You have Best Plan Pro!
Congratulations! You’re about to become the best underwriter you know.
Let’s start the onboarding process. Please watch the tutorial videos, then log into the customer portal to access your login credentials.
How to Use Best Plan Pro
Best Plan Pro is designed to make your job easier with a host of helpful features:
Windows Edition
Run Best Plan Pro on your Windows Machine fully offline. This version and BPP Online are cross-compatible.
BPP Online
Run Best Plan Pro on any internet-connected device. This version and Windows Edition are cross-compatible.
Quoting Flexibility
Run as many quotes as you’d like – by face amount or by monthly budget.
Fact Finding
Explore multiple ways of fact-finding medications and conditions with automatic generic processing, typo correction, and more.
Plan Info
Get comprehensive, plan-specific information to help you determine the right product for your client.
Control Your Case
We’re HIPAA compliant. Our data-based options allow you to save your case and come back to it later, create a read-only version to show your client, or get a link for your CRM.
What You Can Expect
Higher Placement Rates
Experienced agents report placing 10-15% more business with Best Plan Pro and getting an extra 4-5 appointments in per week.
New agents place 15-20% more business.
Write More Day-One Coverage
Teams using Best Plan Pro report 25% less Guaranteed Issue business in exchange for Level Coverage.
