Best Plan Pro
Best Plan Pro is a final expense tool. This tool allows agents to visit one link for quoting, underwriting and enrollment. All in one spot! Entering health information shows only plans your client would be eligible for.
Check tele-sales availability by state, product, and the actual health profile INSTANTLY.
Save client profiles. (Built in CRM)
Enroll clients on the spot. System automatically takes you to the carriers E-app
Best Plan Pro offers quoting flexibility. Agents can show all carriers or only those they are appointed with.
Run multiple face value quotes at the same time. Often, individuals are looking to compare premiums for various face values. For example, $5000 vs $8,000. Alternately, run quotes based on what the client can afford. This feature also allows multiple options. Compare coverage amounts for various monthly budget options. Remember, all quotes consider health.
Best Plan Pro offers a state of the art underwriting tool, offering more than just general health groupings: best, non-tobacco, etc. Health conditions and prescription information is used. Additionally, more specific nicotine options. For example, some carriers accept cigars as non-smokers.
Agents no longer need to waste time trying to figure out which carrier will offer a level policy based on a health conditions. Sales Plan Pro will instantly run the health conditions and medications against all carriers to find which ones offer level vs. graded / modified vs. GI.
Agents have the option of viewing plans based on type of carrier. For example, view carriers that allow credit card payments. Are there social security number requirements? How long of a wait is graded, etc.?
Crowe and Associates offers this tool to our agents at the deeply discounted price of $19.95. Those writing 5 or more cases a month get it for free! Click here to contract with Crowe and Associates.