Underwriting software for life insurance agents

Fast, simple underwriting software for life insurance agents.

Our AI saves you time and boosts your bottom line. See more clients. Close more deals.

Try it Free

Underwriting life insurance is hard.
We make it easier.

Ditch your cheat sheets

Patented system automates underwriting rules for all participating carriers

No more guesswork or memorizing endless guides

Write applications with higher placement rates and fewer declinations

Make more accurate recommendations

Smart fields simplify fact-finding and quoting

AI auto-corrects medication and condition typos

Underwriting Wizard pre-qualifies across 50+ carriers

Only shows products your client actually qualifies for

Close more deals

Ask fewer questions with our patented inference engine

Standardize your question flow

Less questions = faster close rates = more sales

Best Plan Pro users save time and place15% more business.

Hours spent researching medications and conditions

Countless cheat sheets, chat rooms, and underwriting guides

Constant calls to your up-line manager

Declines once you submit the application

Access to a database of 200,000+ meds and conditions

Accurate underwriting info at your fingertips

A standardized question flow that increases your confidence

Higher chance of approval for your applications

Automatically pre-qualify your clients for Term, Final Expense, and Whole Life insurance products using AI.

Get a quote in 3 easy steps.

Step 1: Enter Your Client’s Information

Our AI makes data entry easy with automatic abbreviation support, typo correction, and intuitive search.

Step 2: Choose Product Types

Select FEX, Term, MedSup, or Preneed coverage options and enter your client’s budget.

Step 3: Run a Quote and Make a Recommendation

Our software helps agents make accurate recommendations across insurance companies and products.

Don’t Just Take Our Word for It…

“If you’re doing business in the Final Expense, Life Insurance market and you’re not using Best Plan Pro, you are making a very big mistake.”

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

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

Marques Pagan

Life Insurance Agent

Get back to selling. We’ll handle the underwriting.™

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