BookValuePro helps Medicare Supplement agents and agencies know exactly which clients to call, when to call them, and how much commission is on the table. Our Underwriting Assistant checks each applicant against carrier underwriting guidelines, so you can place every client with the right carrier.
3 months free · Plans from $44.99/month · Cancel anytime
Enter your applicant's height, weight, health conditions and medications, choose the carriers you're considering, and get an instant Likely Accept, Needs Review or Likely Decline read on each one — before you spend time on a full application.
Humana underwriting data is live now, with more carriers being added. The UW Assistant gives field-underwriting guidance only — the final decision always rests with the carrier.
Most agents know their clients by name but not by value. BookValuePro changes that — giving you a clear picture of renewal opportunities, at-risk policies, and the LTV of your entire commission stream.
Every client ranked by renewal opportunity, so you always know who to call first.
See the LTV of your full book projected out 10 years — by client, by carrier, by state.
Outreach calendar built from policy anniversary dates — never miss a renewal window again.
Manage multiple agents' books in one place. See opportunity across your whole team.
Works across carriers and states. Commission schedules built in for AARP/UHC, Aetna, and more.
Stop managing spreadsheets. Upload your book and get a prioritized action plan in minutes.
No complicated setup. No IT department required.
Import your client list — DOB, carrier, state, effective date, and premium. That's all we need.
BookValuePro calculates LTV, renewal opportunity, and priority class for every policy in your book.
A ranked outreach schedule, commission projections, and book value summary — all in one view.
Work your priority list. Every call you make is backed by data on exactly what's at stake.
Join agents already on the early access list — and be among the first to try the new UW Assistant. 3 months free on every plan.