Best Plan Pro
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Frequently Asked Questions
Which insurance companies can agents access with Best Plan Pro?
The current list of participating insurance companies includes:
Aetna
Aflac
American Amicable
American Home Life
Americo
Ameritas
Antex
Assurant
Baltimore Life
Bankers Fidelity
Banner
BetterLife
Centrian
Cigna
Columbian Life
Combined
Corebridge
EMC
Everest
Family Benefit Life
Federal Life
Fidelity
First Guaranty
Foresters
GCU
Gerber
Global Atlantic
GPM
GTL
Hero Life
Illinois Mutual
John Hancock
Kansas City Life
KSKJ
Liberty Bankers
Life Shield
Lincoln
Lumico
Manhattan Life
Mutual of Omaha
Nassau
Nationwide
North American
Occidental Life
Oxford
Pekin
Pioneer American
Prosperity
Protective Life
Prudential
Royal Arcanum
Royal Neighbors
S. USA
Sagicor
SBLI
Securico
Senior Life
Security National
Sentinel Security
Sons of Norway
TransAmerica
Trinity
United Farm and Family
Wellable
William Penn
As an insurance company, how can I get my products added to Best Plan Pro?
Simply make a Carrier Request to get your products added to our system.
How accurate is Best Plan Pro?
Best Plan Pro is over 95% accurate for Final Expense thanks to AI and our patented evolution technology. Our system can infer what medication or condition an agent is trying to find and fix typos instantly. It also adapts to every carrier’s requirements and finds the most appropriate products for clients.
What’s your Privacy Policy?
Privacy is very important to us. We don’t sell agent data, and we will never share agent information without the user’s consent. See our privacy policy here.
Can you explain the onboarding processes for agents?
Training is simple with a brief video series and an optional product walkthrough with Customer Support. Most agents are up and running in under 15 minutes!
Is there a video walkthrough of the platform?
Take a guided tour of Best Plan Pro here.
Can I set up an onboarding call?
Yes! You can schedule a 1:1 session for personalized setup and Q&A. Schedule a call with Customer Support here.
What results can I expect with Best Plan Pro?
We’ll let our customers tell you! Here’s what they’ve reported:
✔️ 25% more immediate business
✔️ 10% - 15% higher placement
✔️ Quick, consistent, and accurate underwriting
✔️ Improved agent productivity and sales effectiveness
What are the different pricing options?
We have four pricing plans available, ranging from a single-agent license to a plan with an unlimited number of seats. See Best Plan Pro pricing for Agents here: bestplanpro.com/for-agents and pricing for IMOs here: bestplanpro.com/for-imos
Which version of Best Plan Pro should I download?
Based on your machine, here's the Best Plan Pro edition we recommend:
Best Plan Pro Online
Chromebook
Macbook Air
iPad
iPhone
Galaxy Tab
Android Phone
Best Plan Pro Windows Edition
Lenovo Thinkpad
Microsoft Surface
HP Desktop (Running Windows)
Dell Computer (Running Windows)
How do I cancel my subscription?
You can cancel Best Plan Pro by going to bestplanpro.com/customer, clicking the VIEW button next to the subscription you want to cancel, and then clicking CANCEL.