Fact Finding with Best Plan Pro
Fact finding is the primary step of field underwriting and is one of the trickiest.
Clients forget medications. Clients don’t know how to spell. Processing thousands and thousands of cases, we’ve been able to create the most robust fact-finding aid for Final Expense. We have autocomplete, typo correction, intelligent search, automatic generic processing, intelligent date processing, and more …and it all happens behind the scenes so you don’t have to think about it.
We have nearly 100k known Medication & Use combinations along with thousands of known conditions & diagnostic criteria. We learn and automatically fix user typos (so if your client spells
ZARELTO, we automatically fix it). The system evolves over time based on the actual cases it processes and with weekly updates, you have stable & consistent underwriting with quick updates as the system learns from your cases.
Best Plan Pro is used by solo agents, agencies, and carriers alike. Learn more about some of our fact finding features and see why Best Plan Pro processes thousands of cases daily.
Essential Fact-Finding Features
- Did your client forget what medication they’re taking? Look up medication names by condition.
- Nearly 100k Medication & Use combinations – use Autocomplete & Autofill to speed up Medication Entry
- Automatic Typo Corrections (if you type in
ZARELTOit will automatically correct to
- Autocomplete & Autofill for Condition Search
- Automatic Intelligent Date Processing
- Common Abbreviations for quick data entry