Reliant-NorthEast-Kit

Enrollment

Enrollment

Product Offers Screen The available products and pricing for your area will appear on the Product Offers screen. Explain the Product details to the customer • Name of Product • Rate per Kwh • Variable/Fixed rate • Early Cancellation Fee (If applicable) Choose the product selected by the customer and hit “Next” The product button turns green when selected.

• Agent may proceed with explaining NRG choice program but must explain supplier switch, program details, and supplier vs utility roles. • After the customer agrees to NRGH

supplier switch, agent may then enter customers identifying information into ECL and populate account information.

• Once customer’s information is located, agent MUST verify with customer that information is accurate and correct account is selected. (ask customer to verify name, address, and zip) • Once customer confirms agent may proceed with enrollment. • Improper use of the ECL may result disciplinary action. • Remember, it is your responsibility to make sure customers understands that signing the tablet means they are switching the account listed to NRG – any customer that is signed up who does not understand this, has been signed up under false pretenses, meaning the agent has misrepresented themselves

Note: You can change the utility on this screen if you need to.

Eligible Customer List (ECL) ECL is only available in PA

• ECL is the “eligible customer list” of utility customers. • Customer may chose to “opt out” of being included on the ECL, therefore account information may not be found and customer will need to either provide their account information, or the enrollment must be submitted as a partial. • Once agent has qualified customer as eligible with zip code, agent must present NRG pitch. • Agent may proceed with explaining NRG choice • After the customer agrees to NRGH supplier switch, agent may then enter customers identifying information into ECL and populate account information. • Once customer’s information is located, agent MUST verify with customer that information is accurate and correct account is selected. (ask customer to verify name, address, and zip) • Once customer confirms agent may proceed with enrollment. • Improper use of the ECL may result disciplinary action. • Remember, it is your responsibility to make sure customers understands that signing the tablet means they are switching the account listed to NRG – any customer that is signed up who does not understand this, has been signed up under false pretenses, meaning the agent has misrepresented themselves program but must explain supplier switch, program details, and supplier vs utility roles.

Customer Information Screen • The name of the customer whom you are speaking with must be placed as the primary contact • Make sure to enter a valid email address (Otherwise enrollment could be delayed or cancelled) • If the person performing enrollment isn’t the account holder, the true account holders name must be documented in secondary contact info section.