SmartCX™ for Agencies

Driving Affordability and Financial Assistance for
Utilities and Agencies

Driving Utility Affordability and Equity Through One Connected Platform

Purpose-built for utility assistance ecosystems
Centralizes the full agency-led assistance lifecycle in one platform
Designed for utility + agency + customer coordination at scale
Reduces manual processing and paper-based assistance workflows with digital self-service
Reduces duplicate payments, reconciliation effort, and operational delays
Delivers role-based access controls with agency validation workflows
Integrates with existing CIS, billing, and utility systems
Supports state-funded, federal, and community assistance programs

Stories of Success

The platform deployment effort is a brilliant example of what can be achieved through collaboration when we are all working to achieve a common goal. The team’s ability to deliver a multifaceted solution on schedule, is a reflection of the commitment by every person on the team.

Simplifying Pledge Management and Strengthening Community Outreach for Energy Assistance Programs

Empowering Agency Users to Reach Low-Income Customers in Lincoln, Nebraska and the surrounding area.

End-to-End Pledge Management

Centralized Pledge Management Across Agencies and Utilities

Create, edit, and manage pledges with full visibility into pledge history
Support state-funded, federal, and non-federal assistance programs, including CRISIS and LIHEAP
Configure pledge amounts with program-specific rules, including minimum and maximum limits
Track pledge status and updates across agencies and utility systems
Manage connection holds and payment arrangements linked to assistance programs
Enable continuous digital access for agencies and utility teams

Seamless Agency Experience

Trusted Access for Every Agency, Every User

One-click registration with streamlined agency onboarding
Background verification and agency validation workflows
User approval and authorization through defined business workflows
Role-based access for admins and distributed agency users
Secure, governed access to customer and program data
Data validation controls before access to usage, billing, and payment information
System-level controls to prevent duplicate payments and pledge fraud

Communication & Collaboration

Aligned Workflows Across Utilities, Agencies, and Customers

Identify and segment eligible customers based on program criteria, usage, and payment history
Execute eligibility validation workflows shared across utilities and agencies
Coordinate interactions across utilities, agencies, third-party organizations, and customers
Trigger omnichannel alerts and notifications at each program milestone
Maintain a 360-degree view of customer interaction and assistance history
Support distributed agency teams with multiple users per organization
Maintain transparent, consistent communication across all stakeholders

Compliance, Reporting & Impact Visibility

Every Pledge Tracked. Every Outcome Measured

Generate regulatory and compliance reports directly from system activity
Track assistance disbursement with full transparency and audit traceability
Monitor program and agency performance through system-generated reporting
Provide visibility into community outcomes and social impact
Deliver audit-ready dashboards for internal and regulatory review
Support state-funded, federal, and community-driven assistance programs

Driving Energy Equity & Affordability

Up to 0%

Customer Satisfaction

Up to 0%

Digital Agency Adoption

Up to 0%

Digital Payment Adoption

Up to 0%

Operational Savings for Utilities

FAQs

SmartCX™ Agency is a secure digital platform that enables agencies to verify eligibility, manage applications, and collaborate with utilities to deliver customer assistance programs.

The platform supports utility assistance programs such as bill payment assistance, low-income support, energy affordability initiatives, payment plans, and other utility-funded programs.

SmartCX™ Agency integrates with existing CIS, CRM, billing, and program management systems to securely exchange customer, application, and eligibility data.

The platform uses role-based access, secure authentication, and encrypted data exchange to protect customer information and ensure authorized access.

Yes. SmartCX™ Agency supports electricity, gas, and water utilities, providing a unified platform for managing assistance programs across multiple services.

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