Case StudiesReal-Time Quoting Engine for Energy Brokers
Energy & Utilities

Real-Time Quoting Engine for Energy Brokers

Built and operated by Catalyst Bridge for a Texas energy brokerage network

The Challenge

I built and still operate this platform for a Texas energy brokerage network I work with directly. Before the build, their quoting process relied entirely on manual work:

  • Electricity pricing changes daily across dozens of providers, but their master broker had to manually update spreadsheets
  • Customer-facing brokers spent 2+ hours per quote, pulling meter data via phone calls and manually entering numbers
  • No central database. customer information was scattered across email, spreadsheets, and phone notes
  • Document signing was entirely manual, creating bottlenecks in contract execution
  • No visibility into the sales pipeline or broker performance

The result: lost deals due to slow turnaround, inconsistent data, and brokers working in silos with no coordination.

The Solution

I built a comprehensive system that automated the entire quoting workflow:

Real-Time Pricing Database

Master broker updates provider rates once daily, instantly available to all brokers. No more manual updates.

ESI ID Lookup Tool

Brokers now instantly search 16+ million Texas electric meter records. What took hours of phone calls now takes seconds.

Integrated CRM

Pipeline views, customer management, and broker hierarchy. complete visibility across the entire sales organization.

DocuSeal Integration

Contracts are generated automatically and sent for e-signature, eliminating manual document handling.

Customer Portal

End customers can request quotes directly, reducing broker workload and enabling 24/7 lead capture.

Quote Turnaround

From 2+ hours down to minutes

Meter Data Lookup

16+ million records searchable in seconds

Pipeline Visibility

Complete view across all brokers

Contract Processing

Automated generation and e-signature

Results

Quote Turnaround

From 2+ hours down to minutes

Meter Data Lookup

16+ million records searchable in seconds

Pipeline Visibility

Complete view across all brokers

Contract Processing

Automated generation and e-signature

Tech Stack

Next.jsTypeScriptSupabaseTailwind CSSDocuSeal APITexas utility APIs

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