/// 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

/// 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 saves client $18K/yr, 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

Ranked by savings potential: Client #89 saves $18K/yr. Client #204 saves $12K/yr

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.

→ Deep dive: how askotter solves this

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.

→ Deep dive: how askotter solves this

Market timing is reactive

Wholesale rates shifted but renewal recommendations use last quarter's data. The window closes before you notice.

→ Deep dive: how askotter solves this

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.

→ Deep dive: how askotter solves this

/// 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.

Connect carrier and client data

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

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.

Flag risk and opportunity

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

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: new 3-year fixed at market, saves them $18K/yr. Your margin improves $6K/yr on volume.

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

Broker intelligence that compounds.

What askotter surfaces for brokers.

Monday, 9:12 AM: wholesale rates just shifted

What changes with askotter.

What energy brokers navigate daily.

The metrics that protect your book.

Every client monitored. Every shift caught. Brokers decide.

Connect carrier and client data

Monitor every account

Flag risk and opportunity

Time the market

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

Ready to catch churn risk before clients walk?

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