The Best Plan Pro quoting tool provides both final expense and simplified issue life quotes. With this tool, agents can provide clients with a quick and accurate quote within minutes. Find otu how easy it is to quote, underwrite and enroll. All from your own computer!
Quoting
Best Plan Pro gives agents the flexability to show all carriers availabel or only carriers they are appointed with or narrow it down to a select few.
Once you enter the client’s health information; birthdate, sex, height, weight, medications, health conditions and smoker status, the system will show only plans they qualify for. This saves time and aggrevation for agents and clients alike.
Run quotes for multiple face value amounts to compare prices and coverage. Additonally, you can run quoes based soley on a specific monthly budget amount.
Click here to watch a Best PlanPro demo
Additionally; all client information and quotes are saved in the systems buildt in CRM.
Underwriting
Best Plan Pro offers a state of the art underwriting tool, offering more than just general health groupings: best, non-tobacco, etc. This system uses health conditions and prescription information to provide an accurate quote.
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 instantly runs the health conditions and medications against all carriers to find the ones that offer level vs. graded/modified vs. GI.
Enrollment
Once the cleint decides on the plan type that best fits their needs, agents can easily enroll them from their computer. This system automatically takes you to the carirers site so you can proceed with an online enrollment.
How to get this fantastic software
Although the normal price for this software is $60 a month, agents whoare cotnracted with either Crowe or Pinnacle are eligible to recieve a deep disocunt of $19.95 per month. Addtionally; agents who write 5 or more cases get this tool at no cost!
To get the discount code, either email lifesales@pfsinsurnace.com or stephanie@croweandassocites or call 203-796-5403. You must be either a Crowe or Pinnacle agent to recieve this discount!
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