Enrollment Processing

Enhanced Enrollment Processing

Signup and enrollment of new customers is easy. Enersoft’s enrollment platform has special features that ensure new enrollment goes smoothly and without delay.

  • System allows for batch and single enrollment
  • Automatically tags customer enrollment with the correct rate plan and commission rate for its vendor or sales person.
  • Immediately detects any data entry errors up-front, which accelerates enrollment delivery and acceptance.
  • Identifies duplicates sales and automatically rejects or re-enrolls customer, based on its current status (customizable).
  • Automatically handles all EDI transactions necessary for historical usage requests and enrollments, without any user interaction.
  • Automatically sets customer type (commercial or residential) based on the utilities designation (utilized for correct taxation and rate plan designations)
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