Underwriting life insurance is hard. We make it easier.
Ditch your cheat sheets
- The patented Best Plan Pro system has automated all participating carrier underwriting rules and parameters
- Eliminates guess work and the need to learn all of the underwriting guides for each carrier
- Write applications with a higher probability of placement with less declinations
Fact finding and Quoting is painless. Recommendations are more accurate:
- Data entry is easier and faster with smart fields
- AI models are applied that auto-correct medications and chronic condition typos
- Our Underwriting wizard lets you pre-qualify candidates for more accurate product recommendations across 50+ participating carriers
- Recommendation results exclude the carriers that the customer would not qualify for
Bottom Line: Best Plan Pro Users Save time and money and place 15% more business.
- Hours spent researching medications and conditions
- Countless cheat sheets, chat rooms, and underwriting guides
- Constant calls to your up-line manager
- Declines once you submit the application
- Access to a database of 200,000+ meds and conditions
- Accurate underwriting info at your fingertips
- A standardized question flow that increases your confidence
- Higher chance of approval for your applications
Automatically pre-qualify your clients for Term, Final Expense, and Whole Life insurance products using AI.
Get a quote in 3 easy steps.
Step 1: Enter Your Client’s Information
Our AI makes data entry easy with automatic abbreviation support, typo correction, and intuitive search.
Step 2: Choose Product Types
Select FEX, Term, MedSup, or Preneed coverage options and enter your client’s budget.
Step 3: Run a Quote and Make a Recommendation
Our software helps agents make accurate recommendations across insurance companies and products.
“If you’re doing business in the Final Expense, Life Insurance market and you’re not using Best Plan Pro, you are making a very big mistake.”
David Paul, Director of Simplified Issue Life AmeriLife
“Best Plan Pro is simply the best underwriting software available to independent agents.”
David Duford, Duford Insurance Group
“One of the best resources in the insurance space to help agents underwrite and know what option is best for the client.”
Marques Pagan, Life Insurance Agent
Get back to selling. We’ll handle the underwriting.™
