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The Best Final Expense Underwriting and Pricing Engine

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Save time underwriting easily for several carriers at once.

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Get your questions answered immediately instead of through your upline, chat room, or cheat sheet.

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Tailor-made quotes based around your client's health and finances

  • Are you tired of relying on cheat sheets and chat rooms for underwriting answers?
  • Overwhelmed by all the Apps, Underwriting & Rx Guides needed to make a sale?
  • Tired of answering endless underwriting questions from your down line?
  • If money and time are both extremely important to you, then there is now a better way…
  • BestPlanPro is an agent-friendly underwriting calculator/quoting engine that puts your clients in the best possible policy, while putting more money in your pocket and saving you time.

Best Plan Pro, BETA Software from Software Automation Holdings, is the easiest way to determine the best possible plan for whole-life underwriting.

This is underwriting calculator with a quoting engine built in.  If you sell final expense, you don't need to subscribe to a quoting tool.  It's better than a cheat sheet, more accurate than memorizing 40 pages of medications, and easier for the Final Expense agent to concentrate on selling the right product.

Choose Products that you're qualified to sell and get information about the best plan in less than 1 minute with this software.

The Windows application can be used offline (while in house) or the online version can be used on any modern internet-connected device.  Updates for additional plans and optimizations are released regularly.

What BestPlanPro Supports

Height & Weight Exclusions

State Restrictions

Face Value Restrictions

Maximum Face Value for a given budget calculations

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

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How BestPlanPro 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

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)

Get back to selling, we'll handle the underwriting.

Testimonials