You know the feeling. You get a Claim-it® Referral Marketplace notification, but by the time you check, someone else has already grabbed it. Gone in seconds.
Now, you have more control than ever. With Smart Value Pricing, referrals start at a set price and gradually decrease over time—but wait too long, and someone else will beat you to it. Think of it like an auction, where smart agents win by acting at the right moment.
What Is Smart Value Pricing?
Smart Value Pricing is an intelligent pricing model that adjusts referral costs over time, ensuring you get the best possible value for your investment. Instead of a flat-rate system, this feature gradually reduces the price of each referral as time passes, allowing you to claim referrals at a price that fits your budget and strategy.
How Does It Work?
With Smart Value Pricing, each referral starts at a set price, which then gradually decreases over time. Here’s what that means for you:
- Claim Early for High-Potential Referrals – If you want to secure a referral right away, you can do so at the initial set price.
- Save More by Waiting – If a referral remains unclaimed, its price will drop over time, giving you a chance to grab it at a lower cost.
- Act Fast to Win the Best Opportunities – The longer you wait, the more likely another agent will claim it first.
- More Transparency & Control – You’ll see the price of each referral in real time, allowing you to decide when to claim based on your budget and strategy.
Why You’ll Love It
Smart Value Pricing isn’t just about cost savings—it’s about maximizing every dollar you invest in new business opportunities. With this new feature, you can:
✔ Optimize Your Spend – Choose when to claim based on price adjustments over time.
✔ Improve Profit Margins – Get referrals at the right price for your business strategy.
✔ Gain a Competitive Edge – Adapt your approach to maximize efficiency and profitability.
✔ Browse and Claim Anytime – The Claim-it® Referral Marketplace is always live, so you can grab opportunities as they appear.
✔ Stay Notified – You’ll still receive email and text notifications about new referrals, but now you can also browse in real time without waiting.
Ready to See Smart Value Pricing in Action?
For our current Claim-it users, Smart Value Pricing is rolling out now, giving you more flexibility and value than ever before.
If you’re not yet using Claim-it Referrals, now is the perfect time to get started. Request a demo today to see how Smart Value Pricing can help you grow your book of business while keeping your costs in check.
Claim-it Referrals and Smart Value Pricing are built to help independent insurance agents like you win more business efficiently. Try it out and take control of your referral strategy today!
