Increase your profits with 
IMO underwriting

automation software.

Use AI to onboard agents quickly, boost placement rates, and get insights that increase your profits.

Product image of agent analytics dashboard in Best Plan Pro

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
Life insurance agents in a call center on headsets
Life insurance agents making calls on headsets

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
Life insurance agent making a phone call

How Best Plan Pro automates underwriting for IMOs

Graphic of health profile in Best Plan Pro

Step 1: Set up your IMO account and invite your agents to the platform.

Graphic of agent analytics dashboard in Best Plan Pro

Step 2: Agents quote, prescreen, and submit with built-in compliance.

Graphic of agent results in Best Plan Pro

Step 3: You get oversight with real-time dashboards and reports.

Pricing Plans

Small Teams

$19.99/mo

Per user
2-24 seats

Large Teams

$9.99/mo

Per user
25-100 seats

Teams Unlimited

For groups over 100, talk to sales for discount pricing.

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 from AmeriLife

David Paul

Director of Simplified Issue Life, AmeriLife


“Best Plan Pro is simply the best underwriting software available to independent agents.”

David Duford from Duford Insurance Group

David Duford

Duford Insurance Group

See how Best Plan Pro can simplify your IMO operations and empower your agents.

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