by 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.
BPP Instructions by Theme Select the version of BPP for which you'd like to see instructions.
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.
Next, you will be asked to name your data file, then select ‘OK’. The file for your case will be downloaded to where your browser is set to download files.
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.
After saving a case file, you can safely exit BPP and load the case in the future if you need to work on another case. Note that when you save or load a file, there will be a message verifying the case is saved or loaded.
What it looks like
Cross-Platform
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.
Longevity.
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.
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.
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.
What You Get.
Once you load your data, the health profile will reflect the case you loaded.
Windows Version
Online Version
What it looks like
Cross-Platform
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.
Longevity.
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.
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