See All Features
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 fade into the background. However, there are a host of features that you'll certainly find useful
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 modern 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 Find
Multiple ways of fact finding medications and conditions. Automatic generic processing. Typo correction. And more.
Plan Info
Comprehensive plan-specific information provided to allow the agent to determine the right product (phone numbers, eApp link, social security requirements, payment methods, etc)
Control Your Case
HIPAA compliant (doesn’t store PHI). Various data-based options: Save your case for later and come back to it, create a read-only version and show your client, get a link for your CRM.
Robust
Process all of the carriers & products you’re appointed with within 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. If you just want to use it to lookup 1 drug, use it that way. It’s up to you. The more data 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 an experienced agents to place 10-15% more with BPP (and get an extra 4-5 appointments in per week). New agents, around 15-20%.
G.I. vs Day One
Large Telesales rooms have reported that they have noticed that Best Plan Pro decreased Guaranteed Issue business by 25% in exchange for level coverage.
