Customer Information System (CIS)

The Customer Information System (CIS) is designed for internal or external users offering an agent-based account management application for customers calling into their call centers. The app also enables an offline acquisition platform complete with rule-based logic/scripting allowing for a very quick learning curve for agents. This leads to market-leading handle times for agents in the energy retailer industry. Our complete customer account management allows full account information on one screen including:

• General account information and account status
• Plan and rate information
• Payment information and billing history
• Shadow access to customer self-management portal
• Usage data (pulled from SmartMeter Texas)
• All customer correspondence (emails, mailings, contract information)
• Payment assistance programs (payment plans, balanced billing, pick your own due date)
• Solar generation and real time buy-back rates
• ERCOT, TSDP, and ISO transactions
• Renewals, transfers of service, plan changes, and move outs
• Rule based scripting for customer notifications and additional product upsells 
• Internal notes and prior call dispositions

The CIS can be integrated with call center telephony systems to allow for in-platform call recording; storage; call reviews, accurate call center order source tracking and auto-login capabilities for agents.