The Retail Energy Broker Platform Built for Growth
A powerful energy broker software that streamlines sales with instant quote and order capture, providing a seamless and professional experience for your business clients.
500+
registered brokers
<1 month
setup time to first live quotes
1000+
generated quotes per month
99.95%
first-pass commission accuracy
An Omnichannel Platform for Utility Brokerage and Sales Growth
Boost your sales team’s efficiency. Simplify and accelerate the sales cycle with an energy broker portal that delivers instant price quotes and unifies product, pricing, and transactions.
End-to-End Workflow
Centralizes all interactions and data exchange between the supplier, broker, and the client in one complete platform.
Personalized Dashboards
Displays personalized dashboards for brokers, enabling them to monitor and filter deals and commissions based on different criteria.
Quick Partner & Broker Search
Find the right broker in seconds with smart search and filters. Access profile activity history instantly.
Enables brokers and sales teams to enter customer data directly into the portal, where energy quoting software generates precise quotes.
Multi-Quote Generation
Generates multi-quotes for customers with multiple meter points, using criteria such as annual consumption and contract duration.
Integrated Data Validation
Verifies the accuracy of client information by integrating with external databases, ensuring suppliers receive correct data from both website forms and the broker portal.
Supercharge Your Energy Sales. Turn Prospects into Customers.
Methodia’s Sales and Broker portal is a complete energy broker solution that provides custom-made features to optimize your quoting tasks, help you offer better savings to clients and efficiently manage account information.
Omnisearch and Instant Access to Every Quote
Access every quote by customer, meter point, or product, with full visibility into history and status, streamlining sales and broker operations.
Effortless Sales Agent and Broker Onboarding
Quickly add new agents and partners to the system with just a few steps, ensuring smooth expansion and centralized oversight of your growing network.
Complete Contract Visibility
Access every contract in one place with full history, status updates, and product details, ensuring your team has the clarity and control needed to manage agreements with confidence.
Smart User Role Management
Easily assign roles and permissions when adding new sales agents to the system. Define access levels, control visibility, and ensure every team member works with the right tools.
Win Customers with Fast and Accurate Energy Quotes
From automating your quoting tasks to offering better savings for clients, our portal provides custom-made features that can be tailored to fit any supplier or broker’s specific needs.
- Quotes activity history
- Overview on meter points consumption
- Annual energy usage
- Automated pricing of supplier tariffs
- Smooth generation of contracts
- Automated switching process
- Track and manage utility contracts' status
- Configurable pricing rules for gas, electricity, water services
- Real-time reporting
- Invoice generation for commission due
- Pricing tariff management
- Energy broker commission reporting
Real Stories from Our Satisfied Customers and Partners
From growing companies to global leaders, hear directly from our users about how Methodia has transformed their operations.
We are delighted to be working with professionals who are willing to help their clients and truly understand their needs. The Cockpit for CRM and Billing that Methodia has developed as part of their Utility and Telecom Suite is an excellent customer centric tool that seamlessly allows us to serve, manage and engage our customers. The simplicity of use shows that Methodia understands why efficiency in back-office operations is essential to the success of any modern utility retailer.
We’ve been using the complete Utility & Telecom Suite since 2013 – CRM, Billing, Asset Management, integrated with the Customer self-service portal and AMM mobile application. I am happy that through the solution’s robust performance and the clearly defined and automated business processes we obtained a perfect balance between technology, processes and people.
Even though I represent small client like Gabrovo Energy Community, I am quite happy with my cooperation with professionals who show actual dedication and understanding. The Methodia team always responds fast and with excellent ideas regardless of our needs or requests. Dealing with them is simple and fun; they have truly earned my trust. Working with them is a delight for me not only because they do their jobs perfectly but also because they foster a real feeling of cooperation that I really value.
Please accept our sincere thanks and gratitude in working with us to achieve the launch of our new portal! I think the teams have collaborated brilliantly and overcome challenges in a timely and diligent manner which we are very appreciative of.
On behalf of TGP Portal team, thank you, great work, well done and looking forward to working with you on the future phases of our portal.
Methodia’s Fleet Management solution is a top-notch integrated system we implemented in early 2018. It allows us to efficiently manage our fleet park, and automate various processes and notifications related to the vehicles’ status and mileage, planned maintenance & repairs, documentation and costs. We are really satisfied with the results and appreciate the team’s tech expertise and full commitment to this project.
The Broker Portal that Methodia developed for Corona Energy’s B2B channel is an excellent sales and quotation tool. It allows us to efficiently engage our brokers by giving them the freedom to easily request and manage their quotes. We are pleased to have worked with Methodia and appreciate the team’s commitment to our goals.
I’m proud to work side by side with visionaries and professionals willing to help their clients and aiming for the top of their industry. Collaborating with a team who knows what they’re striving for and helping them achieve their mission has been a great experience.
In 2012 together with Methodia we kicked-off a project for an integrated Billing platform to manage all Razgrad Heating Company’s customer payments. It’s been five years since we launched the product and during that course we’ve further extended its functionalities. I am really glad that we’ve always received timely and professional support from Methodia’s team.
Got questions? We've got answers!
Our FAQ section addresses your most common questions, providing clear, concise answers to help you understand how Methodia can benefit your business.
What functionalities does the energy broker software offer?
The energy broker software offers comprehensive features like energy procurement, contract creation, commission management, real-time monitoring, and transaction settlement.
Is the software capable of handling multiple utility commodities?
Absolutely, the software effectively manages broker services across multiple utility areas such as electricity, gas, water, telecom and insurance services.
How does the broker portal handle complex pricing structures and billing cycles?
Our software provides flexibility in billing structures, supporting both fixed-rate and variable-rate pricing models. Billing cycles can be customized based on the preferences of the utility supplier, with the most common options being monthly and quarterly cycles.
How does the software facilitate commission invoicing?
The software streamlines commission invoicing for utility suppliers, providing a seamless process for calculating and automatically distributing commissions owed to brokers.
