OpsAdmin

Enrollment Wizard

OpsAdmin enables REPs with multiple supplier brands in different jurisdictions the ability to manage all enrollments from a single operational interface. The Wizard’s front-end enrollment engine is powered by the system’s market configurations and delivers a clean and utility-specific customer enrollment journey.

• Zip code search wizard entry
• API integration with supplier billing/EDI system
• Dual enrollment – power and gas
• Version-controlled doc display
• Market-specific customer authorization prompts

Customer Self-Service (My Account)

The My Account tool lets customers access and renew their account online. Usage and billing data comes from the supplier’s billing/EDI via API or file transfer processes.

• English / Spanish Toggle
• View/Pay Bills
• Set-up Autopay for Credit Card or ACH
• View Electric and/or Gas Usage
• View/Download Contract Documents
• Renewal Alerts and Renewals

Dynamic Content Manager and Integrated Version Control

OpsAdmin’s Dynamic Documents and Autoresponders give suppliers the flexibility of modifying important documents or email templates from a central source of version control. If you are in charge of updating online rates or maintaining compliance with customer disclosure and marketing rules, you’ll love this module.

Automated Notice Generation, Fulfillment, and Tracking

OpsAdmin’s automation is driven by Market and Utility-level rule configurations, ensuring that notices are triggered based on the specific regulatory rules for a state or utility.

Track the generation and fulfillment of:

• Welcome Letters and Emails
• Contract Expiration Notices
• Deposit Requests
• Contract Attachments
• Service Termination Notices
• Others
• Service Start Date Emails
• Early Termination Fee Invoices
• Enrollment Reject Notices
• Terms of Service, Contract Summary, etc.
• Collection Notices