I just need a quote. How do I do that?
This feedback inspired the development of Quote Only Mode.
BPP Instructions by Theme Select the version of BPP for which you'd like to see instructions.
Where it is.
In BestPlan Pro 2.0, the Quote Only Mode has been reworked. If you want Quote Only Mode, make sure the Health & Underwriting toggle switch is off. As long as this option (bottom of the page) is toggled off, then the analysis will be run in Quote Only Mode.
Simplified Quoting
Quote-only mode ignores any supplied medications & conditions. However, it does not ignore the Basic Information & Configure Coverage sections. You can still run multiple quotes, check the budget, and refine nicotine options. This is best used when you know someone is going to qualify, you just need a more nuanced quote. This is usually combined with the restrict results feature.
Where it is.
In the menu bar, there is a button that is labeled Enable Quote Only Mode. Click this to run future analysis without needing to input medication or conditions.
Windows Version
Online Version
What You Get.
After enabling this feature, the ability to add medications and conditions disappear leaving only the Basic Information and Configure Coverage fields available for editing. Also notice that the button now reads Disable Quote Only Mode. Toggle this if you need to add medication and/or conditions in your underwriting.
Windows Version
Online Version
Simplified Quoting
Quote-only mode ignores any supplied medications & conditions. However, it does not ignore the Basic Information & Configure Coverage sections. You can still run multiple quotes, check the budget, and refine nicotine options. This is best used when you know someone is going to qualify, you just need a more nuanced quote.
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