For Energy Brokers, a key milestone in the customer journey is the signing of a Letter of Authority. It won’t come as much of a shock that we’ve decide to streamline the entire process.
Common across the industry, a Letter of Authority (LOA) is a document which enables a broker to work on behalf of a customer, negotiating with suppliers and locking in contracts. It’s a standard practice, and each broker uses their own document format to receive the signature of the decision maker.
But both for the holder of the all-important quill – and the broker themselves – this straightforward procedure can be time consuming and frustrating. How many times have you had to print out forms, fill them in, sign them, scan them back into your computer before emailing them back to the sender? Not sure about you, but I can feel my temperature rising just thinking about it!
Oh, and the process needs to be repeated – sometimes annually. If you’re engaging with new customers on a daily basis, this LOA-filling and processing detracts from its very point – to enable you to work for your customer.
So today, we’re introducing LOA Scripting into UtilityClick.
Building on our work with PDF contract auto-generation, our customers are now able to upload their own LOA templates – complete with customised form fields – and within milliseconds produce pre-populated LOAs with the customer’s particulars included. There’s no restrictions on the number of templates you can upload – so for those with Hard, Soft and even Squishy LOAs, things are looking pretty rosy.
Once an unsigned, populated LOA is sitting in the system, there’s three options. 1) Send an email directly from the system to the customer with the LOA attached, 2) Download and email the old fashioned way or 3) use our built-in DocuSign functionality** to request a signature electronically from the customer.
No more form filling, no more frustration. Just one more way we’re expanding the industry’s best CRM platform.
**Good news – DocuSign has now been completed, and we’re just ironing out the last kinks before letting this loose to our subscribers – watch this space!