Once we have processed the application and we have all the required information ready to price, we will then diarise the client until a time when we can price the contract.
We can price a contract up to 6-months before the end of their current contract. Once the client enters the 6-month window we are able to lock in their new prices, we call this the Renewal Window. So, if the current contract ends in December we would look to price a new contract in June/July.
Please note - Some energy contracts can be in excess of 5 years. We are not able to break an existing contract. If the client is in a contract there is nothing we can do until the renew window.
Whilst you are with the client most suppliers will indicate when the contract is due to expire. If you can find this information you are able to set an expectation for the client as to when we are able to price the contract. Please see the "Energy Time Frames" module, later in this training.