SME Broker Portal

Enable your brokers to submit validated SME energy sales

Our innovative Broker Portal can help your TPI network generate quotes for customers and produce verified SME contracts while enabling you to effectively manage your sales journey.

Benefits for Energy Suppliers

Maximise sales and profit

Reduce your cost to serve through automation, increase go-live rates with pre-contract checks and gain access to over 1,500 of the UK’s largest TPIs.

Faster Quoting and Contracting

Enable your TPI network to generate online quotes in one simple interface which will let you log, review, retrieve and refresh your quotes and control your commission levels.

Smoother Customer Journey

Seamlessly integrate with your existing systems and enable TPIs to easily move from cross-market pricing to contracting through the UD Connected journey.​

enhanced compliance & reduced risk

Reduce your risk of bad debt with mandatory credit checks and remove the risk of post-sale credit rejection. Ensure compliance with up-to-date, validated and auto-populated contracts, and enforce LOA upload.

Benefits for Energy Brokers

Higher Go-Live Rates

Increased data accuracy for sales submissions with pricing and contract validation and UD Group’s innovative integrations to our partners.

Reduced Processing Time

Take advantage of UD Group’s innovative integrations to our partners to auto-populate validated data and reduce manual error-prone typing.


Used by over 1,500 TPIs, the UD Broker Portals are well-known in the energy procurement market.

Visible Status Updates

Easy access to status updates to keep on top of the registration process and objections and rejections.

Large energy suppliers have reported...

1 %
reduction in staff costs
1 %
increase in go-live rates
1 %
increase in profits

2020 SAAS Award Winners

We have been named as a winner in the 2020 SaaS Awards Program in the Energy and Utilities category for the work on our Broker Portal product.

CLOUD Awards 2019-20 Finalists

We have been shortlisted as finalists for the Cloud Awards 2019-20 in the Best SaaS (non-US) category; clear recognition of the successes and customer satisfaction we strive to achieve with our SME Broker Portal. 

UD Group is a finalist in the Cloud Awards 2019-20

We work with over 1,500 UK TPIs, ensuring you make the right connections to sell energy

What Our Clients Say

Broker Insights

If you are interested in further analysing broker behaviour and giving your TPI Account Managers direct access to real-time pipeline tracking, take a look at our Broker Insights solution.

Broker Insights

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