Zach Bornheimer

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Activity overview

Latest activity by Zach Bornheimer
  • Zach Bornheimer created an article,

    How To Get BPP Data Into Your CRM

    What this answers? How do I get BPP data into a file? Can I save my case? Can I save my case without a file?   Solution To save your case to a file, go to Data > Save Data.  To get a link to a ca...

  • Zach Bornheimer created an article,

    What Information Does Best Plan Pro Have?

    What this answers: What information does Best Plan Pro Contain? Does Best Plan Pro have eApp Links? What's inside Plan Info? Answer: Inside the Medication Addition Window Medication Names Medica...

  • Zach Bornheimer created an article,

    How to Enter Maintenance Medications

    What this answers: How do I enter maintenance medications? Answer: You don't have to do anything special for maintenance medications...just enter them in normally.   If you have a medication PLAV...

  • Zach Bornheimer created an article,

    Need help finding your BPP Key Code?

    What this answers: I need help finding your BPP Key Code. Where do I get my credentials? I just signed up, how do I sign in? I need to change computer and don't have my Key Code.  How do I get the...

  • Zach Bornheimer created an article,

    Is Liberty Bankers Inaccurate?

    Do you think LBL (Liberty Bankers is inaccurate)?  Here's what's going on.   Please note that everything listed here is to the best of our knowledge, true, but also, at times, may be opinion.   Lib...

  • Zach Bornheimer created an article,

    How are quotes ordered?

    What this answers: Are my quotes out of order? How do I order my quotes lowest to highest? How are quotes organized? Answer: Quotes are arranged by both coverage type and price. You'll see day-o...

  • Zach Bornheimer created an article,

    Does BPP Integrate Directly With Carriers?

    Questions this answers: Do I have to enter my client's information again into carrier's eApps? Does Best Plan Pro do a med pull? What is Best Plan Pro for? Answer: BPP is a non-binding pre-qualif...

  • Zach Bornheimer created an article,

    Cancer Issue? Make sure you're doing this:

    Having issues with Cancer cases that are returning too favorable a result?  Make sure there are at least 2 cancer conditions. This: CANCER - when they were diagnosed as having cancer and their last...

  • Zach Bornheimer created an article,

    How To: Updating Your BPP Key Code or BPP Email

    Problem You need to change your BPP Key Code or your BPP Email because you found a typo in your email or someone has your credentials that shouldn't.   Solution The BPP Key Code is generated using ...

  • Zach Bornheimer created an article,

    SNL not showing up in FL? Here's what to do.

    Problem: Security National Life is not showing up for Florida, but is in other states. Fix: Check First Guarantee Insurance Security Care in your products list. SNL uses that company name in Florid...