Planning Services Employee Directory

InsuranceTexas, United States2-10 Employees

Planning Services, founded in 1983, is an insurance-focused firm that designs and administers employee benefit plans, including group health, dental, and vision, for companies ranging from two-person startups to organizations with more than six thousand employees. It offers both fully insured and self-insured options and tailors each plan to meet the evolving needs of a growing business. The firm aims to maintain quality benefits at competitive rates through thorough plan exploration, rate negotiation, employee education, and support for wellness initiatives such as health fairs. 

As a full-service broker, Planning Services provides ongoing HR support and regulatory compliance beyond enrollment, including a 24/7 customer service line for questions about coverage, claims, bills, and pre-authorization. It also conducts enrollment meetings and offers additional educational sessions to employees, and maintains in-house COBRA and State Continuation options. The company is based in Plano, Texas, and operates with a small team.

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