UBS
Utility Bill Savings
UBS
Utility Bill Savings

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Utility Bill Savings
UBSUtility Bill Savings

Welcome back

Hi there

Here's where your enrollment stands.

Your agreement
StatusAwaiting your signature
UBSUtility Bill Savings
Manage
Dashboard
Customers
Account
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Good afternoon, Charlie

Here's how your pipeline looks today.
Recent customers View all →
CustomerEnrollmentStatusUtilityAddedLast modified

Rep management

Create and manage sales rep accounts. Admin only.

Add a rep

Reps

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Customers

Every enrollment you've started, in progress, or verified.
CustomerEnrollmentStatusUtilityAddedLast modified
← Back to dashboard

Customer & bill

Choose the savings program, upload the utility bill, and confirm the customer details before continuing.

Choose a savings program

Rates come directly from the current utility availability.

Customer access

Add the phone number and create the customer's login.

Utility bill

Upload the bill and we'll read the account details.

Drop the bill here, or browse PDF, JPG or PNG · up to 4MB
Multiple pages supported

Review account details

We read these from the bill. Correct anything that looks wrong.

New enrollment

LMI documentation

Qualify the customer for the low-income adder — by document, by income self-attestation, or mark it N/A.

Upload documentation
Self-attest by income
N/A
Drag LMI documentation here, or click to browse
PDF, JPG, or PNG · up to 4MB
Final step

Review & finish

Confirm the enrollment details, then review and accept the agreements.

Enrollment summary
Customer
Email
Phone
Service
Service address
Utility account
Program

Agreements

Review each document, then confirm to complete the enrollment.

Final step

Enrollment complete

The agreements are signed and the enrollment has been submitted.