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
In addition to producing quotes, our software allows an agent to make accurate recommendations across insurance companies and products.
“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
Save time sell more with our life insurance underwriting tool.
