A facilities manager organising energy information for several business sites

How Checkerate works

From the first broker call to one clear decision.

Checkerate changes the route, not the customer’s freedom to choose. Sites and usage are organised once, brokers submit through the same structure and every next step remains visible.

Create my quote room For multi-site businesses

01Create the business record 02Add one site or the whole estate 03Control what brokers can access 04Invite brokers to submit 05Compare, question and decide

Create the business record

Add the people responsible for energy and choose the market that applies.

Checkerate record

Business: Harbour House Group
Account owner: Sean Wentz

Ready for the next step

Add one site or the whole estate

Upload a bill, enter sites manually or import the multi-site CSV template.

Checkerate record

Site: Manchester office
Supply: Electricity + gas

Ready for the next step

Control what brokers can access

Consent is attached to the site and the information needed to prepare a quote.

Checkerate record

Permission: Quote access
Scope: Manchester only

Ready for the next step

Invite brokers to submit

Send an email invitation or share the Checkerate ID with the site postcode.

Checkerate record

Invitation: Northstar Energy
Route: Email + site code

Ready for the next step

Compare, question and decide

Review comparable proposals, request details, arrange a callback or accept.

Checkerate record

Decision: 3 proposals
Evidence status: 4 of 5 supplied

Ready for the next step

One journey, two starting points

Same address, another site or a complete estate.

Is the energy contract for the same address?

Yes

Use the business address and upload the bill.

Add one site manually or import the estate CSV.

Start with one business

Set the information up once. Use it for every broker.

Create my quote room