For solo brokers · Bronze & Silver
Run your own book like a brokerage.
One place for every lead, meter, contract end date and callback, with your commission worked out the way you actually get paid. From £39/month ex VAT.
A day on Energen
From the morning briefing to money in the bank.
- 08:30
Your day, briefed
The dashboard reads your diary and pipeline and tells you what matters first: the price walkthrough at 10, the contract to chase at 11:30, the LOA to send before 2.
- 10:00
Open the deal, not five tabs
Contacts, stage, CED urgency, every site and meter, documents, tendering and activity all sit on one deal card.
- 13:00
Bill in, details out
Upload a bill on the Energy tab. AI reads the supplier, MPAN/MPRN, rates and contract dates into the meter record for you to check.
- 16:00
Know what you’ve earned
Close a deal and the commission tracker works out your cash value, bracket and payout date using your own rules.
Pipeline
Every stage, from New Lead to Live.
See your whole book on a board or in a table. Each card carries the CED, interest level, supplier and quick actions to call or schedule.
- Stages built for energy: Bill Received, LOA Requested, LOA Signed, Tendering, Prices Out, Contract Out
- CED urgency so renewals don’t slip past
- Callbacks and follow-ups land in your diary
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.
- New Lead
- Contacted
- Bill Received
- LOA Requested
- LOA Signed
- Tendering
- Prices Out
- Contract Out
- Live
Harbourside Print Co
Next action Call the finance manager to introduce yourself
The deal card
Everything about a customer, on one card.
Details, Energy, Documents, Checklist, Tendering, Activity and Campaign tabs keep the whole deal together, so you never hunt for the LOA or the last bill.
- CED countdown with urgency levels from nurture to critical
- AI recommended next step, with stage and interest right underneath
- Every meter with supplier, spend, unit rate and CED
- AI bill upload straight into the meter record
Commission tracker · Silver
See what every deal pays you, before payday.
Each closed deal records your role, split, cash value, bracket and commission. The quarter view shows what’s due on the next paycheck, your bracket boost and what unlocks the next bonus.
CCL & VAT
Show charities and qualifying users what relief could be worth.
For qualifying customers, Energen reads the meter data and works out potential CCL reclaim, CCL savings and the VAT difference over the contract. Outputs are for you to review before you present them.
Eligibility depends on each customer’s circumstances. Check current HMRC guidance.
FAQ
Questions solo brokers ask.
Which plan do solo brokers usually start on?
Bronze (£39/month) covers the pipeline, diary, meters and CCL/VAT calculator. Silver (£69/month) adds the commission tracker and forecasting, which most solo brokers want once they are closing regularly.
Can it handle multi-site customers?
Yes. Each customer can hold several sites and meters, electricity and gas, each with its own MPAN or MPRN, supplier, spend and contract end date.
My commission rules are unusual. Will it cope?
The tracker works with roles, splits, brackets, nominations and clawbacks. A one-off commission setup call (£150 for individuals) configures it around how you actually get paid.
Do I have to move everything over at once?
No. Most people start by uploading their live pipeline from a CSV, then add meters and commission history as they work.
See your own book in Energen.
We’ll walk through your pipeline, meters and commission rules on a short call.