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Here’s how Best Plan Pro works:

  • Run multiple quotes at the same time
  • Quickly compare coverage amounts for several budget options
  • Easily pivot if your client “forgot” an important medication or condition
  • Pre-qualify clients and make accurate recommendations on the top, “best fit” options
  • Search over 250,000 prescription drugs, health conditions, and non-medical conditions (felonies, hazardous avocations, etc)
  • Add a new medication or health condition into the system
  • Use the Health Compass™ to see relevant medication and health condition pairings
  • Automate medical and non-medical history so you can make informed decisions
  • Age limits
  • Face values
  • Height or weight
  • State exclusions
  • Criminal convictions
  • Family history
  • Know the difference between ongoing treatment and maintenance treatment for each carrier
  • Make sure data is accurately collected
  • Get help with hard-to-spell medications

Quickly find out how much coverage your client can afford per carrier/per product based on different budgets.

Keep your sales on track without the stress of memorizing medication names and carrier terms.

See the most common uses for meds and the most common treatments for conditions with the Health Compass™.

Product Categories and Participating Insurance Companies

Select the product category and see the participating insurance companies we currently work with.

Supported Final Expense Plans

  • Aetna (Accendo, Protection Series, and Individual Whole Life)
  • Aflac (Final Expense)
  • American Amicable (Clear Choice, Dignity Solutions, Golden Solution,
    Innovative Solutions, Platinum Solution, Senior’s Choice, Tribute)
  • Americo (Eagle Premier)
  • American Home Life (Guidestar, Patriot Series)
  • ANTEX (Strategy Whole Life)
  • Assurant  (Final Expense)
  • Baltimore Life (Silver Guard)
  • Bankers Fidelity (Final Expense)
  • Better Life (Final Expense)
  • CICA Life (Superior Choice)
  • Centrian Legacy (Living Legacy)
  • CICA Life (Superior Choice)
  • Cigna (Individual Whole Life)
  • Columbian Life (Dignified Choice)
  • Corebridge (formerly AIG) (GIWL, SimpliNow Legacy)
  • Everest IA American (Advantage 50 Plus)
  • Family Benefit Life (Golden Eagle)
  • Federal Life (Express Choice)
  • Fidelity Life (RAPIDecision, RAPIDecision Senior Life)
  • First Guaranty Insurance (Security Care)
  • Foresters (Plan Right)
  • GCU (Eternal Advantage)
  • GPM Life (Secure Mark)***
  • GTL (Heritage Plan)
  • Gerber (Guaranteed Issue)
  • Illinois Mutual (Path Protector Plus)
  • KSKJ (Final Expense)***
  • Life Shield (Survivor)***
  • Liberty Bankers (SIMPL)***
  • Lumico (Simplified Issue)
  • Mutual of Omaha (Living Promise)
  • Nassau (Remembrance Life)
  • Occidental Life (Clear Choice, Dignity Solutions, Golden Solution,
    Innovative Solutions, Platinum Solution, Senior’s Choice, Tribute)
  • Oxford Life (Simplified Issue)***
  • Pekin (Whole Life [Preferred/Simplified Issue/Graded])***
  • Pioneer American (Independent American)
  • Prosperity (New Vista)
  • Royal Arcanum (Simplified Issue)
  • Royal Neighbors (SIWL)
  • S.USA (a Prosperity Company) (Golden Promise)
  • SBLI (Living Legacy)
  • Security National Life (Simple Security Plan)
  • Sentinel Security Life (New Vantage)
  • Senior Life (Whole Life)
  • Sons of Norway (Final Expense, Legacy Sure)***
  • TransAmerica (Solution)
  • Trinity Life (Golden Eagle)
  • United Home Life / United Farm and Family (Whole Life)***
  • Wellabe (Great Assurance, Assurance Plus/Final Expense)***

Supported Term Plans (in Beta stage)

We’re actively adding products for Term and Medicare Supplement. Reach out if you want us to implement something.

  • American Amicable (Easy Term, Home Protector, Term Made Simple)
  • Americo (HMS Plus)
  • Fidelity Life (InstaTerm)
  • Foresters (Strong Foundation, Your Term)
  • GPM (Q Mark)
  • GTL (Turbo Term)
  • Hero Life (Term Life)
  • John Hancock (Simple Term with Vitality)
  • Mutual of Omaha (Term Life Express)
  • Prosperity (Family Freedom Term)
  • Sagicor (Sage Term)
  • Senior Life (Term)
  • TransAmerica (Super, LB)

Supported Medicare Supplement Plans (Beta Stage)

We’re actively adding products for Term and Medicare Supplement. Reach out if you want us to implement something.

  • Aetna Medsup
  • Aetna Accendo Medsup
  • Mutual of Omaha Medsup
  • Manhattan Life Medsup

Supported Preneed Plans

Reach out if you want us to implement additional preneed products.

  • Better Life (Single Premium)
  • Global Atlantic (Simple Protection Plan)

Save time. Sell more.