We can shape SunEngine to fit the needs of your specific market and customer type.
Basic
Premium
Sales and Marketing Channel Management
Licensed, white-label, co-branded or Neighborhood Sun branded
Track channel partners and individual agents
Customize content for all marketing and enrollment pages
Track unique links for a specific project
Follow digital ad spend and progress
Add reps, partners, teams in admin tools
Track campaigns and referral programs with promo codes
Soft credit checks in realtime
Integrate with your own CRM platform
Configurable and personalized email drip campaigns
Scoreboard to track sales channels down to the agent level
Unique Portal Access for Asset Owners
View project dashboard with high level data
Import and export multiple forms of data
Access all contracts and customer data
Account receivable reports and details
Advanced insights into customer retention, churn, backfill and payments scheduled
User Experience
Choose projects by geography, eligibility, or marketing channel
Smooth and quick enrollment process
Save and Return feature
Streamlined income verification process for LMI prospects
Secure payment processing via bank or credit card
Customer log-in to view and edit account details
NSun Connect
Full spectrum customer engagement strategy
Events in the community with connected partner organizations
Compliance and sales training for all vendors and field agents
Quality assurance for all sales
Highly trained in-house customer service team
Inside sales team to follow up with leads
Multi-faceted email marketing campaigns
Easy Management
Whether you license, white-label, or use our brand and services, SunEngine integrates directly with your CRM, sales, marketing, and payment processing softwares, making reporting streamlined and effortless.
