# Best Plan Pro Reviews **Vendor:** Best Plan Pro **Category:** [Underwriting & Rating Software](https://www.g2.com/categories/underwriting-rating) **Average Rating:** 4.5/5.0 **Total Reviews:** 7 ## About Best Plan Pro Best Plan Pro uses AI to simplify underwriting for life insurance agents. Ditch your cheat sheets, make better product recommendations, and close more deals with our patented software. ## Best Plan Pro Reviews ### 1. Efficient Life Insurance Management, Minor Login Issue **Rating:** 5.0/5.0 stars **Reviewed by:** Robert O. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 20, 2026 **What do you like best about Best Plan Pro?** I like that Best Plan Pro speeds up my time. I also appreciate that everything is there, including a link to write and submit business. The initial setup was good, and I'm likely to recommend it to others. **What do you dislike about Best Plan Pro?** So I set a link to my home screen on my phone then it wanted to have my key code and email to log in but now it won’t let me in on either my phone or computer. **What problems is Best Plan Pro solving and how is that benefiting you?** Best Plan Pro speeds up my time with life insurance tasks and provides everything I need, including a link to write and submit business. ### 2. BPP helping one agent at a time **Rating:** 4.0/5.0 stars **Reviewed by:** Marques P. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 17, 2023 **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. **What do you dislike about Best Plan Pro?** Nothing I think it serves a great role and good for the marketplace. **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. ### 3. Earn while you learn **Rating:** 4.0/5.0 stars **Reviewed by:** Andy H. | Master Benefits Advisor , Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2023 **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. **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 **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 ### 4. Overall great product **Rating:** 4.5/5.0 stars **Reviewed by:** Justin P. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 17, 2023 **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 **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 **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. ### 5. Simple, easy to use and accurate with the ability to save and go back to a client in the future. **Rating:** 5.0/5.0 stars **Reviewed by:** Scott L. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2023 **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. **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. **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. ### 6. Easy to use and effective **Rating:** 5.0/5.0 stars **Reviewed by:** Elliot M. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2023 **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. **What do you dislike about Best Plan Pro?** offer quoting and underwriting for term insurance **What problems is Best Plan Pro solving and how is that benefiting you?** It helped solved medication and health conditions. ### 7. Overall pretty good **Rating:** 4.0/5.0 stars **Reviewed by:** Matt M. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 11, 2023 **What do you like best about Best Plan Pro?** The software is very robust in regards to underwriting help. **What do you dislike about Best Plan Pro?** Overall, I like the product a lot, but it can be very cumbersome at times. **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 - [View Best Plan Pro pricing details and edition comparison](https://www.g2.com/products/best-plan-pro/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-13+10%3A31%3A37+-0500&secure%5Bsession_id%5D=9ab54232-2a52-435c-8b81-dade52071ba6&secure%5Btoken%5D=4477f92eca0216af38d525103416c6bd69199096080cd6a06235e1fcc38fb4be&format=llm_user) ## Top Best Plan Pro Alternatives - [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) - 4.4/5.0 (682 reviews) - [PL Rating](https://www.g2.com/products/pl-rating/reviews) - 4.5/5.0 (476 reviews) - [Duck Creek Policy](https://www.g2.com/products/duck-creek-policy/reviews) - 4.6/5.0 (102 reviews)