5. Policies, Automation & Governance
Monthly Broker Audit Process — Effective 15th of Each Month 🧾
Why this exists Every broker says they follow the process. The audit confirms who actually does. From the 15th of each month, BOS carries out routine quality assurance checks on a small sample of broker submissions from the previous 30 days. This is ...
Live Rate Monitoring by Supplier đź“Š
What’s Changing From 1 January 2026, broker performance will be tracked live by supplier for every submission. This isn’t about micromanagement; it’s about maintaining standards. Errors mean unpaid work for everyone, and we don’t have time for that. ...
Supplier Portals & Status Checks – Why You Shouldn’t Call Them 📞
? What’s this about? We often get messages like: "EON said nothing submitted, what the hell you guys doing?" “EDF said they can’t see the contract.” “The supplier told me it’s live — can you check commission?” This KB explains why contacting ...
Weekly Broker Performance Report – How to Read It 📊
? What’s this about? The Weekly Broker Performance Report is an automated email sent to all active brokers every week. It gives you a snapshot of your portfolio health — what’s performing, what’s failing, and how your mix of contracts stacks up. ...
Daily Error Report – What It Is & How to Use It ⚠️
? What’s this about The Daily Error Report is an automated email sent at 8:45 am when you have contracts in Error status. It shows which sales need fixing before suppliers cancel them — saving you time, commission, and reputation. If you have no ...