · CED 14 Nov 2027

Next action Call the finance manager to introduce yourself

Estimated commission Not yet counted 120,000 kWh × 3p × 3 years, counted once the contract is live

Bill analyser

See what a bill can tell you.

Drop a bill onto a deal and Energen reads the supplier, meter, rates and contract dates into the record for you to check. No more typing rates off a PDF.

The sample runs in your browser. Nothing is uploaded.

⬆

Drop energy bills here

PDF, JPG or PNG

Reading supplier…

Supplier
Northwind Energy
MPAN
19 •••• •••• 0412
Annual consumption
142,000 kWh
Unit rate
26.4p/kWh
Standing charge
92p/day
Contract end date
14 Nov 2027
CCL on bill
Charged
VAT rate on bill
20%
Illustrative example

A 2p/kWh lower unit rate on 142,000 kWh would be about £2,840 a year before standing charges. Check CCL relief and VAT eligibility before quoting.

For teams & ops managers

Run the brokerage, not five separate systems.

Give operations managers one view of pipeline, follow-up, commission and team activity, without taking detail away from the consultants doing the work.

  • Roles for Ops Manager, Manager, Closer, Energy Consultant and Lead Generator
  • Lead generator / closer splits calculated on every deal
  • Team funnels across the pipeline and specialist campaigns
  • Publishable leaderboards and shared outreach
Performance page showing team members, pipeline leads, live deals, total contract value and pipeline funnels
  1. Total contract value across the team
  2. Pipeline funnel by stage
  3. Specialist campaign funnel

Live AI · try it now

Watch Energen write your next first email.

Give it your firm and a prospect. Inside the app it writes from your own case studies, services and tone.

Who are you writing to?
Tone

New message

Subject Your email will appear here

Fill in your firm and pick who you’re writing to. Energen drafts a first email the way it does inside the app, from your services and your voice.

FAQ

Questions brokers ask before switching.

Is my brokerage’s data kept separate from other firms?

Your firm’s records are only visible to your own team, with role-based access inside the firm. Before you go live we walk you through exactly how your data is held, separated and exported.

Does it work with Outlook?

Yes. Drafted emails open in Outlook with the recipient, subject and body filled in, so you review them and send from your own mailbox.

What are the monthly bill caps?

Each plan includes a number of AI bill analyses per month: 20 on Bronze, 40 on Silver, 80 on Gold, 150 on Platinum and 300 on Enterprise.

Which team roles are there?

Ops Manager, Manager, Closer, Energy Consultant and Lead Generator. Each role sees what it needs, and Ops Managers control who sees what.

How does billing work, and is there an annual discount?

Plans are billed monthly, or annually with two months free. Team plans are per seat with a three-seat minimum. All prices exclude VAT.

Can I try a higher plan first?

Yes. From the Plans & Upgrades page in the app you can request a free 7-day preview of a higher plan.

What does white-label include?

Enterprise customers can run the platform under their firm’s name, logo and web address. Scope and price are agreed on a call. See Enterprise & white-label.

This intake’s partner offer

Save 40% on your first year, with everything set up for you.

Join the Energen list to unlock partner pricing.

  • 40% off your first 12 months, paid upfront
  • £495 setup: emails, commission, knowledge base
  • £395 Active Leads + Performance for a year
  • 1–2 weeks done-for-you onboarding

Unlock the partner offer

No card needed. Your offer is held for this intake.