Drive profitability with
AI-powered life insurance
underwriting automation.
Reduce agent onboarding time, boost placement rates, and get insights that grow your bottom line.
Boost agency productivity
Simplifies the quoting process so your agents can focus on selling
AI support speeds up data entry, fixes errors, and removes guesswork about underwriting rules
Show only approved carriers and licensed states with custom settings
Streamlined, automated workflows save time on every case
Help your new agents perform like pros
Turn beginners into confident, high-performing agents who make data-driven recommendations
New agents learn products and underwriting nuances from carrier to carrier, quickly
Less guesswork by your agents means higher customer satisfaction, more agency sales, and more profit
Improve placement rates by 15%
Fewer declines
Lower cancellations & chargebacks
Stronger carrier relationships
See what Best Plan Pro can do for your IMO.
Agent submits client details → AI pre-qualifies, corrects typos, and auto-fills.
Your dashboard shows real-time agent stats and identifies missed opportunities.
Use insights to improve agent performance and strengthen carrier relationships.
Pricing Plans
Free white labeling
Analytics dashboard
Auto-backup browser plugins
Add a second device
What people are saying
“Best Plan Pro is the most consistent and reliable field underwriting tool our industry has to offer.”
David Paul
Director of Simplified Issue Life, AmeriLife
“Best Plan Pro is simply the best underwriting software available to independent agents.”
David Duford
Duford Insurance Group