The PERFECT telesales companion.

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Wish you could have an all-in-one underwriting and quoting tool at your fingertips?

  • Get quotes for multiple face values
  • State availability processed automatically
  • Add new products with a click of a button
  • Saves time on the phone
  • Accurately underwrite and quote within 60 seconds
CLICK HERE TO GET YOUR 7-DAY FREE TRIAL of Best Plan Pro,
with a 30-day money back guarantee.

CANCEL AT ANY TIME

Complete functionality for 7 days before subscription renewal. Cancel online anytime, hassel-free.

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What Best Plan Pro Has to Offer

An all-in-one software that contains everything you need to know about your carriers and helps you sell the right product.

MEDICATION HANDLING

Best Plan Pro automatically considers generics and adds new medications weekly. There are more than 85, 000 medications and uses in the database.

RAPID DEVELOPMENT

Best Plan Pro is updated almost every week. If you want something that isn't in the software, we'll try and add it...whether that be a new carrier or a new feature.

AGE LIMITS, FACE VALUE RESTICTIONS, & STATE EXCLUSIONS

Age limits, face values, height or weight, state exclusions, or other basic info too much to process? Get Back to Selling. We’ll handle the underwriting. We automatically handle basic information so you don't have to.

INTUITIVE

Best Plan Pro handles the difference between ongoing treatment and maintenance treatment automatically per carrier, makes sure that data is accurately collected through its organization, deals with typos, helps with hard-to-spell medications, and understands implied conditions and medications.

MULTIPLE VERSIONS

With 2 versions, Best Plan Pro works on almost every platform.

Use Best Plan Pro Windows Edition completely offline. Just connect to the internet to periodically update the software.

Or use BPP Online on Mac, iPad, Android Tablet, or any modern internet-connected device and never have to update.

EVALUATE MULTIPLE CARRIERS

Wish you could underwrite for all of your carriers at the same time? Best Plan Pro automatically processes all of your carriers simultaneously. It's so fast that when your client remembers they had Brain Surgery 2 years ago, you can re-run the case and get updated answers and quotes IN SECONDS.

Saves me a ton of time underwriting. I'm doing telesales so it only takes a couple minutes to load their info in and get a result in even the most complex individual. You don't have a long awkward silence while they are waiting for you to finish.

Michael C., Iowa - Independent Insurance Agent

About Ric Craig

I came up with the idea for Best Plan Pro and worked with my collegue Zach Bornheimer to create it. I wanted to address the stress I felt in the house. Calling my upline every appointment made me feel like a bother and when the client would pull out a giant list of medications, a lot of times I would be late to my next appointment! I knew there was no possible way to memorize all the prescription guides, underwriting guides, application questions, and make the sale. I knew there had to be a better way. I'm all about doing my fiduciary duty for the client, saving time, and protecting families.

The best thing I can say about Best Plan Pro is I use it every day myself.

— Ric Craig

Get Back to Selling. We'll Handle the Underwriting.

Wish you could find the best plan for your client? Prevent replacement, remove doubt, know the answers, and get all the information with a few clicks.

Best Plan Pro Windows Edition is a desktop download. No internet in the house? NO PROBLEM!

BPP Online runs on all modern internet-connected browsers. Use Best Plan Pro on your tablet.

CLICK HERE TO GET YOUR 7-DAY FREE TRIAL of Best Plan Pro,
with a 30-day money back guarantee.

CANCEL AT ANY TIME

Complete functionality for 7 days before subscription renewal. Cancel online anytime, hassel-free.

Secure Checkout