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Payment Types by Carrier/Product & Faster Access

How can I quickly go through each carrier/product to see who accepts Credit Cards? This information is inside the Plan Info window for Best Plan Pro. Where it is. The Plan Info appears when clicking on a result in the Recommended Plans area. When you click on one of those results, you’ll see a window […] Read more

Term coming Jan 15, Med-Sup Available Now

You read that right.  Term support is coming January 15, 2021 and Medicare Supplement is available now.  The support is experimental for right now.  What does “experimental” mean you might be asking.  Well, it means something is in active testing, but ready for you to use, as long as you keep in mind that it’s […] Read more

Copy Data

Can I get a plain-text copy of the data I can send to an underwriter if I have a question or to someone on my team if they don’t have Best Plan Pro? This question encouraged the development of the Copy Data feature for Best Plan Pro. Where it is. On BestPlanPro Windows Edition, this […] Read more

More Specific Nicotine Options

My client only smoked cigars occasionally.  How can I get the underwriting to reflect that?  I know some of my carriers only care about cigarettes and frequent cigar use. This question encouraged the development of the Nicotine Options feature. Where it is. On Best Plan Pro Windows Edition, you can use keyboard shortcut Ctrl + N […] Read more

Get a Link (BPP Online Feature)

My CRM doesn’t allow attachments.  Is there a way I can get a link to the case instead of the actual case?  I’m using BPP Online. This question encouraged the development of the Get a Link feature. Where it is. On BestPlanPro Online, this feature can be found under Data > Get a Link the keyboard shortcut Ctrl […] Read more

Email Data (BPP Online Feature)

I’m not using my regular device.  Instead of saving the Case, can I get it emailed to me?  I’m using BPP Online. This question encouraged the development of the Email Case feature. Where it is. On BestPlanPro Online, this feature can be found under Data > Email Data the keyboard shortcut Ctrl + E works as well (depending […] Read more

Just Need FEX Quotes?

Here’s how to get Final Expense Quotes without enacting underwriting checks. Set your Producer Setting > Show Alternate Prices setting Leave Medications and Conditions Blank Run the Analysis When you click on plan info, you’ll see all of the different possible pricing options for each plan Why might you want this? Maybe you know where […] Read more

Multiple Simultaneous Face Value Evaluation

“It would be very helpful to be able to run multiple quotes at the same time. I usually do 2 or 3 at a time.” This customer feedback encouraged us to design our multiple, simultaneous face value evaluation feature (which we call multi-face value). Where is it. As you type in your desired face value, […] Read more

Getting Started in Telesales

Times are changing and it’s time to consider telesales. As an insurance agent, you may have thought this exact thing.  But how do you get started?  Here are 6 points to consider: Make sure you’re contracted Make sure your office space is pleasant Get Highly Organized Learn Your Carriers Logistics Use your tools (Dialer, Headset, […] Read more

BestPlanPro Online

“Can I use BPP on my iPad or on my phone?” This customer feedback encouraged us to develop BestPlanPro Online – a cross-platform version of BestPlanPro that allows for any modern internet-connected device to use BestPlanPro Where is it. You can access BestPlanPro Online by going to online.bestplanpro.com. What it solves. You can now use […] Read more

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