Sites from $300/mo Learns from your own traffic Human-verified before it ships Every change logged
energy & utilities

Broker intelligence that compounds.

askotter gives energy brokers real-time visibility into contract performance, usage anomalies, and market shifts. Train agents like your best analyst. They learn your book, monitor every client, and flag every renewal risk. Every recommendation reviewed by a broker before it becomes an action.

< 4 hrs
market shift alerts
24/7
client monitoring
per-account
risk scoring
how it runs in energy & utilities

The loop, running on your site.

Same machine in every vertical: the site goes up, real behavior gets read, the weak spot gets fixed with a human sign-off, and the numbers follow.

SA SAP QB QuickBooks SF Salesforce HS HubSpot AP Custom API XL CSV / Excel +1 more DATA LAKE 7 sources Change Detection Root Cause Predictions Recommendations NLQ Chat
live monitoring

What askotter surfaces for brokers.

client portfolio · risk view 87 accounts
Client #412
$280K CHURN RISK
Client #204
$195K OVERDUE
Client #89
$142K UPSELL
Client #301
$118K STABLE
Client #567
$94K RENEWING
AGENT FEEDenergy & utilities
CRITClient #412: Usage dropped 30% over 14 days. Possible facility closure. Churn risk: HIGH.12m
WARN$2.3M in renewals due within 60 days. 8 accounts have no strategy assigned. Deadline risk.1h
INFOClient #89: Usage up 40%. Rate tier suboptimal. Renegotiation locks a below-market rate and improves retention.2h
OKWholesale gas rates dropped 8%. 14 fixed-rate clients eligible for renegotiation window.3h
WARNClient #204: Payment 28 days overdue. Usage active. Matches pre-churn pattern.4h
real-time response

Monday, 9:12 AM: wholesale rates just shifted

Gas rates dropped 8% overnight. 14 clients have fixed contracts eligible for renegotiation:

9:12 AM
Wholesale gas rates dropped 8%. Rate change detected across 3 carriers
CHANGE DETECTION
9:13 AM
14 fixed-rate clients identified with contracts above new market rate
STRATEGY
9:14 AM
Accounts ranked by savings potential, biggest renegotiation upside surfaced first
FORECASTING
9:15 AM
Broker dashboard updated with talking points per client. Outreach sequence triggered
ROUTING
before & after

What changes with askotter.

METRIC
BEFORE
WITH ASKOTTER
Market shift response
Days to weeks
< 4 hours
Client churn detection
After they leave
18 days before
Renewal preparation
Manual spreadsheet
Auto-generated talking points
Portfolio risk view
Quarterly review
Real-time, per-account
broker challenges

What energy brokers navigate daily.

Contract sprawl
Hundreds of contracts across carriers. Renewal dates, rate changes, and usage tracked in spreadsheets nobody updates.
Usage anomalies hide margin
A client's usage spiked 40% but their rate tier didn't adjust. Money left on the table. Or the client is overpaying and about to churn.
Market timing is reactive
Wholesale rates shifted but renewal recommendations use last quarter's data. The window closes before you notice.
Client health is invisible
Which accounts are at risk? Which are ready for upsell? CRM notes are stale. Real signals are in usage and billing data.
portfolio health

The metrics that protect your book.

Renewal Revenue at Risk
$2.3M 14 accounts flagged
next 60 days
Client Retention
94.2% current rate
monitored per-account
Market Response Time
< 4 hrs detection to alert
rate changes tracked
Revenue per Client
$34K book average
12-month rolling
connected tools
SAP QuickBooks Salesforce HubSpot Custom API CSV / Excel Email +50 more
the broker playbook

Every client monitored. Every shift caught. Brokers decide.

1

Connect carrier and client data

Billing systems, usage meters, CRM, market rate feeds. Unified into one view per client.

2

Monitor every account

Usage shifts, rate tier mismatches, renewal windows, and payment patterns tracked across the entire book. Self-healing agents adapt as your client mix changes, re-routing alerts and refining models against your workflow.

3

Flag risk and opportunity

Client #412 usage dropped 30%. Possible closure. Client #89 usage up 40%. Renegotiation opportunity.

4

Time the market

Rate forecasting + client renewal windows. Right offer, right time, data to back it up. Save market insights as notes and share across the brokerage so the whole team learns from every deal.

ask the portfolio

Query billing, usage, and CRM at once. Build your knowledge base.

CHATaskotter
Which accounts are at risk?
14 flagged high-risk. Pattern: usage decline + payment delay + no recent contact. Top 3 by value: Client #412 ($280K), #204 ($195K), #87 ($142K). Combined risk: $617K annual revenue.
SOURCES: Billing + CRM + Usage Meters
What should I present to Client #89?
Usage +40% over 6 months. Fixed rate from 2023. Market rates 12% lower. Recommend: a new 3-year fixed at the current market rate, which improves retention and protects your margin.
SOURCES: Billing + Market Rates + CRM
How did renewals perform this quarter?
87 processed. 82 retained (94.2%). Avg rate improvement: 6.3%. 4 lost. Common factor: no outreach within 90 days. Recommendation: auto-trigger at 120 days.
SOURCES: CRM + Billing + Contracts
Ask anything about your energy & utilities data. Save responses as notes to share. Ask

Ready to catch churn risk before clients walk?

Connect your billing, CRM, and usage data. We'll flag which accounts need attention this week.

Talk to Our Team →
the shift

The shops down the street already run on AI.
The data proves it pays.

Auto shops. Dental offices. Cafés. Salons. The local businesses winning right now compete on AI and data, not bigger budgets. askotter puts those same tools on your side, priced for a business your size.

0% of small businesses already use AI-enabled tools U.S. Chamber of Commerce, 2024
0% projected annual growth of the AI market through 2030 Grand View Research
more likely to win customers when decisions are data-driven McKinsey Global Institute
$0T AI's projected boost to the global economy by 2030 PwC
The same tools, from $300/mo. See pricing →