Need a FEX quote? Here’s how to get one without enacting underwriting checks.
- Set your Producer Setting > Show Alternate Prices setting
- Leave Medications and Conditions blank
- Run the analysis
- When you click on Plan Info, you’ll see all of the different possible pricing options for each plan
When this is helpful:
- You know where someone is going to place and don’t need Best Plan Pro’s automatic underwriting engine for a particular case
- You’re sensing that your client isn’t telling you the whole truth
- Your client isn’t willing to give you their information, but you want to convince them (with prices) that they should
Best Plan Pro vs. competitors
Best Plan Pro can do what other FEX quote tools can do, but FEX quoting tools can’t do what Best Plan Pro can do.
Our patented system can:
- Provide prices based on non-medical underwriting restrictions (state restrictions, height/weight restrictions, etc)
- Run quotes for multiple face values at the same time (including showing all possible plans for a product, like graded, modified, etc.)
- Offer automated underwriting answers (add as many of the client’s meds and conditions as you’d like)
And, unlike some other FEX quoting tools, Best Plan Pro doesn’t sell your data or use it for recruiting.
👉 Learn all of the benefits of our Final Expense Underwriting Tool and start your free trial today.
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