Underwriting life insurance is hard. We make it easier.
Ditch your cheat sheets
Navigating each carrier’s unique requirements can be a daunting task. Best Plan Pro gets up-to-date policy information directly from carriers and ensures the deals you write have the best chance of getting approved. No more guesswork. No more underwriting guides.
Boost your accuracy
With Best Plan Pro, you can say goodbye to tedious manual entry and unexpected outcomes. Our system auto-fills medication names, recognizes dates, and fixes typos for easier fact-finding and more dependable results.
Close more deals, faster
You need to move quickly when you have a client on the line. Our patent-pending inference engine reduces the number of questions you have to ask and standardizes 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 conditionsrn
- Countless cheat sheets, chat rooms, and underwriting guidesrn
- Constant calls to your up-line managerrn
- Declines once you submit the application
- Access to a database of 200,000+ meds and conditionsrn
- Accurate underwriting info at your fingertipsrn
- A standardized question flow that increases your confidencern
- Higher chance of approval for your applications
Ensuring better outcomes for the agents, IMOs and insurance companies we serve
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.