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.
Where it is.
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.
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.
You will then be prompted to select the file you wish to load.
What You Get.
Once you load your data, the health profile will reflect the case you loaded.
What it looks like
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!
Up-sell & Cross-Selling
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..