Which accounts are at risk? Which are ready for upsell? CRM notes are stale. The real signals are in usage trends, payment patterns, and billing anomalies. askotter combines these into a per-account health score so brokers know where to focus every week.
CRM shows last contact date and deal stage. It does not show that Client #412's usage dropped 30% over 14 days, suggesting a possible facility closure. It does not show that Client #204 is 28 days overdue on payment while usage remains active, matching a pre-churn pattern. The behavioral signals that predict churn live in billing and usage data, not CRM notes.
By the time a client cancels, the decision was made weeks ago. A usage decline plus payment delay plus no recent contact is a pattern that predicts churn 18+ days before the cancellation email. But if nobody connects those signals, every churn feels like a surprise. Reactive brokerages lose clients they could have saved.
askotter combines usage trends, payment history, contract terms, and CRM activity into a per-account health score. High-risk patterns are flagged automatically: usage decline + payment delay + no recent contact = churn risk. Growth signals like usage increases are flagged as expansion opportunities. Brokers get a weekly priority list: which accounts need outreach, which need renegotiation, and which are healthy.
Understanding these metrics helps you measure the problem and track improvement. Each links to our full glossary definition with formulas, benchmarks, and role-specific context.
askotter unifies energy broker contract data across carriers. Track renewal dates, rate changes, and usage in one place instead of spreadsheets nobody updates.
askotter detects energy usage anomalies across your client book. Flags margin-hiding mismatches between usage patterns and rate tiers in real time.
askotter monitors wholesale energy markets and matches rate shifts to client renewal windows. Right offer, right time, with data to back it up.
We will connect your data, deploy agents that watch for this specific problem, and surface what matters. Your team stays in control. AI suggests, humans decide.