Insights

Market Positioning Plan Advisors positions itself as the most accessible and engaged Insurance Marketing Organization, providing a strong platform for brokers and agencies seeking expert guidance and targeted resources within the Medicare Advantage sector.

Technology Adoption Leveraging a modern tech stack including Google Cloud, HubSpot, and advanced analytics tools, the company offers streamlined support and innovative marketing solutions, presenting opportunities for partnerships with technology vendors or integrations.

Financial Scope With a revenue range of 100 to 250 million dollars and a substantial client base, there is potential for growth-driven partnerships with large broker networks and agencies looking to expand their Medicare offerings.

Industry Specialization Specializing in the Medicare Advantage industry, Plan Advisors serves as an ideal partner for companies aiming to enhance their health plan distribution channels and onboarding processes.

Expansion Opportunities Targeting independent brokers, agencies, or related vendors interested in marketing initiatives, preferred vendor programs, and lead generation services can unlock new sales channels aligned with the company’s existing support services.

Plan Advisors Tech Stack

Plan Advisors uses 8 technology products and services including Google Cloud, HubSpot, Priority Hints, and more. Explore Plan Advisors's tech stack below.

  • Google Cloud
    Infrastructure As A Service
  • HubSpot
    Marketing Automation
  • Priority Hints
    Performance
  • WP Engine
    Platform As A Service
  • PHP
    Programming Languages
  • Google Analytics
    Web Analytics
  • Adobe Fonts
    Web Fonts
  • Nginx
    Web Servers

Media & News

Plan Advisors's Email Address Formats

Plan Advisors uses at least 1 format(s):
Plan Advisors Email FormatsExamplePercentage
FLast@myplanadvisors.comJDoe@myplanadvisors.com
38%
First@myplanadvisors.comJohn@myplanadvisors.com
12%
FLast@myplanadvisors.comJDoe@myplanadvisors.com
38%
First@myplanadvisors.comJohn@myplanadvisors.com
12%

Frequently Asked Questions

Where is Plan Advisors's headquarters located?

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Plan Advisors's main headquarters is located at Louisville, Kentucky United States. The company has employees across 1 continents, including North America.

What is Plan Advisors's official website and social media links?

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Plan Advisors's official website is myplanadvisors.com and has social profiles on LinkedIn.

What is Plan Advisors's NAICS code?

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Plan Advisors's NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Plan Advisors have currently?

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As of April 2026, Plan Advisors has approximately 51 employees across 1 continents, including North America. Key team members include Ceo: J. J.Vice President Of Business Development: L. C.Vice President Of Business Development: N. B.. Explore Plan Advisors's employee directory with LeadIQ.

What industry does Plan Advisors belong to?

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Plan Advisors operates in the Insurance industry.

What technology does Plan Advisors use?

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Plan Advisors's tech stack includes Google CloudHubSpotPriority HintsWP EnginePHPGoogle AnalyticsAdobe FontsNginx.

What is Plan Advisors's email format?

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Plan Advisors's email format typically follows the pattern of FLast@myplanadvisors.com. Find more Plan Advisors email formats with LeadIQ.

When was Plan Advisors founded?

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Plan Advisors was founded in 1990.

Plan Advisors

InsuranceKentucky, United States51-200 Employees

We leverage our knowledge, expertise, and brand to provide you with the support you need to grow your business. Whether it’s agent onboarding, marketing initiatives, or preferred vendor pricing on lead generation and technology tools, we want you to think of Plan Advisors first!

-We offer expert guidance on the Medicare Advantage industry.
-We proactively connect brokers and agencies with industry-specific resources and productivity tools, including those tailored to specific health plan distributors.
-We are the nation's most accessible and engaged Insurance Marketing Organization.

Section iconCompany Overview

Headquarters
Louisville, Kentucky United States
NAICS Code
524 - Insurance Carriers and Related Activities
Founded
1990
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $100M$250M

    Plan Advisors's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Plan Advisors's revenue is estimated to be in the range of $100M$250M

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