Saving and Loading Data

I have multiple clients per day, is there a way to come back to underwriting data that I’ve filled out before?

Saving and Loading data is one of the fundamental features of Best Plan Pro.  Here’s how to Save & Load customer data.  Just like you can save a document, you can save BPP case data.

You can save the client data by going to Data > Save Data or by pressing Ctrl S on the keyboard.  Save it like you would any file on your computer.  To load data back in, go to Data > Load Data.

 

Windows Version

 

Online Version

 

Next, you will be asked to name your data file, then select ‘Save’.

 

In order to load a previously saved data file, go to Data > Load Data or press Ctrl O on the keyboard.

Windows Version

 

Online Version

 

You will then be prompted to select the file you wish to load.

 

Once you load your data, the health profile will reflect the case you loaded.

Windows Version

 

 

Online Version

 

Best Plan Pro case files are cross-platform, meaning they work on BPP Online and Windows Edition.  That means you can run your case on your iPad, save it to Dropbox, and load it on your Desktop when you get back to the office!

Because BPP Case Files are files, you can send them via email.  We’ve seen people use this to their advantage by using the case file to help organize client data for Medicare, IULs/ULs/Term and other non-FEX products in particular.

BestPlanPro allows you to serve an unlimited amount of clients. Simply enter their demographics and medical data so you can save their information today and open it at their annual review and have their entire health profile at your fingertips..