Here’s how Best Plan Pro
makes underwriting easier.
- 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
You & Your Business
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 into
- 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).
- 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.
- 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.