You’re about to become the best underwriter you know – your Best Plan Pro order was successful! Let’s start the rapid onboarding process.
Doing that will ensure your success. If you’ve already done this, visit the customer portal in the main menu to access your credentials.
Best Plan Pro is an insurance pre-qualifying tool which is designed to rapidly assist with fact-finding and preliminary assessment all within a sales process-agnostic methodology.
Important Features
You don’t need to think about your quoting tool. But you should know how to use it.
Best Plan Pro is designed to make your job easier with a host of helpful features.
Windows Edition
You can run Best Plan Pro on your Windows Machine fully offline without any technical limitations. This version and BPP Online are cross-compatible.
BPP Online
You can run Best Plan Pro on any internet-connected device. This version and Windows Edition are cross-compatible.
Quoting Flexibility
You can run as many quotes as you’d like – by face amount or by monthly budget.
Fact Finding
Explore multiple ways of fact-finding medications and conditions with automatic generic processing, typo correction, and more.
Plan Info
Comprehensive plan-specific information is provided to help you determine the right product (phone numbers, eApp link, social security requirements, payment methods, etc.)
Control Your Case
BPP is HIPAA compliant (doesn’t store PHI). Our data-based options allow you to save your case and come back to it, create a read-only version to show your client, or get a link for your CRM.
Robust
Process all of the carriers & products you’re appointed with in 60 seconds, or all of the products in the industry with FEX Competitive Analysis Mode. Or compare multiple product types (FEX, Term*, Med Sup*) at the same time.
*Term and Medsup are experimental.
Simple + Powerful
BPP is your tool. Use it how you’d like! However, remember that the more data you put in, the more comprehensive the result.
Transparent
No matter how you sell, Best Plan Pro will adapt to you. We’ve designed a common solution for face-to-face, telesales, agents who prefer medications-first, impairments-first, organ systems, budget-based, and more.
Best Plan Pro is so adaptable, within the first 7 days, most agents pay for the entire year.
We work with carriers to know the risk profiles they’re looking for to ensure that your know how to best help your client. We handle non-medical underwriting as well (so you don’t have to remember that Graded only goes up to 75yo in NC for Female).
Placement
We generally expect experienced agents to place 10-15% more business with BPP (and get an extra 4-5 appointments in per week). New agents place around 15-20% more business.
G.I. vs Day One
Large telesales rooms have reported that Best Plan Pro decreased Guaranteed Issue business by 25% in exchange for Level Coverage.
