Case Study: Crius Energy achieves efficient, compliant customer communications for 1.5 million clients with ActiveDocs

Crius Energy communicates with 1.5 million clients using ActiveDocs

Crius Energy, a large independent energy retailer serving about 1.5 million clients, needed to improve the efficiency and compliance of its customer communications across multiple brands and regulatory environments. After evaluating the market, Crius selected ActiveDocs and its document automation solution (ActiveDocs Opus) to replace a legacy custom system and centralize communications management.

ActiveDocs implemented an automated, CRM-integrated solution using Snippet and Delivery Management features to generate highly customized letters and statements in batches or on demand across 12 states, and to control channel and recipient routing. The ActiveDocs deployment gave business users direct control of content, traceable single-source document management, multi-channel delivery (paper or email), and replaced the legacy system—streamlining compliance and scaling communications to Crius Energy’s 1.5 million clients.

Crius Energy