For brokers and agents
The AI-powered energy broker platform
Everything a commercial energy broker needs in one portal — AI prospecting, instant bill audits, live market intelligence, a built-in CRM, and commission tracking through payout. Free for Keystone partner agents.
Most energy brokers run their business across four tools that were never built for energy: a generic CRM, a spreadsheet of mils, an inbox full of supplier matrices, and a commission statement they cannot verify. Keystone built a single platform around the way commercial energy actually sells — find the account, read the bill, know the market, close the contract, and watch the money land.
Find the account
AI prospecting builds your target list of real businesses with ranked procurement upside and estimated commission before you dial.
Audit and quote
The bill audit reads the rate, flags the fees, benchmarks the market, and produces a branded report. Close My Deal AI writes your approach.
Close and get paid
Contract executes through 25+ licensed suppliers, the commission line item appears in your portal, and payout hits 3–5 days after the supplier pays.
What is inside the platform
Ten modules, one login. Every one of them is live in the Keystone partner portal today.
AI prospecting engine
Build a live target list of real commercial businesses by industry, city, and estimated usage — each one ranked by procurement upside with an itemized electric and gas commission estimate at your 50/50 split.
Instant AI bill audit
Drop in a utility bill or contract and get a rate breakdown, hidden-fee flags, market benchmark, and a branded PDF audit report you can hand straight to the customer.
Close My Deal AI
Upload the bill and get a closing strategy: the pitch angle for that account, a personalized script, and the objections you should expect with answers ready.
Daily market intelligence
Electricity and natural gas movement across PJM, NYISO, ERCOT, and ISO-NE, with weather impact and market alerts so you know when to tell a customer to lock.
12-month AI forecast
Forecast a managed account's spend for the next twelve months and track it against the savings guarantee you sold, so renewals defend themselves.
Commission tracking
Every line item — period, account, kWh, rate, amount — moving through accrued, approved, and paid, with account-level and team-level rollups.
Payout profiles
Agents set direct deposit or Zelle details and upload ID once. Payments release 3–5 business days after the supplier pays Keystone.
Referral center
Your own referral code, link, and QR code with 90-day attribution. When someone uploads a bill through your link, the lead is attached to you and you get an email immediately.
Marketing center + business cards
Print-ready front-and-back business cards you design in the portal, plus social graphics and a partner program overview you can send prospective sub-agents.
Agent handbook + scripts
The broker agent agreement, welcome packet, full handbook, and the phone and in-person scripts that new agents use to book their first bill in week one.
See the AI workflow
Walk the same four steps an agent runs on a live account — upload, extract, audit, and hand back a branded report with the next move already queued up.
Sample data — illustrative only
Drop a utility bill or contract
PDF, JPG, or PNG — up to 10 MB
riverside-plaza-electric-june.pdf
1.8 MB · Analyzing…
Keystone vs. brokering the old way
| Where deals stall | Typical broker setup | Keystone platform |
|---|---|---|
| Prospect list | Bought lists, cold databases | AI-ranked real businesses with usage estimates |
| Bill analysis | Manual spreadsheet math | Instant AI audit with market benchmark and PDF |
| Sales coaching | Whatever your upline has time for | Close My Deal AI on every account |
| Market timing | Guesswork | Daily PJM / NYISO / ERCOT / ISO-NE intelligence |
| CRM | A separate paid subscription | Included — leads, accounts, contracts, commissions |
| Commission visibility | Monthly statement, if that | Live line items: accrued, approved, paid |
| Payout speed | 30–90 days, trickled monthly | 3–5 business days, upfront options available |
How Keystone compares to Broker Online Exchange and Power Kiosk
Broker Online Exchange and Power Kiosk are quoting and back-office platforms: you bring the deal, they help you price and paper it. Keystone is the only AI-powered energy broker platform that works the whole cycle with you — finding the account, reading the bill, coaching the close, and paying you out.
| Capability | Quoting platforms (BOX, Power Kiosk) | Keystone |
|---|---|---|
| Core purpose | Quote engine and back office — you supply the pipeline | End-to-end AI platform: prospect, audit, close, track, get paid |
| Finding accounts | Not included — buy lists or cold call | AI prospecting on real verified businesses, ranked by procurement upside |
| Bill analysis | Manual review, then key the data into a quote | Instant AI bill audit: rate breakdown, hidden fees, benchmark, branded PDF |
| Sales coaching | Training libraries and webinars | Close My Deal AI writes the pitch, script, and objection answers per account |
| Market intelligence | Price matrices and index charts | Daily AI briefing across PJM, NYISO, ERCOT, ISO-NE with weather and lock alerts |
| Renewal defense | Contract expiration reminders | 12-month AI spend forecast tracked against the savings guarantee you sold |
| CRM | Included or bolt-on, quote-centric | Included and deal-centric — leads, accounts, contracts, commissions in one place |
| Referral generation | Not offered | Personal referral link and QR code with 90-day attribution and instant lead alerts |
| Commission model | Platform fees or a cut off the top, tiered splits | Flat 50/50 net commission, no license, seat, desk, or volume minimums |
| Payout speed | Supplier-cycle dependent, typically monthly | 3–5 business days after supplier payout, with upfront options at execution |
Comparison reflects Keystone's own platform and the publicly described feature sets of Broker Online Exchange and Power Kiosk at the time of writing. Vendor offerings change — verify current details with each provider.
Built on real supplier access
Software alone does not close energy deals. The platform sits on top of Keystone's licensed position in every deregulated electricity and natural gas market we serve, with 25+ retail suppliers quoting against your accounts and a back office that handles enrollment, contract execution, and renewal timing.
Commission is paid in mils per kWh or therm and split 50/50 on net commission. Sub-agents are paid out of your half unless they contract directly with Keystone; team leaders run 40% producing agent, 10% team leader, 50% Keystone. It is all written down in the broker agent agreement inside the portal.
- No license, seat, or desk fees
- No minimum volume requirements
- Upfront commission options at contract execution
- Licensed across every deregulated market we serve
Frequently asked questions
What is an energy broker platform?
An energy broker platform is the software an independent energy broker uses to find commercial prospects, audit utility bills, quote suppliers, close contracts, and track commissions. Keystone's platform bundles all of that with live supplier access and an AI assistant, so agents do not need to buy a separate energy broker CRM.
Does the Keystone platform replace an energy broker CRM?
Yes for most agents. Prospects, leads, accounts, referral traffic, contracts, and commission line items all live in the same portal, so you can work a deal from first call to payout without a second system.
How much does the platform cost?
Nothing. The platform is included for Keystone partner agents. There are no license fees, desk fees, seat fees, or minimum volume requirements — Keystone earns when you earn, on a 50/50 split of net commission.
How does the AI prospecting engine find businesses?
It pulls real, verified businesses by industry, city, and size, then ranks each one by how likely it is to benefit from energy procurement — estimated annual usage, facility type, and market conditions — and produces an itemized electric and gas commission estimate at your split.
How fast do agents get paid?
Commission is paid 3–5 business days after the supplier payout is received, by direct deposit or Zelle. You set your payout method inside the portal and can watch each line item move from accrued to approved to paid.
How is Keystone different from Broker Online Exchange or Power Kiosk?
Those are quoting and back-office platforms — you bring the pipeline, they help you price and paper the deal. Keystone is the only AI-powered energy broker platform that covers the full cycle: AI prospecting finds the account, an AI audit reads the bill, Close My Deal AI coaches the close, daily AI market intelligence times the lock, and a 12-month forecast defends the renewal — with a flat 50/50 split and payout in 3–5 business days.
Do I need energy experience to use the platform?
No. The platform ships with the agent handbook, phone and in-person scripts, objection handling, and an AI advisor you can ask market questions in plain English. Most agents come from insurance, telecom, merchant services, solar, or commercial real estate.
Get the platform, keep half the commission
Apply to partner with Keystone and your portal login, supplier access, and AI toolkit are live within a week.