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.

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with a 30-day money back guarantee.

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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.

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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.