Viv - Commercial Intake

Commercial AutoPilot Intake Form

Your Customer's Details

Your Consultant ID

Your Name

Opportunity

Customer First Name

Customer Last Name

Customer Email

Customer Company

Customer Mobile Phone

Customer Other Phone

Customer Billing Address

Customer Billing Address Line 2

Customer Billing City

Customer Billing State

Customer Billing Zip

Your Customer's Current Electricity Supplier Info

Customer Business EIN

Total # of Meters

Please upload the following documents if requesting a rate preview:

(Required) All pages of recent utility bills for all meters. PDF bills downloaded from the utility are best. Otherwise you can scan or photograph paper bills, but please make sure what you send is complete and legible to avoid delays in processing.
(Required) Signed AutoPilot Letter of Exclusivity which allows us to submit bill information to suppliers for custom pricing.
(Optional) If available, a copy of the customer's current supplier contract if any

In addition to the above, please upload the following documents if your customer is ready to enroll:

(Required) Signed AutoPilot Authorization and Services Agreement, the contract between the customer and Utiliz, LLC or Utiliz Services, LLC.
(Optional) Signed AutoPilot Billing Addendum if customer wants embedded billing rather than a fixed subscription charge.
(Optional) Signed ACH Form if customer wishes to pay via ACH.

First Switch Timing

First Switch Date

If your customer is currently on a retail supplier contract, please check the current contract obligations. This is very important because the customer is responsible for any early termination fees associated with their current contract or supplier. Once we begin switching the account, we’ll ensure they don't incur fees on future plans.

I confirm customer's total usage exceeds 2,500 kWh/yr.

Please specify the following in the notes below:

If requesting switching in phases, please explain the contract obligations for all meters:
- Current supplier
- Existing rate (if dual billed)
- Contract end date
- Terms of any early termination fee
- Desired start date
General opportunity information:
- Please confirm whether a single entity has the authority and billing relationship for all the meters you have submitted. If not please specify the authority for each group.
- Please specify contact details for decision maker if it is not the customer listed
- Please specify contact details for customer's internal energy manager if any
- Does the customer currently work with a broker? Is there a deadline or price to beat with a current offer?
- Is there anything else you’d like us to know about your commercial opportunity?

Notes

Submit