Autofill Medication Data
Best Plan Pro has various autofill features to help you efficiently enter data for medications your clients have taken or are currently taking.
Enable FEX Competitive Analysis Mode
FEX Competitive Analysis Mode lets you see the entire marketplace so you can offer the best products for your clients.
Import/Export Your Settings
When getting Best Plan Pro set up, we recommend backing up your preferences into a folder in case you need to restore your settings quickly — like if you recently…
Share a Case with a Client or Colleague
Best Plan Pro’s ReadOnly Link feature creates shareable links that you can share or save to a Word document to have on hand.
See Accepted Payment Types by Carrier
Suppose you need to know that you can only write 25% of your business with a particular carrier using credit cards. With BPP, you can quickly go through each carrier/product…
Copy Case File
Our Cope Case File feature gives you a snapshot of your current case, with all the important details of your client.
See More Specific Nicotine Options
Let’s say you have a client who only smokes cigars occasionally, and you know some of your carriers only care about cigarettes and frequent cigar use. Our Nicotine Options feature…
Get a Link to a Case
Our Get a Link feature comes in handy when you’re unable to work from your usual workstation or you need to send a case to another agent. Simply run an…
Quote by Maximum Monthly Budget
With our Max Monthly Budget feature, you can see how much face value your client can get based on their specific budget.
Show Alternate Prices
Sometimes when a client omits information, the underwriting review comes back differently than it says in Best Plan Pro. Our Show Alternate Prices Feature lets agents quote the correct price…
Last Loaded Case
Easily find the name of your last loaded case in Best Plan Pro.
Using Best Plan Pro Online
You can use BPP Online on any modern, internet-connected device, just like the Offline Windows version. Just use your normal Best Plan Pro credentials to activate BPP Online.
Email Case Data
Best Plan Pro allows you to share your work with colleagues or yourself in just a few clicks. After creating the case profile, simply email the case with our built-in…
Keyboard Shortcuts
These handy keyboard shortcuts inside Best Plan Pro make your underwriting process even easier.
Medication & Condition Abbreviations
When working in the Medication Use or Condition Name field, Best Plan Pro will immediately translate these common abbreviations for you.
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