updated FE cheat sheet??

May 2, 2019

  1. WinoBlues
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    WinoBlues Guru

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    You may have broken the internet with everyone googling it now.
     
  2. WinoBlues
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    WinoBlues Guru

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    Would you give us an agent's review of the software please.

    Lee
     
  3. joe92275
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    joe92275 Super Genius

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    I am an agent. I actively sell to clients. I also manage/guide independent agents and agencies in the Medicare and Final Expense space.

    So my agents review...is Best Plan Pro is awesome. Especially if you sell multiple carriers like I do. I’ve been waiting for someone to come out with the technology. It saved me about 20-25 mins on my cases that have multiple meds and conditions.
     
  4. Newby
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    Newby Guru

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    It’s pretty good. It’s only available for PC right now but a web based version that will work from tablets/phones is just a few weeks away.
     
    Newby, May 3, 2019
    #14
  5. WinoBlues
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    WinoBlues Guru

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    Joe and Scott, realizing that companies, underwriting and med histories can be fluid. I assume it will not 100% accurate. How do you and you agents see the accuracy?
     
  6. Ernesto
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    Ernesto Expert

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    GOOD INFORMATION ,THANKS FOR SHARE IT

    Does anyone know any carrier for a client with not social security ?
     
    Ernesto, May 3, 2019
    #16
  7. goillini52
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    goillini52 KeepAmericaGreat...Eat Bacon & BUILD THAT WALL!!!

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    Looks like a good product. If I sold FE full time, I'd have it. :yes:
     
  8. Newby
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    Newby Guru

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    Its basically like a cheat sheet (or like taking the exact wording of the questions on the app) and combining it with the drug lists and height/weight charts all combined.

    No it will never be perfect. Just like a GPS can’t drive your car (yet). Think of it as a GPS for your field underwriting.
     
    Newby, May 3, 2019
    #18
  9. joe92275
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    joe92275 Super Genius

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    Awesome comparison! I still teach our agents that once you land on the carrier suggested..quickly thumb through the carriers guides to be certain.

    I can attest its a long overdue platform and will change the FE agents landscape once they start using the software, I think they even give you access to it in a free trial
     
  10. Jim Spradlin
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    Jim Spradlin New Member

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    Most excellent! Thanks. I am very interested in automating processes and open to other suggestings.
     
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