
THE SWITCH PROCESS
THE PROCESS
01
You tell us about your business and goals.
One short call where we learn about your budget goals, risk tolerance and pain points.
02
We show you how your current approach has performed.
We run a backtest of your current strategy against five years of market data, so you can see what your strategy really cost you.
03
You review and approve your strategy.
We put the recommendation in writing: an Energy Investment Policy that documents your strategy and how Energy CX will relieve your pain points.
04
We handle the rest.
Billing setup, utility paperwork and supplier communication are all handled by our team so you donโt have to.
WHAT DOESNโT CHANGE

No interruption to your service

No early termination fees

One point of contact throughout
โWe already have a broker.โ
Having a broker isnโt the same as having a policy-driven strategy and the technology to execute it. Your broker is likely still reacting at renewal.
โWe already get competitive bids.โ
Bids tell you who sells cheapest today. They donโt tell you whether today is a good time to buy. Timing and strategy matter more than the bid.
โWe donโt have the bandwidth to switch.โ
Thatโs the problem we solve. We take the operational burden of energy management off your team, so switching requires less timeโnot more.
โWe already have an in-house team.โ
We donโt replace your in-house team. We equip them with better tools, real-time market context, and a strategy that stays within your established guardrails.
