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Best Plan Pro Reviews & Product Details

Best Plan Pro Overview

What is Best Plan Pro?

Best Plan Pro is the pre-qualification engine that simplifies underwriting for life insurance agents. We streamline underwriting by automating time-consuming and error-prone tasks, like looking up drugs that may be misspelled in prescription guides or checking if a misdemeanor conviction changes eligibility. With BPP, you can quickly and accurately pre-qualify your clients for all of the products you're appointed to sell.

Best Plan Pro Details
Languages Supported
English
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Product Description

Best Plan Pro is a pre-qualification engine that simplifies underwriting for life insurance agents. Our intuitive, all-in-one software requires no follow-up questions and gives you instant health-based risk assessments online or offline.


Seller Details
HQ Location
N/A
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®

Casey H.
CH
Overview Provided by:

Recent Best Plan Pro Reviews

Justin P.
JP
Justin P.Small-Business (50 or fewer emp.)
4.5 out of 5
"Overall great product"
The quotes are consistent and accurate based upon the information provided by the carriers Fast and friendly customer support
Marques P.
MP
Marques P.Small-Business (50 or fewer emp.)
4.0 out of 5
"BPP helping one agent at a time"
One of the best resources in the insurance space to help underwrite and no before you leave a home what option is best for the client. What I like ...
Matt M.
MM
Matt M.Small-Business (50 or fewer emp.)
4.0 out of 5
"Overall pretty good"
The software is very robust in regards to underwriting help.
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Best Plan Pro Media

Best Plan Pro Demo - Best Plan Pro One-Sheet
Get a quick overview of Best Plan Pro with this helpful one-sheet.
Best Plan Pro Demo - Best Plan Pro 2.0
BPP 2.0 features a clean, streamlined design, faster data entry, and improved user experience. Easily navigate the platform on desktop, tablet, or mobile and get the information you need to make underwriting decisions fast.
Best Plan Pro Demo - Built-In Quoting Engine
Run multiple quotes at the same time with BPP. Now you can quickly compare coverage amounts for different budget options at the same time and find the best product for your client.
Best Plan Pro Demo - Health & Underwriting Wizard
Type in the name of a medication or condition and BPP will automatically identify what you’re trying to add. You can even teach the software new medications and conditions. Automatic abbreviation support, typo correction, and intuitive search are all built into the data entry experience.
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6 Best Plan Pro Reviews

4.4 out of 5
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6 Best Plan Pro Reviews
4.4 out of 5
6 Best Plan Pro Reviews
4.4 out of 5

Best Plan Pro Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons
G2 reviews are authentic and verified.
Marques P.
MP
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Best Plan Pro?

One of the best resources in the insurance space to help underwrite and no before you leave a home what option is best for the client. What I like the most about best playing pro is the their ability to integrate into other software's and allow agents to have one of the cleanest user-friendly experiences. Review collected by and hosted on G2.com.

What do you dislike about Best Plan Pro?

Nothing I think it serves a great role and good for the marketplace. Review collected by and hosted on G2.com.

What problems is Best Plan Pro solving and how is that benefiting you?

Helping agent save time underwriting serve more clients swiftly without the hassle of using paper, write books or underwriting guides to find the answer. Review collected by and hosted on G2.com.

Andy H.
AH
Master Benefits Advisor
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Best Plan Pro?

BPP's interface is self-explanitory. By filling out the screen even a new agent can carry a meaninful discussion with prospects. The Carrier response, meaning those who will offer what coverage allows you to project a level of expertise of an expert - all while you're becoming an expert.

By sayving your file, you can instantly bring back vital information for follow-ups or check in. My BPP files allow me to know and to sell those I didn't sell the first time when I add new carriers. Review collected by and hosted on G2.com.

What do you dislike about Best Plan Pro?

I can't think of any draw-backs. The product continues to evolve to be a better tool for agents and agent leaders. Sometimes I want the Drug encyclopedia to recognise my misspellings Review collected by and hosted on G2.com.

What problems is Best Plan Pro solving and how is that benefiting you?

Of my carriers, which product is the most cost effective. It also allows me to bracket slient budgets easily and react to their guidence for budgets. I sell more and better Review collected by and hosted on G2.com.

Justin P.
JP
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Best Plan Pro?

The quotes are consistent and accurate based upon the information provided by the carriers

Fast and friendly customer support Review collected by and hosted on G2.com.

What do you dislike about Best Plan Pro?

The transition between permanent and term quotes is difficult to navigate

The speed of underwriting results can be slow at times Review collected by and hosted on G2.com.

What problems is Best Plan Pro solving and how is that benefiting you?

The information provided by more than one carrier at a given time is extremely helpful. Review collected by and hosted on G2.com.

SL
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Best Plan Pro?

Best Plan Pro is very accurate and helps cut down on time trying to find underwriting answers. Then BPP shows accurate quotes as well. Review collected by and hosted on G2.com.

What do you dislike about Best Plan Pro?

I really don't have anything to say in a negative light. I have been using BPP for over a year and when comparing it to other options I still choose them. Review collected by and hosted on G2.com.

What problems is Best Plan Pro solving and how is that benefiting you?

Instead of having to search through different companies or call ahead for pre-approval, the underwriting is fast and simple and helps me compare prices within minutes. Review collected by and hosted on G2.com.

Elliot M.
EM
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Best Plan Pro?

Underwriting and quoting

I have been using Best Plan Pro for 5 years and it is one the best tools I have. The software saves me time in underwriting and quoting. I would highly recommended. Review collected by and hosted on G2.com.

What do you dislike about Best Plan Pro?

offer quoting and underwriting for term insurance Review collected by and hosted on G2.com.

What problems is Best Plan Pro solving and how is that benefiting you?

It helped solved medication and health conditions. Review collected by and hosted on G2.com.

Matt M.
MM
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Best Plan Pro?

The software is very robust in regards to underwriting help. Review collected by and hosted on G2.com.

What do you dislike about Best Plan Pro?

Overall, I like the product a lot, but it can be very cumbersome at times. Review collected by and hosted on G2.com.

What problems is Best Plan Pro solving and how is that benefiting you?

Best plan pro helps me determine how to rate my clients for life insurance policies Review collected by and hosted on G2.com.