The #1 Final Expense
Underwriting Tool
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The #1 Final Expense
Underwriting Tool
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The Final Expense Quote Engine Trusted by:
- Agents
- Agencies
- Carriers
Save time underwriting easily for several carriers at once.
Get your questions answered immediately instead of through your upline, chat room, or cheat sheet.
Tailor-made quotes based around your client’s health and finances.
Get Your 7-Day FREE Trial
with a 30-day money back guarantee.
Are you wasting money on leads?
Are you writing business that’s going to be replaced?
Do you have to update cheat sheets?
Do you spend time updating reference guides?
How do you underwrite?
How long do you spend looking up generics or combing through guides?
Can you fit in one more appointment?
If you saved 20 minutes per appointment, would you make more money?
Instant Underwriting?
Do you need to call your upline or field agent calls for more complex health cases?
Do your tools make you money?
If you could increase placement by 15% would you?
What is Best Plan Pro?
Ever imagine just entering in a client's health data and financial information and just getting back a list of who would accept them? Best Plan Pro does just that. This patent-pending system requires NO followup questions and gives instant health-based risk assessments offline or online.
- You choose the products your licensed to sell
- Sell however you want without the system getting in the way
- Get multiple quotes with or without a health assessment
- Getting an underwriting assessment for 1 carrier or 40 carriers in less than 60 seconds – BPP is fully customizable.
Best Plan Pro automates generic research, processing medication guides, underwriting guides, height & weight guides, and pricing calculations.
What plan should you look at first? Let Best Plan Pro help answer that question.
What Best Plan Pro Supports
- Height & Weight Exclusions
- State Restrictions
- Face Value Restrictions
- Maximum Face Value for a given budget calculations
- Quote multiple face amounts and consider underwriting
- Combination restrictions based around state, face value, and health (i.e. a Modified Plan not being available in a particular state at a particular face value)
- Suggestions of many conditions associated with medications
- Automatic generic lookups for each medication
- Categorical condition support
- Per carrier definitions of Treatment vs Maintenance
How Best Plan Pro Helps
- Get an apples-to-apples comparison of each plan with the best plan for the client at the top of the list
- Ability to Import/Export Data
- Consistent & easy to use interface
- Help with spelling medications and conditions
- Underwriting and quoting at the same time
- When you decide on a plan, have all of the information you need in front of you (phone numbers, acceptable payment methods, definition of nicotine, and more)
4 Versions To Choose From
We believe in choice. As we’ve made improvements to Best Plan Pro through the years, we have created new versions of it without removing previous versions. Use what helps you sell best! All versions are compatible with each other and can run the same products.
Theme: 2.0
- Use online on desktop, tablet, or mobile
- A highly functional, intuitive, and beautiful interface
- Uses patent-pending technology to speed up the fact finding process
- Fastest of the 4 versions for fact-finding platforms
- Displays carrier logos for quick reference
- Compatible with all of the other versions of Best Plan Pro
Theme: Modern
- Use online on desktop, tablet, or mobile
- A classic-inspired theme with more features
- Restructured results (compared to classic) to see more results at once
- Provides a lot of up-front control for adding meds & conditions
- Compatible with all of the other versions of Best Plan Pro
Theme: Classic
- Use online on desktop, tablet, or mobile
- An online-version of the Windows Edition
- Inspired by Office 2003 / Windows XP
- Compatible with all of the other versions of Best Plan Pro
Windows Edition
- Can run fully offline on Windows PC
- Can also run online if you notice your computer is slow
- Inspired by Office 2003 / Windows XP
- See results processing in realtime
- Compatible with all of the other versions of Best Plan Pro
Get back to Selling,
We’ll Handle the
Underwriting.
Get your 7-Day FREE Trial
with a 30-day money back guarantee.