My clients forget what they’re taking or why they’re taking it. Can you give me any answers?
BestPlanPro 2.0 uses our patent-pending evolution system to give you most common uses for medications and most common treatments for different impairments.
Where It Is.
In BestPlanPro, when you enter a Medication into the Health & Underwriting Wizard, there’s a field named Prescribed to Treat that appears when the system recognizes the entry as a medication. Underneath this field, there’s an option to See related impairments. Alternatively, if you type in a Condition that the system recognizes, there’s an option to Quick Add Med(s). If you don’t necessarily know what Medications to input, you can click on Show options.
What You Get.
Previous analyses completed in BPP, stripped of any agent-related information, is processed for data to help the system learn based on real agent feedback. In the case of having BPP predict the conditions based off of the medication, after clicking on See related impairments, a list of possible conditions will appear in which you can choose from. In the case of finding the correct medication based off of the condition, after clicking on Show options, a list of possible medications will appear in which you can select to quick add the medication.
Note that in each case, there’s an option to sort the results either by Recommended or by Alphabetical order (A-Z) with the Recommended sorting being the default option.
Why It’s Helpful.
There are times that clients might be unsure about what names of medications or conditions they need to put into their Underwriting profile. Instead of having to postpone the underwriting appointment or take time to do research on medications and conditions, we can let BestPlanPro narrow down the search and cut the underwriting time down immensely. BPP remembers what combinations of medications and conditions have been paired up in previous analyses; this data is not tied to any personal information or agent records. If 5 medications come up for a condition with equal frequency, these will be organized in alphabetical order even if Recommended is selected for sorting the list.