Post-sales confirmation management — send, edit, and track contract confirmations for brokers.
Upload & Pricing
Upload usageUpload
Upload usage data that feeds into confirmation summaries.
Custom pricing confirmationPricing
Select a custom pricing record and customer — auto-fills confirmation details.
Emails
Send confirmation emails
Manually fill in contract details and send confirmation to brokers.
Send LMP confirmation emails
Same as confirmation emails — LMP contract type variant.
Manage
Edit confirmations
List all confirmations — edit, send revised, or delete.
View all confirmations
Read-only view of all confirmation records.
Confirmation log
Audit trail — who created, edited, sent, or deleted.
Documents
Welcome letter
Generate an email-format welcome letter from confirmation details.
Download enrollment checks
Coming soon — discuss when enrollment check page is built.
Future contracts
View and export customer confirmations with future contract dates.