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“How can I run multiple quotes at the same time? I usually need to run 2 or 3.”
This customer feedback encouraged us to design our multiple, simultaneous face value evaluation feature (which we call multi-face value).
BPP Instructions by Theme Select the version of BPP for which you'd like to see instructions.
v2 ThemeModern, Classic, and Windows Versions
Where is it.
In the Face Value(s) field, you can type in your desired amount and click the plus button to add it for BPP to factor into the analysis. As a shortcut, you may also press /
-
|
or Enter
after you typed in your desired value to add the value immediately.
Caveats.
You can run as many quotes simultaneously as you’d like. We haven’t limited it (yet). Typically, we’d recommend no more than 4 at one time. Here’s what you need to know. Just remember that the more face amounts you check, the slower the case runs (assume 4 face amounts means 4x slower).
What it solves.
Now you get can a few simultaneous quotes for your client. BestPlanPro still considers age, state, plan, and face amount exclusions for each independent face value, so if your client is looking for
$2,500
, $3,000
, or $5,000
of death benefit, the proper face value exclusions will be in place.