Two minutes to “yes, you qualify”
The eligibility phone call, self-served. Five questions — home type, heating fuel, planned upgrade, account status — and the screener shows every program the member qualifies for with estimated rebate amounts, then deep-links into the right pre-filled application. Embed it on your website and in outage-app banners. Drop-off analytics show where interest is leaking.
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The end of “just checking in” calls
A ready-made notification sequence — received, in review, needs correction, approved, paid — that keeps members informed at every workflow step.
Missing documents, without the phone tag
An automated correction sequence: specific missing-item requests, a secure edit link, and polite escalating reminders until the application is complete.
Deliver the good news properly
Polished approval and payment notifications — rebate amount, how it arrives, when to expect it — that turn program participants into program promoters.
A full rebate program in one save
The whole rebate stack in one bundle: application form, review workflow, budget tracker, notifications, inspection form, and reporting — pre-connected.
Free with any plan · Sets up in 15 min
Program Eligibility Pre-Screener
Free with any plan · Sets up in 15 min