Why Use Best Plan Pro
The feature-packed underwriting calculator is a tool that you can add to your existing workflow to simplify underwriting without it interfering in your sales process.
Simplify underwriting – reduce calls to uplines, reliance on chat rooms, time spent dealing with cheat sheets. All of the resources you need in one place.
Easy Return on Investment
Best Plan Pro is a widely adopted tool being used by agents, teams, agencies, and carriers. We’ve seen:
- New Agents place 15-20% more business.
- Experienced Agents (5-10k/week) place 10% more business.
- 25% reduction in G.I. business in exchange for Level
Using Best Plan Pro is a decisive and clear win.
Get enough time saved per day to take another appointment daily (or finish your day 1-2 hours earlier without changing income).
We work with carriers to make sure that Best Plan Pro reflects their desired risk profile. With over 95% accuracy, that means that there are no surprises in underwriting.
Features To Simplify Your Life
Sales and Underwriting. One of these are simplified with technology. Here’s how we can reduce the time you’re underwriting and managing client information.
Systematic Way of noting and organizing client health profile information.
Various Quoting Options
Run multiple quotes at the same time (by desired face amount or by desired budget)
Online & Offline
Windows Edition works Offline and BPP Online works on all modern internet-connected devices.
Data Entry Friendliness
Nearly 100k medication and use combinations (with autofill, autocomplete, and typo corrections). Get known uses of medications and find medications based on a health condition.
Identify Replacement Risk and other carriers you may want to add to your portfolio all with a single click of a button.
Through our Plan Info, view all non-medical information about a plan (including payment methods, riders, 2 or 3 year wait, social security number requirements, etc)
It takes about 15 minutes to learn Best Plan Pro via our onboarding process. That training process is all you need to succeed with Best Plan Pro.
Intuitive Date Management
Handle maintenance treatment, ongoing treatment, and other types of dates intuitively and without challenges
Process medications, generics, combo lists, dosage & other restrictions automatically. Don’t think about what conditions yield graded. Don’t worry about if your carrier sells graded plans to 76yo Females in North Carolina.
There’s too much to think about.
Get back to selling. We’ll handle the underwriting.