Best Plan Pro: Final Expense Underwriting Tool Features

Here are some Best Plan Pro features you may find valuable!

• Run Multiple Quotes At The Same Time
• How Much Coverage Can Your Client Afford (Considering their Health)
• Quickly Compare Coverage Amount for Several Monthly Budget Options At The Same Time
• Show All Possible Prices (including options like Monthly, Monthly w/ ADB, Quarterly, Semi-Annual, etc) When Running a Quote
• Quote Only Mode
• How can I see prices for Graded AND make sure that this one drug isn’t on any knockout lists?

• Viewing Carrier & Product Information Like Who accepts Debit Cards, Telesales Restrictions, Social Security Number Requirements, How long of a wait is graded, etc.
• How to Launch the Plan Info Window

• What Carriers Should You Carry / What Products You Might Be Replaced With / FEX Competitive Analysis Mode

• Save the current client profile and load it back in later
• Email Yourself The Current Case
• Get A Link To Share This Analysis With Your Client / Colleague
• Get A Link To This Case For Your CRM
• Get a Plain Text Version of your case (this is useful to email to carriers when you have questions)

• 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
• 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 AFIB and it will be automatically expanded into ATRIAL 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

• 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.

• 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.