Software Automation Holdings

Financial Software · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

5101 Dunlea Ct Ste 201C, Wilmington, Nor...

Revenue

<$5 Million

Industry

Financial Software Software
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Software Automation Holdings

Best Plan Pro offers fast and simple underwriting software designed specifically for life insurance agents. Their AI-driven platform automates underwriting rules, enabling agents to write applications with higher placement rates and fewer declines. The software is tailored for both independent agents and Independent Marketing Organizations (IMOs), providing tools that enhance productivity and confidence in client recommendations. With features like instant field underwriting support and real-time performance insights, Best Plan Pro aims to streamline workflows and boost business for its users.Explore more
Popular SearchesSoftware Automation Holdings LLCBestPlanProBest Plan ProSIC Code 73,737NAICS Code 51,513Show more

Software Automation Holdings Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Software Automation Holdi...

<$5M
1-10
Private
-
2018
$7.9M
11-50
Private
-
2013
CW
Christina WethingtonOwner and President
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2001
SH
Stephen HughesInsurance Broker
<$5M
1-10
Private
-
2002
<$5M
1-10
Private
-
2007
LW
Lib WilsonFounder & Principal
<$5M
1-10
Private
-
2010
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Software Automation Holdings Tech Stack

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Software Automation Holdings News & Media

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Frequently Asked Questions Regarding Software Automation Holdings

What is Software Automation Holdings's official website?
Software Automation Holdings's official website is www.bestplanpro.com
What is Software Automation Holdings's Revenue?
Software Automation Holdings's revenue is <$5 Million
What is Software Automation Holdings's SIC code?
Software Automation Holdings's SIC: 73,737
What is Software Automation Holdings's NAICS code?
Software Automation Holdings's NAICS: 51,513
How many employees does Software Automation Holdings have?
Software Automation Holdings has 1-10 employees
What industry does Software Automation Holdings belong to?
Software Automation Holdings is in the industry of: Financial Software, Software
What is Software Automation Holdings competition?
Software Automation Holdings top competitors include: Local Life Pros, SMH Insurance Agency, Lib Wilson Insurance Group, Cafaro Insurance Agency
What technology does Software Automation Holdings use?
Some of the popular technologies that Software Automation Holdings uses are: WordPress.org, Eploy, Engage ATS, Adobe Typekit
What does Software Automation Holdings do?

Best Plan Pro offers fast and simple underwriting software designed specifically for life insurance agents. Their AI-driven platform automates underwriting rules, enabling agents to write applications with higher placement rates and fewer declines. The software is tailored for both independent agents and Independent Marketing Organizations (IMOs),... providing tools that enhance productivity and confidence in client recommendations. With features like instant field underwriting support and real-time performance insights, Best Plan Pro aims to streamline workflows and boost business for its users.Read More

Is Software Automation Holdings a public company?
Software Automation Holdings is private company therefore does not currently have an official ticker symbol
See more information about Software Automation Holdings

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