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