Most underwriting tools stop at basic quoting or form-filling. Best Plan Pro goes further by using built-in carrier rules, medical condition logic, and smart guidance that helps agents pre-qualify applicants accurately before they ever submit. 

Best Plan Pro was built to accommodate the distinct underwriting rules and requirements of each carrier. Our recommendation engine automatically guides agents through carrier-specific questions and eligibility criteria, so applications are accurate and compliant from the start. You can easily customize which carriers your agents see and manage those configurations at the IMO level.

Very little. Best Plan Pro was designed with simplicity in mind; if an agent can quote a policy, they can use our software. The built-in guidance walks them step-by-step through each prescreen and application, so they don’t have to memorize carrier rules or rely on cheat sheets. That means less time spent on training and fewer errors that cause declines.

Absolutely. Our real-time dashboards give you visibility into key performance metrics across your entire organization. You can see placement trends, track agent activity, monitor application quality, and identify where agents may need support, all from one central view. 

No problem. Many IMOs use Best Plan Pro alongside CRMs or lead systems. Our flexible configuration options make it easy to integrate with your current setup, or even replace redundant tools over time as you consolidate. The goal is to simplify your process, not add another layer of complexity.

IMOs can configure Best Plan Pro to match their unique structure and carriers. You can add your branding, manage which products or carriers appear for your agents, and control user permissions across sub-accounts or agencies.

We offer responsive support from a U.S.-based team that understands the insurance industry. Whether you need help configuring carrier rules, onboarding new agents, or accessing reports, our experts are available to assist.