Instant Health-Based Underwriting Assessments
Prequalify your client for ALL your final expense carriers based on their health – instantly.
New: 100% Free Final Expense Quoter!
We just released a 100% free quoter! If you just need quotes, it’s the perfect solution for you.
Instant Underwriting Answers
Final Expense Quoting AND Underwriting
Best Plan Pro is an all-in-one software that contains everything you need to know about your carriers and helps you sell the right product.
Best Plan Pro automatically considers generics and adds new medications weekly. There are more than 100,000 medications and uses in the database.
Best Plan Pro handles the difference between ongoing treatment and maintenance treatment automatically per carrier, makes sure that data is accurately collected through its organization, deals with typos, helps with hard-to-spell medications, and understands implied conditions and medications.
Best Plan Pro is updated almost every week. If you want something that isn’t in the software, we’ll try and add it…whether that be a new carrier or a new feature.
With 2 versions, Best Plan Pro works on almost every platform.
Use Best Plan Pro Windows Edition completely offline. Just connect to the internet to periodically update the software.
Or use BPP Online on Mac, iPad, Android Tablet, or any modern internet-connected device and never have to update.
AGE LIMITS, FACE VALUE RESTICTIONS, & STATE EXCLUSIONS
Age limits, face values, height or weight, state exclusions, or other basic info too much to process? Get Back to Selling. We’ll handle the underwriting. We automatically handle basic information so you don’t have to.
EVALUATE MULTIPLE CARRIERS
Wish you could underwrite for all of your carriers at the same time? Best Plan Pro automatically processes all of your carriers simultaneously. It’s so fast that when your client remembers they had Brain Surgery 2 years ago, you can re-run the case and get updated answers and quotes IN SECONDS.
We’ve had several agencies and call centers run pilot programs to gather metrics. Consistently, they ALL saw 15-20% increases in placement across the board. Multiple call centers reported a 25% decrease in guaranteed business. Individual agents have reached out as well saying how they have increased their placement by 15-20% as well.
Recent feedback we’ve heard:
One mistake and you lose the sale. Best Plan Pro just takes one more thing out of the equation.
Track your numbers for that first month of BPP usage and if you don’t see an increase in placement or return on investment, cancel your subscription and request a refund enacting our 30-day money back guarantee. In addition to that guarantee, you also get a 7-day free trial. BPP pays for itself for the year in about 1 written policy.
We hope you find Best Plan Pro to be a compelling resource that creates an extra level of consistency in your business.
CEO of Software Automation Holdings
Lead developer of BestPlanPro