You have

Best Plan Pro!

You’re about to become the best underwriter you know. Let’s begin the onboarding process:

Watch our tutorial videos 👉

Watch our tutorial videos 👇

Log into the customer portal to access your login credentials

Activate the software and start running quotes

Log In Here

Video Tutorials

Our tutorial videos cover all aspects of Best Plan Pro!

Watch Video Tutorials

How to Use Best Plan Pro

Copy of Pink Social Media Post Instagram Template - 1

Step 1

Set your password

Please check your inbox. You should have received an email to set up your Best Plan Pro password.

Step 4

Start quoting & fact finding

Explore multiple ways of fact-finding medications and conditions with automatic generic processing, typo correction, and more.

Step 2

Activate your subscription

Log into the customer portal and copy your BPP keycode and email address.

Then, return to your BPP dashboard
and select Settings > Software Registration. Paste the keycode and email address, then click Activate.

Step 5

Get your clients day-one coverage

Get comprehensive, plan-specific information to help you determine the right product for your client.

Step 3

Set your preferences

Set your default coverage state, carriers, and products, then start running Best Plan Pro on any internet-connected device.

Step 6

Control your case

Our data-based options allow you to save your case and come back to it later, create a read-only version to show your client, or get a link for your CRM.