Insights

Independent Agency Spotlight Target insurance buyers in Milwaukee and Southeastern Wisconsin with a value proposition centered on personalized, first-class service and tailored coverage plans, leveraging PRG's 95+ years of combined industry experience.

Growth Potential PRG's revenue range of 10M-25M and a lean team (2-10 employees) suggests opportunities to expand through scalability solutions, process optimization, and additional lines of coverage or higher-margin specialty products.

Technology Stack PRG’s use of cloud-based and security tools (Moat, Cloudflare, reCAPTCHA, Google Tag Manager, Google Search Console) indicates openness to digital modernization, marketing automation, and data-driven client engagement platforms.

Market Positioning Position PRG as a regional expert in insurance for individuals, families, and businesses in the Milwaukee metro area to differentiate from national firms and attract mid-market clients seeking local responsiveness.

Partnership Opportunities With a small internal team and strong local footprint, there is potential for strategic partnerships with larger brokers or carriers to expand product offerings, tech-enabled services, and cross-sell opportunities in the adjacent financial services space.

Planning Resource Group Tech Stack

Planning Resource Group uses 8 technology products and services including Moat, gstatic.com, Weebly, and more. Explore Planning Resource Group's tech stack below.

  • Moat
    Analytics
  • gstatic.com
    Content Delivery Network
  • Weebly
    Content Management System
  • Open Graph
    Content Management System
  • Modernizr
    Javascript Libraries
  • core-js
    Javascript Libraries
  • Cloudflare Bot Management
    Security
  • Google Analytics
    Web Analytics

Planning Resource Group's Email Address Formats

Planning Resource Group uses at least 1 format(s):
Planning Resource Group Email FormatsExamplePercentage
First@prgwi.comJohn@prgwi.com
100%

Frequently Asked Questions

What is Planning Resource Group's phone number?

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You can contact Planning Resource Group'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 Planning Resource Group's official website and social media links?

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Planning Resource Group's official website is prgwi.com and has social profiles on LinkedIn.

How much revenue does Planning Resource Group generate?

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As of August 2026, Planning Resource Group's annual revenue is estimated to be $10M - $25M.

What is Planning Resource Group's SIC code NAICS code?

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Planning Resource Group's SIC code is 6411 - Insurance Agents, Brokers, and Service NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Planning Resource Group have currently?

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As of August 2026, Planning Resource Group has approximately 4 employees across 1 continents, including North America. Key team members include Insurance Sales Representative: S. A.. Explore Planning Resource Group's employee directory with LeadIQ.

What industry does Planning Resource Group belong to?

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Planning Resource Group operates in the Insurance industry.

What technology does Planning Resource Group use?

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Planning Resource Group's tech stack includes Moatgstatic.comWeeblyOpen GraphModernizrcore-jsCloudflare Bot ManagementGoogle Analytics.

What is Planning Resource Group's email format?

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Planning Resource Group's email format typically follows the pattern of First@prgwi.com. Find more Planning Resource Group email formats with LeadIQ.

When was Planning Resource Group founded?

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Planning Resource Group was founded in 1993.
Planning Resource Group logo

Planning Resource Group

InsuranceWisconsin, United States2-10 Employees

Planning Resource Group is an independent insurance agency founded in 2013 and based in Mequon, Wisconsin. It serves individuals, families, and businesses in the Milwaukee metropolitan area and Southeastern Wisconsin.

With more than 95 years of combined industry experience, the firm provides tailored coverage options and reliable service to its clients. It operates within the insurance sector and maintains a small staff focused on meeting the needs of its local client base.

Section iconCompany Overview

Phone number
Website
prgwi.com
SIC Code
6411 - Insurance Agents, Brokers, and Service
NAICS Code
524 - Insurance Carriers and Related Activities
Founded
1993
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    Planning Resource Group's revenue is estimated to be in the range of $10M - $25M

Section iconFunding & Financials

  • $10M - $25M

    Planning Resource Group's revenue is estimated to be in the range of $10M - $25M

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