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Import / Export Settings

How can I backup my settings so I can load them between BPP Online and Windows Edition?  Or how can I back them up in case I need to switch machines or clear my browsing data? This question encouraged the development of the Import/Export Settings feature for Best Plan...

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...

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...

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...

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...