Energy efficiency and rebate program engagement.
Good for customers. Good for communities. Good for the future.
We proactively invite customers to participate in efficiency programs, rebates, and energy audits—helping them save money while supporting sustainability goals and regulatory requirements.
Explore intelligent outreach
The challenge...
Many customers are unaware of available efficiency programs, rebates, and energy-saving opportunities.
Participation rates remain low despite strong program value.
Program complexity, eligibility confusion, and limited outreach reduce adoption.
Utilities must meet regulatory mandates while managing budgets and operational risk.
The goal is to connect the right customers to the right programs and incentives—making it easy to save energy, lower bills, and support a more sustainable future.
The objective...
The utility or energy provider set out to create proactive efficiency-program outreach that could:
- Identify eligible customers and segment by needs, home type, and behaviors.
- Invite participation in rebate offers, programs, and energy audits.
- Provide timely updates on offers, appointments, and program status.
- Educate customers on savings opportunities and enrollment steps.
- Offer personalized program and rebate recommendations.
- Guide customers through eligibility, scheduling, and application if needed.
- Send reminders in their preferred channel—SMS, voice, email, app, and IVR.
- Ensure accuracy, accessibility, and compliance in every interaction.
- Increase program participation, achieve regulatory goals, and reduce risk.

The Alvaria Intelligence
Platform approach.
The platform unifies customer, usage, building, and program data to identify eligible customers and the right programs.
AIP orchestrates personalized outreach, education, recommendations, and enrollment support at scale.
Outcomes are measured, learned, and used to continuously improve participation and program performance.
Agentic-led engagement that drives participation and impact.
& leads
An agentic agent informs, educates, and guides customers—sharing program details, estimated savings, and enrollment steps. When questions are complex or eligibility is uncertain, the interaction is seamlessly transferred to the right human expert.
Agentic begins and leads.
Human expertise joins when it matters.
Better experience. Higher participation. Greater impact.
Customer value...
- Personalized program and rebate opportunities
- Lower energy use and monthly bills
- Simple guidance and easy enrollment
- Help reducing environmental impact
- Feeling valued and supported
Business value...
- Higher program participation and adoption
- Greater energy savings and peak reduction
- Meets regulatory mandates and goals
- Lower cost to serve and operational risk
- Fewer payment hardships and delinquency
- Strengthens customer loyalty and trust
Smart programs. Stronger communities. Lower bills.
A better tomorrow.
Proactive efficiency and rebate engagement helps customers save energy, meet goals, and build a more sustainable future.
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