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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.
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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.
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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…
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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.
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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…
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Copy Case File
Our Cope Case File feature gives you a snapshot of your current case, with all the important details of your client.
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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…
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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…
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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.
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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…
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Last Loaded Case
Easily find the name of your last loaded case in Best Plan Pro.
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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.
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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…
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Keyboard Shortcuts
These handy keyboard shortcuts inside Best Plan Pro make your underwriting process even easier.
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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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