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Get a Plain-Text Copy of a Case

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Get a Plain-Text Copy of a Case

Here’s how to obtain a plain-text copy of your current case to build a profile or portfolio on a client, send to an underwriter if you have a question, or share with a team member who doesn’t have Best Plan Pro.

How to Copy Data in Best Plan Pro 2.0

In BPP Online Version 2.0, this feature can be found under Data > Copy Case File. The keyboard shortcut Ctrl+! works as well.

After clicking Copy Case File, you will receive this prompt in your browser:

Additionally, something like the following will be copied to your clipboard, ready to paste into a Word document or email:

Proposed Insured Details (from BPP) Basic Information DOB: 11/14/1955 SEX: Female HEIGHT: 5’9″ WEIGHT: 170 ZIP: Open Enrollment: Yes NICOTINE LAST USE: Never Coverage Information REQUESTED FACE VALUE: $25,000|$15,000 STATE: Texas MEDICATIONS (First Fill = F, Last FILL = L) INSULIN for DIABETES at dosage UNKNOWN F (10 YEARS AGO) L (11/14/2020) CONDITIONS (Diagnosed/Most Recent Event = Dx, Last Treatment = LT) DIABETES Dx (11/27/2010) LT (11/14/2020) BIPOLAR DISORDER Dx (5 YEARS AGO) LT (11/14/2020).

How to Copy Data in Modern, Classic, and Windows Versions

In BestPlanPro Windows Edition, this feature can be found under Data > Copy Data. The keyboard shortcut Ctrl+! works as well.

On BestPlanPro Online, this feature can be found under Data > Copy Data. The keyboard shortcut Ctrl+! works as well (depending on your browser).

Something like the following will be copied to your clipboard ready to paste into a word document or email:

Proposed Insured Details (from BPP)
Basic Information
    DOB: 12/17/1953
    SEX: Female
    HEIGHT: 5"2'
    WEIGHT: 208
    ZIP: 
    Open Enrollment: false
    NICOTINE LAST USE: Within the Last 12 months
Coverage Information
    REQUESTED FACE VALUE: $7,500
MEDICATIONS (First Fill = F, Last FILL = L)
    METFORMIN for DIABETES at dosage 0 F (08/05/2020) L (08/05/2020)
    METOPROLOL for HIGH BLOOD PRESSURE (CONTROLLED) at dosage 0 F (08/05/2020) L (08/05/2020)
    GABAPENTIN for PAIN at dosage 0 F (08/05/2020) L (08/05/2020)
    ARIPIPRAZOLE for DEPRESSION at dosage 0 F (08/05/2020) L (08/05/2020)
CONDITIONS (Diagnosed/Most Recent Event = Dx, Last Treatment = LT)
    DIABETES Dx (08/05/2020) LT (08/05/2020)
    HIGH BLOOD PRESSURE (CONTROLLED) Dx (08/05/2020) LT (08/05/2020)
    PAIN Dx (08/05/2020) LT (08/05/2020)
    DEPRESSION Dx (08/05/2020) LT (08/05/2020)