Zach Bornheimer

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  • 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...

  • 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 ...

  • How To Solve: "Your Administrator has blocked this application" Error on Windows

    Symptom: An error message saying: "Your administrator has blocked this application because it potentially poses a security risk to your computer."   Fix: Click here to download the Fix zip file. ...

  • Medication & Condition Abbreviations

    When working in the Medication Use or Condition Name field, if you enter any of these abbreviations, it will be immediately translated into the phrase on the right side of the arrow.  Note, you may...

  • Where are cases saved?

    Windows Edition: When you save a case using Windows Edition, you can choose where it is saved.   BPP Online The web browser you're using decides where BPP cases will be saved.  You can change these...

  • What is BPP For? (Types of Policies)

    Quick answer: Final Expense / Whole Life Medicare Supplement (Experimental) Term (Experimental) - Simplified and Fully Underwritten Preneed We add products by request.  Submit your requests here:...

  • How to Open a .bpp File

    What this answers? How do I open a .bpp file?   Solution Launch Best Plan Pro In the menu bar, go to Data > Load Data Select the .bpp file you want to open More information on Saving & Loading ...

  • 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...

  • 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...

  • 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...