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EBT AgentOS

The ultimate tool for energy provider agents.

One operating system for leads, pipelines, live maps, commissions, and Current AI—built for independent electricity consultants, not generic sales teams.

Why generic CRMs fail energy agents

Energy sales are not SaaS deals. Your tools should know the difference.

  • Generic CRMs ignore enrollments & renewals

    Stages mapped to how energy deals actually move—capture, qualify, present, enroll, renew.

  • Commissions live in spreadsheets

    A commission ledger built for expected, pending, and paid residual income—not ad-hoc tabs.

  • Territory is invisible

    Live map of leads and clients so coverage, follow-ups, and field time stay visible.

Product story

Tour the operating system built for energy agents.

Large, real product surfaces—leads, maps, commissions, Current AI, and field mobile—so you can see how AgentOS runs the day.

Client match moment feeding leads into EBT AgentOS

01

Leads & personal pages

Publish a professional page, capture inbound interest at the match moment, and route every lead into your pipeline—no spreadsheet shuffle.

EBT AgentOS live territory map

02

Live map of your book

See leads, clients, and territories on one map so coverage and follow-up stay visible for you and your team.

EBT AgentOS commission ledger

03

Commission ledger

Track expected, pending, and paid commissions with renewal context so residual income does not slip through the cracks.

Current AI companion inside EBT AgentOS

04

Current AI companion

A permission-aware assistant that drafts follow-ups, summarizes context, and answers within the scope you authorize—never beyond it.

EBT AgentOS mobile field experience

05

Field-ready mobile

Run appointments, capture notes, and keep the pipeline moving from the field—designed for agents who close away from a desk.

Live product pulse

See how AgentOS moves an energy book of business.

Illustrative demo snapshot—capability meters for response cadence, pipeline stages, and ledger volume. Not customer-reported stats.

Demo snapshot

Pipeline stage velocity

Relative activity index

Stage progression

Built for energy deal flow—from first capture through renewal.

  • Capture100%
  • Qualify82%
  • Present64%
  • Close48%
  • Renew36%

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Leads captured

pipeline capacity

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Commissions tracked

ledger rows

0

Follow-ups queued

same-day cadence

0+

Map pins live

territory view

Built for the practice

Features that match how independent energy professionals actually work.

  • Energy-specific CRM

    Pipelines and fields shaped for electricity and gas consulting—not generic SaaS CRM templates that ignore how energy deals close.

  • Bilingual EN / ES

    English and Spanish are first-class across agent pages, CRM workflows, and Current AI—not bolted on as an afterthought.

  • Provider-neutral by design

    Built for independent professionals. No retailer brand lock-in. Your practice, your relationships, your book.

  • RLS-ready architecture

    Designed around row-level security patterns so agent and brokerage data boundaries can stay strict as the product scales.

  • Lead capture that converts

    Personal pages and inbound routing turn interest into pipeline—without losing context between first touch and follow-up.

  • Renewals & residuals

    Renewal reminders and commission visibility keep residual income visible—so the book compounds instead of decaying.

Independence

Energy Brokers Today is a provider-neutral independent platform for energy consultants and brokerages. We are not a retail electric provider or electricity aggregator. We do not claim affiliation with any named retailer or supplier unless authorized in writing. AgentOS is built for your practice—not a captive sales channel.

Run your energy practice on AgentOS.

Start free today, or book a demo for a guided walkthrough with your team. No retailer lock-in. No generic CRM compromise.