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
Let's talk about your business.
15 minutes. No pitch. I'll tell you if an AI employee or custom build makes sense for your situation and what it would look like.
Free · No obligation · Usually available same-week
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