Here’s how Best Plan Pro
makes underwriting easier.
Quoting
- Run multiple quotes at the same time
- See how much coverage your client can afford, considering their health
- Quickly compare coverage amount for several monthly budget options at the same time
- Show all possible prices when running a quote (including options like Monthly, Monthly w/ ADB, Quarterly, Semi-Annual) when running a quote
- Quote Only Mode
Selecting Plans
- View carrier & product information like who accepts Debit cards, telesales restrictions, social security number requirements, and more
- Launch the plan info window
You & Your Business
- What carriers should you carry?
- Explore what products you might be replaced with using FEX Competitive Analysis Mode
Data Management
- Save the current client profile and load it back in later
- Email yourself the current case
- Share the analysis with a client/colleague
- Get a link to the case for your CRM
- Get a plain text version of your case (this is useful to email to carriers when you have questions)
Ease of Use + Fact Finding
- Did you know BPP corrects and learns typos automatically?
- Use Autocomplete & Autofill to speed up medication data entry
- Show all medications for a given condition to help a client who forgot what the name of their medication is
- See the most common meds for a particular impairment and the impairments for a particular med with our Health Compass™.
- The best way to enter conditions (and an overview of all the options)
- List of Keyboard Shortcuts
- List of Abbreviations (For example, you can type
AFIBand it will be automatically expanded intoATRIAL FIBRILLATION) - Write Mostly in 1 State? Get the State Field to be automatically filled out (and how to undo that).
- Check Telesales Availability by State, Product, and the actual Health Profile INSTANTLY
- Doing a preliminary quote and don’t have the date of birth? Here’s how to quote by age instead of by date of birth.
- Use a ‘k’ during quoting to clarify 50k instead of typing 3 zeros.
- Just checking something and not doing a full pre-qualification? Here’s how to restrict results (to graded at best, for example).
Software
- Not happy with the look of BPP Online? Change it with Theme Selection (yes, you can customize the colors)!
- Using Best Plan Pro on your iPad/Tablet/Phone
- Get rid of the Clear Data warning message
- Need A New Feature?
- Changing Computers / Devices / Browsers? Here’s how to backup and restore your settings.
- Plans not showing up? Check if they’re Excluded based on your client’s information.
- Windows Edition Only: Does your computer slow down when you share your screen? Is your computer overheating and running BPP slow? Here’s the fix.
- Windows Edition Only: Did your computer crash? Is something going wrong with getting a result? BPP will auto-save for you (enabled automatically) and allows you to quickly move to the online version. Here’s what you need to know.
Underwriting
- More Specific Nicotine Options (Some Carriers Accept Cigars etc. as Non-Smokers)
- Do you use BPP to Upsell / Cross-Sell? Do you revisit old cases? Here’s how to make the dates stay correct for ongoing treatment.
Sell with confidence.
Best Plan Pro empowers agents to sell the right products to their clients. See how.
