Insights

Acquisition Opportunity Recent acquisition by Wendell Charles Wealth signals potential cross-sell and integration opportunities with an expanded client base and wealth management services.

Mid-Sized Scale Company size (51-200 employees) places it as a target for mid-market insurance solutions, enterprise-grade risk management, and heightened need for scalable tech and service capabilities.

Independent Channel Operating as an independent agency emphasizes the value of personalized coverage and advisory services, creating chances to offer customized programs, bundling, and loyalty-driven renewals.

Technology Stack Utilizes common web and security tech (ASP.NET, IIS, reCAPTCHA, jQuery) suggesting readiness for digital modernization, client portals, and data-driven underwriting partnerships.

Growth Readiness Revenue in the high seven-figures with recent hiring in commercial lines indicates potential for expanding commercial policy placements, risk analytics services, and targeted industry-focused offerings.

INSURANCE PLANNING, INC. Tech Stack

INSURANCE PLANNING, INC. uses 8 technology products and services including jsDelivr, Google Fonts API, Element UI, and more. Explore INSURANCE PLANNING, INC.'s tech stack below.

  • jsDelivr
    Content Delivery Network
  • Google Fonts API
    Font Scripts
  • Element UI
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • reCAPTCHA
    Security
  • Microsoft ASP.NET
    Web Frameworks
  • Microsoft IIS
    Web Servers
  • bxSlider
    Web Tools And Plugins

INSURANCE PLANNING, INC.'s Email Address Formats

INSURANCE PLANNING, INC. uses at least 1 format(s):
INSURANCE PLANNING, INC. Email FormatsExamplePercentage
LastF@insurance-planning.comDoeJ@insurance-planning.com
69%
First.Last@insurance-planning.comJohn.Doe@insurance-planning.com
18%
F.Last@insurance-planning.comJ.Doe@insurance-planning.com
8%
LastFirst@insurance-planning.comDoeJohn@insurance-planning.com
5%

Frequently Asked Questions

What is INSURANCE PLANNING, INC.'s phone number?

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You can contact INSURANCE PLANNING, INC.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is INSURANCE PLANNING, INC.'s official website and social media links?

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INSURANCE PLANNING, INC.'s official website is insurance-planning.com and has social profiles on LinkedIn.

How much revenue does INSURANCE PLANNING, INC. generate?

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As of August 2026, INSURANCE PLANNING, INC.'s annual revenue is estimated to be $100M - $250M.

What is INSURANCE PLANNING, INC.'s NAICS code?

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INSURANCE PLANNING, INC.'s NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does INSURANCE PLANNING, INC. have currently?

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As of August 2026, INSURANCE PLANNING, INC. has approximately 55 employees across 1 continents, including North America. Key team members include Owner: D. C.Owner: T. S.Senior Vice President: S. J.. Explore INSURANCE PLANNING, INC.'s employee directory with LeadIQ.

What industry does INSURANCE PLANNING, INC. belong to?

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INSURANCE PLANNING, INC. operates in the Insurance industry.

What technology does INSURANCE PLANNING, INC. use?

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INSURANCE PLANNING, INC.'s tech stack includes jsDelivrGoogle Fonts APIElement UIjQueryreCAPTCHAMicrosoft ASP.NETMicrosoft IISbxSlider.

What is INSURANCE PLANNING, INC.'s email format?

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INSURANCE PLANNING, INC.'s email format typically follows the pattern of LastF@insurance-planning.com. Find more INSURANCE PLANNING, INC. email formats with LeadIQ.

When was INSURANCE PLANNING, INC. founded?

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INSURANCE PLANNING, INC. was founded in 1968.
INSURANCE PLANNING, INC. logo

INSURANCE PLANNING, INC.

InsuranceKansas, United States51-200 Employees

Insurance Planning, Inc., based in Hays, Kansas, has offered its services since 1968. It serves individuals and businesses across Kansas and neighboring states. The firm writes both personal and commercial insurance policies tailored to client needs. It operates as an independent insurance agency. 

The company works with clients on a one-on-one basis to tailor policies and to establish ongoing relationships. In July 2023, the Great Bend office welcomed Shelly Peacock as the commercial lines account executive, reflecting a recent staffing update.

Section iconCompany Overview

Phone number
NAICS Code
524 - Insurance Carriers and Related Activities
Founded
1968
Employees
51-200

Section iconFunding & Financials

  • $100M - $250M

    INSURANCE PLANNING, INC.'s revenue is estimated to be in the range of $100M - $250M

Section iconFunding & Financials

  • $100M - $250M

    INSURANCE PLANNING, INC.'s revenue is estimated to be in the range of $100M - $250M

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