The #1 Final Expense
Underwriting Tool.
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The #1 Final Expense
Underwriting Tool
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Write what's best for your clients.
Best Plan Pro automates generic research, processing medication guides, underwriting guides, height & weight guides, carrier state availability, age restrictions, and pricing calculations.
We handle the nuances of underwriting so you can focus on what you do best — selling.
Fast. Consistent. Accurate.
See what makes Best Plan Pro the best field underwriting tool in the industry.
Save hours of time every day
Reduce calls to uplines, reliance on chat rooms, and time spent dealing with cheat sheets.
Place 10-20% more business
Make accurate recommendations with confidence and improve your placement rate.
Focus on selling and closing
Find the best products for your clients in minutes and get them day-one coverage.
What Is Best Plan Pro?
Best Plan Pro is a pre-qualification engine that simplifies underwriting for insurance agents. Our fully customizable system automates time-consuming and error-prone tasks, like looking up drugs that may be misspelled in prescription guides or checking if a misdemeanor conviction changes eligibility.
- Choose the products you're licensed to sell
- Sell however you want without the system getting in the way
- Get multiple quotes with or without a health assessment
- Receive an underwriting assessment in less than 60 seconds
Wondering which plan should you look at first? Let us help.
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)
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
4 Versions to Choose From
Best Plan Pro is committed to helping you sell the best products for your clients with the best user-friendly technology. As we continue to make improvements, we create new versions of the system without removing previous iterations. All BPP versions are compatible with each other and can run the same products. Choose what helps you sell best.
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
What People Are Saying
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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. Best Plan Pro is the most consistent and reliable field underwriting tool our industry has to offer. Stop guessing what the carriers will approve and start knowing!
David Paul,
Director of Simplified Issue Life
AmeriLife
Best Plan Pro is simply the best underwriting software available to independent agents. No matter how complex the underwriting case is, Best Plan Pro can tell you with almost perfect accuracy what carrier will accept your client as well as the rating class, just in a few clicks. I highly recommend the product for agents needing additional help underwriting their final expense prospects.
David Duford,
DavidDuford.com
Best Plan Pro has been a game changer for me and my team. Being able to have a system in place that gives us a quick and consistent answers is amazing. Its increasing our persistency and making the team place business quicker and help more clients. Big win all around.
Nate D, Nebraska
Get back to selling.
We’ll handle the underwriting.