Verification Statuses
The account is confirmed; the agent may now proceed to plan selection.
Verified
The starting status for any new location added to the system.
Not Enrolled
Free Space
Free Space
A plan needs to be selected for the member.
Pending Rate
We are waiting on the member for a specific action. Check emails.
Review EO Member Action
Enrollment sent to the REP; success confirmation received.
Submitted
The contract is live. The first bill is generated and/or we confirmed the location is flowing with the provider.
Flowing
The contract term ended. The member is no longer under this agreement.
Completed
Enrollment stopped due to deposit issues.
Failed - Deposit
Auto-debit is successfully set up with the provider.
Enrolled
We have not yet received a bill or login credentials.
Not Started
Special Status: Applies when a member's existing plan is good for < 2 years. The member is not charged while in this status.
Snoozed
Member is out of contract, owes no money, and is ready for a new plan selection.
Verified
All info is gathered; enrollment is ready to be attempted.
Ready
Enrollment was attempted, but the REP has it "under review."
Review REP
Member requested a move-out; we are in the process of scheduling it but lack confirmation.
Pending Move Out
The contract is nearing its expiration date.
Pending Completion
The specific rate in this contract is no longer available in the market.
Expired
Enrollment stopped due to identity verification issues.
Failed - Identity
Card failure. This triggers a correspondence to the member to fix their payment info.
Member Action (MA)
Bill or login info has been received and is waiting for review.
Ready for Verification
Temporary: Occurs ~30 days before a snoozed contract ends. Indicates a new bill is uploaded and the account is "waking up."
Not Enrolled - Snooze
A contract, DPP, or switch hold was detected; requires manual specialist analysis.
Call Back
Used for the contract reflecting the member's provider at the time they signed up with us, before we switched them to a new plan.
Pre-Existing
Part of a batch sent to the energy company; we are currently waiting for their confirmation.
Submitted REP
A move-out was successfully scheduled and completed with the provider.
Moved
Waiting on the member or REP to provide the deposit waiver document.
Pending Waiver
Used for contracts we did not attempt to enroll or where enrollment failed. Use this to simply "turn off" the status
Inactive
Enrollment stopped due to date availability issues.
Failed - Date
The specialist needs to set up autopay for the REP account.
Pending
The provided bill or login credentials failed our checks.
Incomplete
An active "Ready" forecast exists; the account is currently being processed for enrollment.
In Progress
Success! We have successfully enrolled the member with a REP.
Active
Part of a batch of enrollments that will be sent to the energy company soon (not yet sent).
Batch Enroll Pending
The bot is currently attempting to complete the enrollment. No action required—let the bot work.
Pending Auto Enroller
A transfer of service request has been initiated but is not yet finished.
Pending Transfer
The document has been sent to the energy company; we are waiting for confirmation to flip this to "Submitted."
Waiver Sent to REP
System detected the member is no longer active here. Research needed to see if they moved or switched away.
Inactive REP
Unable to enroll due to a Switch Hold on the meter.
Failed - Switch Hold
The member set this up themselves, and we have confirmed it.
Self Enrolled
Our system confirms 80% of the bill details but requires manual agent confirmation to finalize.
Bot Verifiable
Member rejected the Bill Analysis but wants us to continue monitoring market rates.
On Hold
Applied immediately after a Move-In has been verified but before enrollment.
Pending Move-In
A request was submitted (via renewal UI or manually) to add a new/existing Rate ID to this contract.
Pending EFL Confirmation
We are waiting on the member's Electricity Facts Label (EFL) to update the account.
Pending Renewal
A market track is open with an energy company. Follow-up is required to get the latest status.
Market Track Pending
The contract was broken. Note: This does not always mean a fee was charged.
Early Termination
Enrollment was submitted but then cancelled before the start date.
Cancelled
The energy company cannot locate this address in their system.
Failed - Address Not Found
Autopay is off (usually happens after 3 failed notification attempts).
Disabled