by on Too many options can make it difficult for a client to decide which one to buy. If your initial analysis comes back with too many options, adding the Restrict Results filters can narrow it down quickly.
With over 50 products and carriers in our database (and growing), every agent can refine their searches to reduce how many results they get back — especially if they’re using the built-in FEX Competitive Analysis Mode.
How to restrict results on Best Plan Pro 2.0
In Best Plan Pro version 2.0, this feature can be found towards the bottom of the form.
From here, you are able to toggle which tiers of products you want to be shown in the results panel after your next analysis. Simply click on the drop down menu and select your desired products.
With the results filtered to Graded or Worse, products that your client qualifies for which are, at best, graded will appear in the result and better types of coverage products will be filtered out. This also means that worse health products will show (i.e. Guaranteed Issue, Modified, etc.).
If the results are filtered with the ROP/Guaranteed Issue or Worse setting, only products of that level will show in the results pane; level, graded, and closer-to-face policies will be omitted from the results.
How to restrict results in Modern, Classic, and Windows Versions
This feature is located in the bottom left corner of the window:
From here, you are able to toggle which tiers of products you want to be shown in the results panel after your next analysis. Simply click on the drop down menu and select your desired products.
With the results filtered to Graded or Worse, products that your client qualifies for which are, at best, graded will appear in the result and better types of coverage products will be filtered out. This also means that worse health products will show (i.e. Guaranteed Issue, Modified, etc.).
If the results are filtered with the ROP/Guaranteed Issue or Worse setting, only products of that level will show in the results pane; level, graded, and closer-to-face policies will be omitted from the results.
