--- title: Best Plan Pro Reviews meta_title: 'Best Plan Pro Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how Best Plan Pro works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 7 scale: '5' date_modified: '2026-09-22' parent_category: name: Insurance url: https://www.g2.com/categories/insurance ---

Best Plan Pro Reviews & Product Details

Profile Status

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Pricing

Pricing provided by Best Plan Pro.

Monthly Subscription

$29.99
Per Month

Annual Subscription

$299.99
Per Year

User Insights

Average based on 7 real user reviews.

Typical contract price

$0k - $0k

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Per Month

Robert O.
RO
Robert O.
Small-Business (50 or fewer emp.)
"Efficient Life Insurance Management, Minor Login Issue"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Marques P.
MP
Marques P.
Small-Business (50 or fewer emp.)
"BPP helping one agent at a time"
4/5
What do you like best about Best Plan Pro?

One of the best resources in the insurance space to help underwrite and know before you leave a home what option is best for the client. What I like the most about best playing pro is their ability to integrate into other software 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.

Andy H.
AH
Andy H.
Master Benefits Advisor
Small-Business (50 or fewer emp.)
"Earn while you learn"
4/5
What do you like best about Best Plan Pro?

BPP's interface is self-explanatory. By filling out the screen, even a new agent can carry a meaningful 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 saving your file, you can instantly bring back vital information for follow-ups or check-ins. My BPP files allow me to know and to sell to those I didn't sell to 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 drawbacks. The product continues to evolve to be a better tool for agents and agent leaders. Sometimes I want the Drug encyclopedia to recognize my misspellings. Review collected by and hosted on G2.com.

Justin P.
JP
Justin P.
Small-Business (50 or fewer emp.)
"Overall great product"
4.5/5
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.

SL
Scott L.
Small-Business (50 or fewer emp.)
"Simple, easy to use and accurate with the ability to save and go back to a client in the future."
5/5
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.

Elliot M.
EM
Elliot M.
Broker
Small-Business (50 or fewer emp.)
"Easy to use and effective"
5/5
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.

Matt M.
MM
Matt M.
Small-Business (50 or fewer emp.)
"Overall pretty good"
4/5
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.

Pricing Options

Pricing provided by Best Plan Pro.

Monthly Subscription

$29.99
Per Month

Annual Subscription

$299.99
Per Year