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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

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

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

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

Last Loaded Case

“It would be great to see what the name of the last case I loaded is.” This customer feedback encouraged us to develop the Last Loaded Case Feature. Where is it. This feature is located under Configure Coverage area. What it solves. After you load a case by going to Data > Load Data, the filename […] Read more

Show Alternate Prices

“Sometimes the client omits information and then the underwriting review comes back differently than it says in BestPlanPro. It would be great if there was a way to show all prices so I can at least quote the correct price after the underwriting review gives a different result than expected.” This customer feedback encouraged us […] Read more

Maximum Monthly Budget

“It would be great if there was a way to show how much face value someone could get if they know their budget.” This customer feedback encouraged us to develop the Maximum Monthly Budget Feature. Where is it. This feature is located under Configure Coverage and takes priority over the Face Value field (meaning that if […] Read more