Explore our underwriting software.
If you’re new to selling life insurance, check out this video that explains how Best Plan Pro makes your job easier as a life insurance agent.
- Speed through the sales process by performing faster and easier data entry
- Quote multiple face amounts or monthly budget amounts
- Pre-qualify applicants and make accurate recommendations for the best insurance companies
- Easily cross-quote across final expense and term life insurance product options
Here’s how Best Plan Pro works:
Go Beyond Quoting
- 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
Access Smart Prescription Drug and Health Conditions Database
- 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
Instant Automation
- 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
AI-Based Product Recommendations
- 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
See what Best Plan Pro can do.
Check Multiple Budgets Simultaneously
Quickly find out how much coverage your client can afford per carrier/per product based on different budgets.
Automatic Typo Correction
Keep your sales on track without the stress of memorizing medication names and carrier terms.
Use the Health Compass™
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.
- Final Expense
- Term
- Medicare Supplement
- Preneed
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)