I’m running a quick quote for a lead and don’t want to get too in the weeds. How can I just enter someone’s age instead of date of birth?
Best Plan Pro has a built in age calculator that will help with identifying your client’s year of birth on the fly.
How To Access This Feature.
There are 2 ways of accessing this feature:
- One is clicking the “Age” label above the date of birth
- Clicking anywhere in the Date of Birth field and typing an exclamation point
Where Is It.
Under the Basic Information area of BPP, you can see the Date of Birth field.
Click on the 0 Years Old (or Age in BPP Online Version) to open up a dialogue box that’ll ask for the client’s age.
What You Get.
Once you input the client’s age into the box, our system will automatically set the Date of Birth field to a birthday that matches that age.
Be careful with this feature as some products use the nearest age instead of the attained age.
Simplifying the Underwriting Process.
We are very keen on making every BPP user’s experience as smooth as possible. We believe that the Underwriting process needs to be simple and clean for all agents. The age calculator feature is only 1 of many that can help make every agent’s job easier. With over 20 features, let our product do all the heavy lifting for you. Please refer to our full features page to see what else Best Plan Pro can do for you! If there is a feature you want to see added to our software, feel free to suggest a new feature by contacting us here!