Tour our life insurance 

underwriting tool.

Underwriting doesn’t have to be time-consuming and complex. Join the agents who have run over 1.5 million cases through our patented system.

Explore our underwriting software.

If you’re new to selling life insurance, check out this video that explains how Best Plan Pro makes your job easier as a life insurance agent.

Speed through the sales process by performing faster and easier data entry
Quote multiple face amounts or monthly budget amounts
Pre-qualify applicants and make accurate recommendations for the best insurance companies
Easily cross-quote across final expense and term life insurance product options

Here’s how Best Plan Pro works:

Go Beyond Quoting

Run multiple quotes at the same time
Quickly compare coverage amounts for several budget options
Easily pivot if your client “forgot” an important medication or condition
Pre-qualify clients and make accurate recommendations on the top, “best fit” options

Access Smart Prescription Drug and Health Conditions Database

Search over 250,000 prescription drugs, health conditions, and non-medical conditions (felonies, hazardous avocations, etc)
Add a new medication or health condition into the system
Use the Health Compass™ to see relevant medication and health condition pairings

Enjoy Instant Automation

Automate medical and non-medical history so you can make informed decisions
Age limits
Face values
Height or weight
State exclusions
Criminal convictions
Family history

See what Best Plan Pro can do.

Check Multiple Budgets Simultaneously

Quickly determine how much coverage your client can afford per carrier/per product based on different budgets.

Automatic Typo Correction

Keep your sales on track without the stress of memorizing medication names and carrier terms.

Use the Health Compass™

See the most common uses for meds and the most common treatments for conditions with the Health Compass™.

Pricing

Individual Agents

$29.99/mo

1 seat
Free 14-day trial
Free white labeling
Add a second device
Start fast with 15-minute setup
Upgrade to annual and get 2 months free

Product Categories and Participating Insurance Companies

Select the product category to see the insurance companies we currently work with.

Final Expense
Term
Medicare Supplement
Preneed

Supported Final Expense Plans

Aetna (Accendo, Protection Series, and Individual Whole Life)
Aflac (Final Expense)
American Amicable (Clear Choice, Dignity Solutions, Golden Solution, Innovative Solutions, Platinum Solution, Senior’s Choice, Tribute)
Americo (Eagle Premier, Eagle Select)
American Home Life (Guidestar, Patriot Series)
ANTEX (Strategy Whole Life)
Assurant (Final Expense)
Baltimore Life (Silver Guard)
Bankers Fidelity (Final Expense)
Better Life (Final Expense)
Chubb Life (Combined-Generational Life)
CICA Life (Superior Choice)
Centrian Legacy (Living Legacy)
Cigna (Individual Whole Life)
Columbian Life (Dignified Choice)
Corebridge (formerly AIG) (GIWL, SimpliNow Legacy)
Everest IA American (Advantage 50 Plus)
Family Benefit Life (Golden Eagle)
Federal Life (Express Choice)
Fidelity Life (Express Choice, RAPIDecision, RAPIDecision Senior Life)
First Guaranty Insurance (Security Care)
Foresters (Plan Right)
GCU (Eternal Advantage)
GPM Life (Secure Mark)***
GTL (Heritage Plan)
Gerber (Guaranteed Issue, Guaranteed Life)

Illinois Mutual (Path Protector Plus)
KSKJ (Final Expense)***
Life Shield (Survivor)***
Liberty Bankers (SIMPL)***
Lumico (Simplified Issue)
Manhattan Life (Secure Advantage)
Mutual of Omaha (Living Promise)
Nassau (Remembrance Life)
Occidental Life (Clear Choice, Dignity Solutions, Golden Solution,
Innovative Solutions, Platinum Solution, Senior’s Choice, Tribute)
Oxford Life (Simplified Issue)***
Pekin (Whole Life [Preferred/Simplified Issue/Graded])***
Pioneer American (Independent American)
Prosperity (New Vista)
Royal Arcanum (Simplified Issue)
Royal Neighbors (SIWL, Ensured Legacy)
S.USA (a Prosperity Company) (Golden Promise)
SBLI (Living Legacy)
Security National Life (Simple Security Plan)
Sentinel Security Life (New Vantage)
Senior Life (Whole Life)
Sons of Norway
(Final Expense, LegacySure)***
TransAmerica (FE Express Solution)
Trinity Life (Golden Eagle)
United Home Life / United Farm and Family (Whole Life)***
Wellabe (Great Assurance, Assurance Plus/Final Expense)***

Supported Term Plans (Beta Stage)

We’re actively adding products for Term and Medicare Supplement. Contact us if you want us to implement something.

American Amicable (Easy Term, Home Protector, Home Certainty, Survivor Protector, Term Made Simple, Platinum Solution – Family Plan)
Americo (HMS Plus, Instant Decision, Payment Protector, Payment Protector Continuation)
Ameritas (ClearEdge)
Banner (OPTerm)
Corebridge (Select-A-Term)
Fidelity Life (InstaTerm)
Foresters (Strong Foundation, Your Term)
GPM (Q Mark)
GTL (Turbo Term)
Hero Life (Term Life)
InstaBrain (Fidelity)
John Hancock (Simple Term with Vitality)
KC Life (Term Signature Express)
Lincoln (TermAccel)
Mutual of Omaha (Term Life Express)
Prosperity (Family Freedom Term)
Protective (Classic Choice Term)
Prudential (EssentialTerm Value, EssentialTerm Plus)
Sagicor (Sage Term)
Senior Life (Term)
TransAmerica (Super, LB)
North American (Term)

Supported Medicare Supplement Plans (Beta Stage)

We’re actively adding products for Term and Medicare Supplement. Contact us if you want us to implement something.

Aetna Medsup
Aetna Accendo Medsup
Mutual of Omaha Medsup
Manhattan Life Medsup

Supported Preneed Plans

Contact us if you want us to implement additional preneed products.

Better Life (Single Premium)
Global Atlantic (Simple Protection Plan)

What agents are saying


"I have been using Best Plan Pro for 5 years and it is one of the best tools I have. The software saves me time underwriting and quoting."

Elliot M.

Life Insurance Agent


"Instead of having to search through different companies or call ahead for pre-approval, the underwriting is fast and simple and helps me compare prices within minutes."

agent testimonial

Scott L.

Life Insurance Agent


“One of the best resources in the insurance space to help agents underwrite and know what option is best for the client.”

Marques P.

Life Insurance Agent

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