Insurance ToolKit or Best Plan Pro?

[zachbpp]

Just because it's managed by a real FE producer that still is an FE business producer.

Hey, Zach from BPP here. This is misinformation I'd like to clear up. Ric and I created Best Plan Pro. I deal with the software (although I and BPP have contributed in some form to the development of probably 10 of the latest insurance products to hit the market) and do webinars because I like direct feedback from people about how to make the product better. We manage the project by unanimous consent. He and I need to agree to find the happy medium between software theory and real life. From a software perspective, most users don't know how to solve problems, BUT they can identify problems very well. That's why we've found it super helpful for me to talk to people directly.

So, he sells and I make sure the product is solid.

He's an active writing agent in FEX. With BPP he personally did, if I remember right, something like a quarter million in premium in a year. He and I discuss every feature of BPP.

That all being said, we work toward accuracy with carrier relationships, imo relationships, and more with BPP. And we also pioneer features in the space to help agents, such as simple cross quoting, typo fixes, and automatic generic research.

Happy to answer any more questions as they come up.

 

[zachbpp]

What JD said, and I think Toolkit's about half the price.

I haven't tried BPP, but I've had the Toolkit for a year and I love it. Because the UW is accurate, I wouldn't be without it.

Last I heard, Toolkit sells at $35 or $40. I have heard that they raised prices.
You can get BPP for $29.99/mo.

 

[jdeasy]

Hey, Zach from BPP here. This is misinformation I'd like to clear up. Ric and I created Best Plan Pro. I deal with the software (although I and BPP have contributed in some form to the development of probably 10 of the latest insurance products to hit the market) and do webinars because I like direct feedback from people about how to make the product better. We manage the project by unanimous consent. He and I need to agree to find the happy medium between software theory and real life. From a software perspective, most users don't know how to solve problems, BUT they can identify problems very well. That's why we've found it super helpful for me to talk to people directly.

So, he sells and I make sure the product is solid.

He's an active writing agent in FEX. With BPP he personally did, if I remember right, something like a quarter million in premium in a year. He and I discuss every feature of BPP.

That all being said, we work toward accuracy with carrier relationships, imo relationships, and more with BPP. And we also pioneer features in the space to help agents, such as simple cross quoting, typo fixes, and automatic generic research.

Happy to answer any more questions as they come up.

Who is this partner that supposedly did $250K FE premium in one year and what year was it?

Surely he earned a trip. Which one?

Since you want to make things clear, here's your chance.

 

[zachbpp]

Who is this partner that supposedly did $250K FE premium in one year and what year was it?

Surely he earned a trip. Which one?

Since you want to make things clear, here's your chance.

Ric Craig is the co-founder I'm referring to. I don't know what trips he's gone on. He had a few trips he had the option of going on this year that he turned down for various reasons, but again, not sure. I gave you the details I know.

BPP is used by other people besides him though. AmeriLife found a 15% increase in placement for agents and hours saved internally dealing with prequalifications.

 

[jdeasy]

Ric Craig is the co-founder I'm referring to. I don't know what trips he's gone on. He had a few trips he had the option of going on this year that he turned down for various reasons, but again, not sure. I gave you the details I know.

BPP is used by other people besides him though. AmeriLife found a 15% increase in placement for agents and hours saved internally dealing with prequalifications.

You didn't give details. You talk in generalities.

You quoted me because Toolkit is run by a real producer. I know who he is. I know what production he does.

I've met him on company reward trips.

You took exception to what I said and wanted to "clear" it up.

instead you give more generalities.

Again, what year did your partner write $250K in FE business on his own pen?

What's his personal FE production for the first quarter of this year?

What companies did he write it with?

You to make clear or do you just want to advertise?

I don't care if it was just hyperbole. But you specifically wanted to correct me.

it's your stage.

 

[zachbpp]

You didn't give details. You talk in generalities.

You quoted me because Toolkit is run by a real producer. I know who he is. I know what production he does.

I've met him on company reward trips.

You took exception to what I said and wanted to "clear" it up.

instead you give more generalities.

Again, what year did your partner write $250K in FE business on his own pen?

What's his personal FE production for the first quarter of this year?

What companies did he write it with?

You to make clear or do you just want to advertise?

I don't care if it was just hyperbole. But you specifically wanted to correct me.

it's your stage.

I just called Ric, here what he told me to send to you:

• 2020 - 237,096.48 of premium
• w/ Liberty, Sentinel, AIG, Prosperity, Assurant, MoO, GTL, and KC Life
• at Senior Solutions
• 2021 Wrote 185,325.63 of premium in 8 months
• 2022 Wrote 68,873.62 in 5 months

 

[jdeasy]

I just called Ric, here what he told me to send to you:

• 2020 - 237,096.48 of premium
• w/ Liberty, Sentinel, AIG, Prosperity, Assurant, MoO, GTL, and KC Life
• at Senior Solutions
• 2021 Wrote 185,325.63 of premium in 8 months
• 2022 Wrote 68,873.62 in 5 months

So it's just not true that one of you is actively out writing FE at anything other than a part time level.

 

[zachbpp]

So it's just not true that one of you is actively out writing FE.

That's correct.

 

[zachbpp]

at anything other than a part time level.

Just saw that you edited your post to ask if Ric is just writing part time. He writes full time and works with BPP full time as well.

 

[jdeasy]

Just saw that you edited your post to ask if Ric is just writing part time. He writes full time and works with BPP full time as well.

Then why are the numbers so low if BBP is the bomb?