Best Plan Pro

Find the Best Plan ...Fast

Fast, simple underwriting software for life insurance agents.

Our AI saves you time and boosts your bottom line. See more clients. Close more deals.

Try it Free
Best Plan Pro Product Display

Underwriting life insurance is hard.
We make it easier.

Ditch your cheat sheets

Patented system automates underwriting rules for all participating carriers
No more guesswork or memorizing endless guides
Write applications with higher placement rates and fewer declinations​

Make more accurate recommendations

Smart fields simplify fact-finding and quoting
AI auto-corrects medication and condition typos
Underwriting Wizard pre-qualifies across 50+ carriers
Only shows products your client actually qualifies for

Best Plan Pro users save time and place15% more business.

Hours spent researching medications and conditions
Countless cheat sheets, chat rooms, and underwriting guides
Constant calls to your up-line manager
Declines once you submit the application
Access to a database of 200,000+ meds and conditions
Accurate underwriting info at your fingertips
A standardized question flow that increases your confidence
Higher chance of approval for your applications

Automatically pre-qualify your clients for Term, Final Expense, and Whole Life insurance products using AI.

Get a quote in 3 easy steps.

Step 1: Enter Your Client’s Information

Our AI makes data entry easy with automatic abbreviation support, typo correction, and intuitive search.

Step 2: Choose Product Types

Select FEX, Term, MedSup, or Preneed coverage options and enter your client’s budget.

Step 3: Run a Quote and Make a Recommendation

Our software helps agents make accurate recommendations across insurance companies and products.

Don’t Just Take Our Word for It…


“If you’re doing business in the Final Expense, Life Insurance market and you’re not using Best Plan Pro, you are making a very big mistake.”

David Paul

Director of Simplified Issue Life AmeriLife


“Best Plan Pro is simply the best underwriting software available to independent agents.”

David Duford

Duford Insurance Group


“One of the best resources in the insurance space to help agents underwrite and know what option is best for the client.”

Marques Pagan

Life Insurance Agent

Get back to selling. We’ll handle the underwriting.™