Price Matching

For 2024 we have added/updated the Price Match Payers in EXA

You will need to choose by State, see below screenshot

If your called is bookin and is providing Price Match details, you will select the correct payer and run Simplicity

If the price they are communicating is above or right at what Simplicity provides you are good to use, if the price is under we can offer what Simplicity shows as the lowest.

For example:

1.   Caller states they have a price match of $275 from another company

We select the carrier (by State), run Simplicity, and we get a quote back of $245, we are good to allow the $275 match

2.    Caller states they have a price match of $120 from another company

We select the carrier (by State), run Simplicity, and we get a quote back of $245, we cannot honor a $120 price match but we can offer the $245