---
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: '2026-04-23'
parent_category:
  name: Insurance
  url: https://www.g2.com/categories/insurance
---


# 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. 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.

  ### 2. 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

  ### 3. 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?filters%5Bnps_score%5D%5B%5D=4&section=pricing&secure%5Bexpires_at%5D=2026-08-13+16%3A40%3A36+-0500&secure%5Bsession_id%5D=3e36bf2f-c0de-4ffb-b9a3-42737ea2b324&secure%5Btoken%5D=0f33bfb1eaa7eae7bf44351e474c9470b489a53e829765102cd44422352d2c9c&format=llm_user)

## Best Plan Pro Features
**Additional Functionality**
- For Auto Insurance
- Carrier Upload
- AI Copilot
- Search/Filter
- Reminders
- For Health/Medical Insurance
- Audit Management
- For Personal Insurance
- Quotes/Estimates
- For Professional Liability
- Generative AI
- Multi-State
- For Medical Malpractice
- Reporting & Statistics
- Policy Management
- For Casualty Insurance
- Comparative Insurance Rating
- Commercial Lines
- Document Management
- Alerts/Notifications
- For Long Term Care
- For Homeowners Insurance
- Third-Party Integrations
- Document Storage
- Secure Login
- Accounting Integration
- Workflow Management
- Commission Management
- Claims Management
- Lifecycle Management
- Document Templates
- Electronic Payments
- Multiple Line Rating
- Self Service Portal
- Sales Reports
- For Disability Insurance
- Broker/Agent Portal
- Customer Portal
- Email Management
- MGA Administration
- Customizable Reports
- Activity Dashboard
- For Life Insurance
- Underwriting Management

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