CORE Database

An industry-standard relational database stores all of your deal-related data in an easy-to access, standardized format. Usage data, forecasts, and pricing information are all stored in a centralized location allowing you to compare deals and deal terms on an equal footing across providers and across customers.

CORE Servers

The CORE Servers are hosted in a high-security data center behind actively managed firewalls. Your data is backed up nightly using a multi-tier backup system that ensures reliable backups are made on an hourly, nightly, and weekly basis.

Central hosting ensures that your data is available securely from anywhere that has Internet access. And, becuase we have direct access to the servers, you will always be working with the most recent version of the software and the most up-to-date content.

FAX Automation Server

Our fax and email automation server allows you to manage your entire sales process - from LOA generation through contract signing - through CORE. We will fax the LOA template to your customer (or send them a link to a secure portal) and process the reply using barcode technology. The customer's reply will be automatically processed and sent to the Utility, with usage information linked directly back to the customer account. Once the customer agrees to a deal term and Provider, CORE can generate the contract (or contract request) and manage the process of obtaining signatures from all parties and storing the contract for audit purposes.

Customer Portal

Every report, LOA, and contract in CORE can be sent the customer via a secure web portal. The customer will still have to locate a fax to send the signed forms back to CORE, but documents and reports can be reviewed and printed without the need for a FAX machine.

Provider Servers

Selected providers can use CORE to retrieve and process pricing requests, or connect directly to the raw data through web services. Eliminate the need to for costly processing personnel and concentrate on pricing profitable deals.

Utility Servers

CORE currently supports direct download from select utilities, and more will be added as they add direct-to-broker services to their systems. For Utilities that support it, usage information can be downloaded directly into CORE bypassing the need for FAX, email, or a manual upload process.

Contact us to arrange a demo of how CORE can improve your business.