One platform for energy brokers and clients.

01 — The brief

Replace disconnected tools with one platform brokers use every day.

Energy brokerage runs on contracts, renewals, and relationships — and the operational truth of all three was scattered across spreadsheets, PDFs, and email threads. The internal build to fix it kept getting re-scoped and re-deferred.

Our dedicated team brought broker workflows, contract review, and client portals into one platform designed for the way the UK energy market actually works.

02 — The build

Daily broker work in one place.

Sales opportunities, renewals, and supplier tasks now follow a clear process, with each person seeing only the information they need. Important knowledge no longer lives only in people's inboxes and memory.

Contract intelligence.

The contract layer indexes the documents the business runs on, so terms, dates, and obligations stop hiding in attachments and start driving the renewal engine.

Portals clients log into.

Client-facing portals turned status calls into self-service — and turned the platform itself into a reason to choose UtilityAid over the next broker.

"They joined as a vendor and left as co-founders in spirit. What they shipped saved us six months and gave us a real moat." — Giles Hankinson, CEO · UtilityAid · UK

03 — Outcomes

What it changed.

• Six months of internal build saved
• One stack for broker ops, contracts, and client portals
• A competitive advantage — the platform now helps UtilityAid win clients

The platform does more than replace old tools: it saves time and helps UtilityAid win business.