July 2025 - Enhanced Experience for Returning Shoppers

Summary

We're introducing an improved return shopper flow that helps consumers identify expired quotes and request renewals directly from installers, without going through the RMQ (Refresh My Quote) process. This update includes visible expiration dates on quotes and a streamlined renewal request system that will help you identify high-intent leads and adapt to market changes more effectively.

What's changed?

Visible Quote Expiration Dates: Quotes now display clear expiration dates in the consumer shopping experience, helping shoppers understand when quotes are no longer valid.

Direct Renewal Request Flow: Consumers can now request renewed quotes directly from installers who have previously quoted them, bypassing the traditional RMQ process.

Enhanced Installer Notifications: You'll receive notifications in your message center when leads request quote renewals, ensuring you never miss an opportunity to re-engage.

Improved Data Collection: The new flow prompts consumers to upload updated electric bills when requesting renewals, providing you with more current and accurate information.

Here's a glimpse of how your quote will appear to shoppers with these enhancements.

How it works

For homeowners:

Expired quotes are clearly marked with expiration dates in their shopping experience
A new renewal request flow allows them to easily request renewed quotes from previous installers
They're prompted to upload current electric bills to ensure accurate pricing

For you:

You'll receive message center notifications when leads request quote renewals
The quote view interface has been updated to accommodate expiration date management
You can proactively manage quote validity dates to align with market conditions

What action do installers need to take?

Monitor Your Message Center: Check regularly for renewal request notifications from returning shoppers.
Update Quote Validity Dates: Proactively manage your quote expiration dates to reflect current market conditions, pricing, and equipment availability.
Respond Promptly to Renewal Requests: When you receive a renewal notification, review the updated customer information and provide a refreshed quote quickly to maintain engagement.
Leverage Updated Customer Data: Use the refreshed electric bill information and other updated data to provide more accurate and competitive quotes.

Where will you see this change?

Consumer Shopping Experience: Expiration dates will be visible on quote cards and detail pages.
Installer Message Center: New notification types for renewal requests will appear alongside your existing lead communications.
Lead Details Pages: Updated customer information from renewal requests will be reflected in lead profiles.

When will this change be live?

July 30, 2025 - This update will be rolled out to all users simultaneously, with no testing phase. Launch date is subject to change.

How to Learn More

For additional support with the new return shopper experience, reach out to your Partner Success Manager or contact the EnergySage support team.