The retail energy broker's day, finally housed in software designed around it. Customer book, RFP pipeline, supplier quotes, awards, and renewals — every part of the deal lifecycle, connected.
It works — until it doesn't. The deals slip through cracks created by the tools, not the people. Most retail energy brokers are still piecing together a workflow from spreadsheets, supplier portals, inboxes, and a pile of PDFs in a shared drive nobody trusts.
Switchboard exists because the broker's day deserves better.
The customer call you forgot was overdue, because the calendar reminder fired one week too late. Account expired Tuesday. Customer called Friday.
Outbound supplier emails. Inbound supplier replies. Quote spreadsheets. Award decisions. None of them connected. Each handoff is a place where data goes missing.
Build the comparison spreadsheet. Color-code the lowest rate. Forget which term you're sorting by. Restart. Every. Single. Time.
The proposal you send your customer was assembled from a Word template at 11 PM. They can tell. So can their CFO.
Brokers who put their book into Switchboard report the same shifts within their first week. Not abstract benefits — specific, measurable ones.
The hours you used to spend rebuilding a comparison sheet, hunting through inboxes for that one supplier reply, or copy-pasting account data into a proposal template. That time stops disappearing.
One dashboard tells you what's expiring in 90 days, what's already in market, what's quoted but not awarded, and what's awarded but not signed. The state of your book, on one screen.
Proposals that look like your customer hired a real broker, not a guy with a Word template. RFP packets suppliers actually want to bid on. Renewal reminders that go out before the expiration, not after.
Each module handles one part of the broker's day. They share the same data — change a customer's name once and every contract, RFP, quote, and proposal updates with it.
The single source of truth for who you serve and what they buy. Customer profiles roll up to portfolio views; service accounts carry utility, supplier, term, rate, and load data.
From RFP creation to supplier packet to status workflow — all bound to the customer and account records. No more orphaned RFPs floating in someone's draft folder.
Per-supplier modal with rate-per-term inputs. The lowest rate per term gets auto-highlighted across the comparison. No more manual spreadsheet color-coding.
Every supplier × term combination ranked and sorted. The lowest is starred. Click to lock it in — supplier, term, rate, and award date are now part of the contract record.
Five-column pipeline view (Identified → In Market → Quotes In → Awarded → Renewed) with cohort grouping by customer × expiration quarter. The renewal you forgot to chase is impossible to forget.
Six-page newsletter-style decks generated from your customer's portfolio data. Branded with your logo, savings calculated against state averages, market intelligence per state included.
An illustrative day for a broker running a 12-customer book through Switchboard. Times are illustrative; the workflow is real.
7 renewals at risk, 3 RFPs awaiting quotes, 1 awarded contract pending signature. The day has a triage list before coffee.Sent. Bid-due date set: +5 business days.$0.0742/kWh. Generate proposal → 6-page branded deck with savings vs. state average, signed-rate page, contract terms, and market commentary. Send to customer. Renewal moves to Awarded.Renewed. The next cohort lights up in the Kanban — Octapharma's accounts, expiring in 60 days. Tomorrow's triage list is already built.Switchboard is purpose-built. No bolted-on supplier modules pretending to be a broker tool.
Sign in to begin. Upload your customer book in five minutes. Start running RFPs by lunch. The next renewal you save more than pays for the time you spent setting it up.
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