Insights

Medicare Advocacy Niche MyPlanAdvocate specializes in advocating for Medicare recipients and their caregivers, providing a unique opportunity to tailor insurance plans to individual needs within this specific niche market.

Continuous Customer Engagement By offering annual benefits check-ups and assistance during special election periods, MyPlanAdvocate maintains continuous engagement with customers, presenting opportunities for upselling or cross-selling additional insurance products and services.

Tech-Driven Customer Service Utilizing a tech stack that includes Google Analytics, Salesforce, and Google Cloud, MyPlanAdvocate enhances customer service delivery, opening avenues for leveraging technology to drive sales processes and customer interactions.

Expansive Market Reach With licenses in all 50 states and the District of Columbia, MyPlanAdvocate has a broad market reach, allowing for scalability and expansion strategies to tap into regional nuances and preferences for insurance services.

Competitive Positioning Positioned among similar companies with varying employee sizes and revenues, MyPlanAdvocate's unique customer-centric approach can be leveraged as a competitive advantage to attract clients seeking personalized insurance advocacy services.

MyPlanAdvocate Tech Stack

MyPlanAdvocate uses 8 technology products and services including Google Analytics, Salesforce, MySQL, and more. Explore MyPlanAdvocate's tech stack below.

  • Google Analytics
    Analytics
  • Salesforce
    Customer Relationship Management
  • MySQL
    Database
  • Google Cloud
    Infrastructure As A Service
  • Google
    Miscellaneous
  • RSS
    Miscellaneous
  • Greenhouse
    Recruitment Marketing
  • Google Tag Manager for WordPress
    Web Platform Extensions

Media & News

MyPlanAdvocate's Email Address Formats

MyPlanAdvocate uses at least 1 format(s):
MyPlanAdvocate Email FormatsExamplePercentage
First.Last@myplanadvocate.comJohn.Doe@myplanadvocate.com
49%
First-Last@myplanadvocate.comJohn-Doe@myplanadvocate.com
1%
First.Last@myplanadvocate.comJohn.Doe@myplanadvocate.com
49%
First-Last@myplanadvocate.comJohn-Doe@myplanadvocate.com
1%

Frequently Asked Questions

Where is MyPlanAdvocate's headquarters located?

Minus sign iconPlus sign icon
MyPlanAdvocate's main headquarters is located at 460 West 50 North Suite 500 Salt Lake City, UT 84101 US. The company has employees across 1 continents, including North America.

What is MyPlanAdvocate's official website and social media links?

Minus sign iconPlus sign icon
MyPlanAdvocate's official website is myplanadvocate.com and has social profiles on LinkedIn.

How much revenue does MyPlanAdvocate generate?

Minus sign iconPlus sign icon
As of November 2024, MyPlanAdvocate's annual revenue reached $15M.

What is MyPlanAdvocate's NAICS code?

Minus sign iconPlus sign icon
MyPlanAdvocate's NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does MyPlanAdvocate have currently?

Minus sign iconPlus sign icon
As of November 2024, MyPlanAdvocate has approximately 95 employees across 1 continents, including North America. Key team members include Chief Executive Officer: L. B.Chief Legal Officer, Chief Compliance Officer: P. C.Chief Storyteller: D. Y.. Explore MyPlanAdvocate's employee directory with LeadIQ.

What industry does MyPlanAdvocate belong to?

Minus sign iconPlus sign icon
MyPlanAdvocate operates in the Insurance industry.

What technology does MyPlanAdvocate use?

Minus sign iconPlus sign icon
MyPlanAdvocate's tech stack includes Google AnalyticsSalesforceMySQLGoogle CloudGoogleRSSGreenhouseGoogle Tag Manager for WordPress.

What is MyPlanAdvocate's email format?

Minus sign iconPlus sign icon
MyPlanAdvocate's email format typically follows the pattern of . Find more MyPlanAdvocate email formats with LeadIQ.

When was MyPlanAdvocate founded?

Minus sign iconPlus sign icon
MyPlanAdvocate was founded in 2021.
MyPlanAdvocate

MyPlanAdvocate

InsuranceUtah, United States51-200 Employees

Welcome to MyPlanAdvocate. We are hard at work developing a customer and employee experience that endeavors to improve the lives of everyone we work with. We understand that saying that we’re different isn’t enough and that we must prove it every day in our actions and outcomes. We provide a free, no-obligation service to people on Medicare, people who will soon be on Medicare, and their caregivers.

MyPlanAdvocate is a National (licensed in all 50 states and DC) Medicare Agency with a team of licensed and certified agents dedicated to advocating on behalf of our customers. We want to do more than find a plan that is a good fit. We want to work with you to find you a plan that is right for your current and future needs, even if that plan is not a plan we are contracted to offer.

Determining the right plan is not a “Set it and forget it” situation. Needs change, plans change, and sometimes the world changes around you. MyPlanAdvocate wants to spend a few minutes with you every year to review your needs, your current plan, and any differences in what you have compared to what you need. With your consent, we’ll follow up with you every year during the Medicare Open Enrollment period to provide you with an “Annual Benefits Check-up.” That way, you can have the Peace-of-Mind that you’ve taken an active role in reviewing and choosing your plan every year.

If your situation changes mid-year, we can help with that too. Contact us, and we’ll help you determine if you qualify for a Special Election Period (SEP), allowing you to make plan changes without having to wait until the next Open Enrollment.

You are always welcome to work directly with your insurance provider for services or questions, but if for any reason you would like our assistance, call us, and we’ll work with you and your insurance company to answer your questions and resolve any issues.

Section iconCompany Overview

Headquarters
460 West 50 North Suite 500 Salt Lake City, UT 84101 US
NAICS Code
524 - Insurance Carriers and Related Activities
Founded
2021
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $10M$50M

    MyPlanAdvocate's revenue is in the range of $10M$50M

Section iconFunding & Financials

  • $10M$50M

    MyPlanAdvocate's revenue is in the range of $10M$50M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.