Underwriting life insurance is hard. We make it easier.
Ditch your cheat sheets
- Get the most up-to-date underwriting info directly from carriers
- No more guesswork or underwriting guides
- Write deals with the best chance of approval
Get a quote faster
- Fact find more easily with more dependable results
- Auto-fills medication names
- Recognizes dates
- Fixes typos
Close more deals
- Ask fewer questions with our patent-pending inference engine
- Standardize your question flow
- Less questions = faster close rates = more sales
Best Plan Pro users save an average of 30 minutes per case and place 15% 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.
Get back to selling, we’ll handle the underwriting.™
