What PlanIT does

PlanIT, LLC is a Milwaukee-based healthcare analytics firm founded in 1998 that sells group health benefits decision-support tools to employer groups, brokers, consultants, insurance carriers, and third-party administrators. Its signature offering, Health Plan Intelligence (HPI), is an integrated service package delivered through a proprietary web portal (HPI-Portal) and comprises five modules: HPI-Dashboard for KPI and benchmarking reporting, HPI-Analytics for direct data access and visualization, HPI-BeneCalc for predictive plan design modeling, HPI-Warehouse for multi-year claims data hosting, and a Data Integration capability that consolidates medical, pharmacy, biometrics, workers' compensation, disability, and dental data across multiple carriers. The company markets itself on more than 20 years of accumulated claims analysis covering roughly 30,000 employer groups, 30 million plan members, 500 million medical transactions, and $100 billion in claim dollars.

Name

PlanIT

Legal name

PlanIT, LLC

Website

https://planit.us.com

Company type

Private

Founded year

1998

Operating status

Operating

Headcount range

11–50 employees

Short description

PlanIT, LLC provides group health benefits analytics and benchmarking software to employer groups, brokers, consultants, and carriers via its Health Plan Intelligence platform, leveraging over 20 years of accumulated claims data.

Ownership category

akta.pro rank

Product category

Healthcare Benefits Analytics

NAICS

Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds (524292)

SIC

Services-Computer Integrated Systems Design (7373), Hospital & Medical Service Plans (6324)

akta.pro primary industry

Managed Care / Network-Based Group Health Plans (Carrier Network Products) (FSAIAFAO)

akta.pro secondary industry

Group Pharmacy Benefit (Rx) Coverage & PBM-Integrated Plans (FSAIAFAN)

Keywords

• Healthcare claims analytics
• Group health benefits
• Employer health analytics
• Benefits data warehouse
• Health plan intelligence

Headquarters

HQ city

Milwaukee

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Health Plan Intelligence™ (HPI) Subscription: Integrated service package including HPI-Dashboard, HPI-Analytics, HPI-BeneCalc, HPI-Warehouse, and Data Integration tools delivered through the proprietary HPI-Portal. Clients receive ongoing access to decision-support tools, analytics, and benchmarking services.

Go-to-market motion2 records

Distribution channels2 records

Marketing channels3 records

Core offering

PlanIT sells Health Plan Intelligence (HPI), an integrated healthcare analytics service package for employer groups and their advisors. The offering combines a secure web portal (HPI-Portal) with five modules — HPI-Dashboard, HPI-Analytics, HPI-BeneCalc, HPI-Warehouse, and Data Integration — to analyze group health claims data, benchmark plan performance, model plan design changes, and provide decision-support for managing employer-sponsored health benefits.

Product overview

PlanIT offers Health Plan Intelligence™ (HPI), an integrated service package and platform-plus-modules architecture. The core HPI platform is delivered through the HPI-Portal™ web portal and comprises five integrated modules: HPI-Dashboard™ for management-level KPI and benchmarking reporting; HPI-Analytics™ for direct data access and visualization; HPI-BeneCalc™ for predictive plan modeling; HPI-Warehouse™ for multi-year data hosting; and Data Integration for combining claims data from multiple carriers. Together, these modules provide employers with decision-support tools to analyze benefit plan performance, identify cost drivers, and manage group health plans.

Differentiator

Problem solved

Functional benefit

Brands

• Health Plan Intelligence (HPI): An integrated service package of health care decision-support tools including HPI-Dashboard, HPI-Analytics, HPI-BeneCalc, HPI-Warehouse, and Data Integration.
• HPI-Dashboard
• HPI-Analytics
• HPI-BeneCalc
• HPI-Warehouse
• Data Integration

Products and services

• Health Plan Intelligence (HPI) Integrated healthcare analytics service package delivered through the HPI-Portal web portal, bundling dashboard, analytics, predictive modeling, data warehousing, and data integration capabilities for employer groups managing group health plans.
• HPI-Dashboard Management-level key performance indicator and benchmarking report system that compares an employer's health plan performance against national, geographic, or industry-specific benchmarks.
• HPI-Analytics Online tool providing direct access to underlying benefits data with a predefined report library, filter options, cross-drill technology, and customizable subgroup analyses.
• HPI-BeneCalc

Quantifiable outcome

• 30 Thousand employer groups analyzed since inception
• +4 more outcomes

Segments5 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability2 records

Feature6 records

Partnerships

Five partnerships are on record, tiered core and minor.

• Consulting FirmscoreChannel Partner/ Reseller/ DistributorMutually beneficial partnerships with consulting firms who provide employee benefits consulting services. These partners bring complementary strengths and core competencies to the overall health analytics process, with distribution relationship focus.
• Employee Benefit BrokerscoreChannel Partner/ Reseller/ DistributorPartnerships with employee benefit brokers who advise employers on benefits and recommend PlanIT's analytics services to their clients. Partners enjoy increased knowledge and success through the relationship.
• Health Insurance CarrierscoreTechnology or IntegrationPartnerships with health insurance carriers who integrate with PlanIT's data systems to provide enhanced analytics. These data relationships enable linking unique data from multiple carriers for comprehensive claims visibility.
• Third Party Administrators (TPAs)coreTechnology or IntegrationPartnerships with third party administrators who administer employer health plans and need integrated data views and analytics. TPAs represent data relationship and enhanced service partnerships.
• AgenciesminorChannel Partner/ Reseller/ DistributorPartnerships with agencies operating in the group health industry. Each partner brings different strengths and functions to the overall health analytics process.

Scale indicators10 records

Recent moves2 records

Expansion highlights4 records

Direct peers

• Springbuk: Springbuk is a health benefits analytics platform purpose-built for employers and benefits advisors. It directly competes with PlanIT's HPI suite in employer-facing claims analytics, benchmarking, and predictive modeling.
• Pareto Intelligence: Pareto Intelligence provides healthcare analytics and risk-stratification tools to payers, providers, and employer groups. It overlaps with PlanIT's employer-group analytics, benchmarking, and data integration capabilities.
• Castlight Health: Castlight Health offers an employee health benefits navigation and analytics platform. It competes with PlanIT in employer-sponsored analytics, vendor benchmarking, and benefits decision-support.

Broad incumbents

• Health Catalyst: Health Catalyst is a large, established healthcare data and analytics platform primarily serving health systems but expanding into payer/employer use cases. It is a broader incumbent with overlapping analytics and benchmarking capabilities versus PlanIT.
• Benefitfocus: Benefitfocus is an established benefits administration and analytics platform serving large employers and carriers. While its core is benefits administration, it competes with PlanIT in employer-facing reporting and analytics.
• Mercer: Mercer is a global benefits consulting firm that increasingly bundles proprietary analytics into employer engagements. It competes with PlanIT indirectly through consulting-led analytics delivery.

Emerging players

• Jellyvision: Jellyvision (ALEX) provides employee benefits decision-support and education tools for employers and benefits brokers. It is an adjacent player competing for employer benefits engagement budgets that also flow to PlanIT.
• Alegeus Technologies: Alegeus provides consumer-directed healthcare (HSA/FSA/HRA) administration with embedded analytics and reporting. It overlaps with PlanIT's employer-side benefits data integration and reporting use cases.
• Galileo (by Raydiant): Various emerging employer benefits analytics and navigation platforms (e.g., Galileo, Wellbeats, Collective Health) compete for the same HR/Benefits dollar and increasingly bundle employer-facing claims analytics similar to PlanIT's HPI offering.
• Collective Health: Collective Health is a technology-driven employer health benefits platform with integrated analytics, navigation, and plan-design tooling. It represents the modern, vertically-integrated competitor to legacy analytics specialists like PlanIT.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about PlanIT