Tips for negotiating better insurance and energy deals using your data

Your platform data gives you leverage when negotiating with suppliers. Here's how to use it:

Insurance negotiation

Document your portfolio: Use the Portfolio Report to show total area, number of buildings, building types, and property values. Insurers give better rates to organized, well-documented portfolios.
Show claims history: If you have claim-free periods, your tracked invoices serve as documentation of continuous coverage without incidents.
Compare per-m² insurance cost across buildings — challenge quotes that are disproportionately high for certain properties.
Ask for portfolio discounts: If you manage 3+ buildings, most insurers offer bundled rates. Present your Portfolio Report PDF as evidence of scale.

Show your volume: The Portfolio Report (Financial module) displays your total annual consumption across all buildings. Higher volume means better bargaining power.
Compare spot vs fixed: Track your average realized spot rate from the billing dashboard against fixed-price offers. Sometimes fixed is cheaper after accounting for peak-hour exposure.
Demonstrate stable consumption: Buildings with low consumption variance (consistent monthly usage) are lower risk for energy providers — this should be reflected in your pricing.
Export month-by-month data: Use the Portfolio Report PDF/Excel export to share detailed consumption profiles when requesting quotes from new providers.

Get at least 3 quotes for any renewal and use your historical data to negotiate.
Review contracts annually — upload each renewal to build a continuous record.
Set renewal reminders based on invoice dates in the platform.

⚠️ This is general guidance only. Always consult qualified professionals before making financial decisions about insurance or energy contracts.