Plan Medicare
Plan Medicare is an independent Medicare advisory firm and multi-carrier insurance brokerage that provides free, licensed Medicare guidance across all 50 states to individuals turning 65, pre-retirees, dual-eligible beneficiaries, veterans, and financial advisor partners, earning carrier-paid commissions.
- Company typePrivate
- Founded2010
- HeadquartersMelville, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Plan Medicare does
Plan Medicare is an independent Medicare advisory firm and insurance brokerage founded in 2010 by Brian Krantz, headquartered in Melville, New York, with additional offices in New York City and on Long Island. The company operates as a multi-carrier agent, representing 15 insurance organizations offering 3,818 Medicare-related products (per company-website disclosure) across Medicare Part A, Part B, Part C (Medicare Advantage), Part D, Medigap, and specialized Chronic and Dual-Eligible Special Needs Plans. Its product catalog also extends to supplemental insurance lines including dental, critical illness, hospital indemnity, cancer, heart attack and stroke, long-term care, travel medical, identity theft protection, and final expense coverage, as well as ACA Health Plans for pre-Medicare individuals.
The firm earns revenue through carrier-paid commissions on policies enrolled through its agency; services are provided at no cost to clients. Distribution is sales-led, relying on licensed advisors available across all 50 states, delivered through phone consultations, in-person meetings, online scheduling via Calendly, webinars, and an SEO-driven website with educational content. Customer segments include individuals turning 65, pre-retirees on employer coverage, dissatisfied Medicare recipients, Social Security Disability recipients, dual-eligible beneficiaries, veterans and military retirees, and a B2B2C channel serving financial advisors and wealth management firms via a strategic partnership with AmeriLife Group, LLC and Senior Market Advisors announced 2026-02-13. The company reports having helped over 50,000 individuals nationwide and serves more than 15,000 active clients with year-round support including annual plan reviews and 24/7 advisor availability in English, Spanish, and Chinese. There is no proprietary technology platform; Plan Medicare is fundamentally a relationship-driven, commission-based brokerage rather than a technology or AI-enabled service.
Plan Medicare firmographics
Firmographics- Name
- Plan Medicare
- Legal name
- Plan Medicare
- Website
- https://planmedicare.com
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Plan Medicare is an independent Medicare advisory firm and multi-carrier insurance brokerage that provides free, licensed Medicare guidance across all 50 states to individuals turning 65, pre-retirees, dual-eligible beneficiaries, veterans, and financial advisor partners, earning carrier-paid commissions.
- Ownership category
- akta.pro rank
Plan Medicare industry classification
Industry- Product category
- Medicare Insurance Brokerage
- NAICS
- Agencies, Brokerages, and Other Insurance Related Activities (5242), Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds (524292)
- SIC
- Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Medicare Plan Distribution & Brokerage (Captive, Independent, FMOs) (FSAIAGAH)
- akta.pro secondary industries
- Medicare Advantage (MA) Plans (FSAIAGAA), Medicare Part D Prescription Drug Plans (PDP) (FSAIAGAC), Medicare Supplement (Medigap) (FSAIAEAG), Medigap Plan Administration (Enrollment, Billing & Member Services) (HLAEADAC)
Keywords
Where Plan Medicare is headquartered
LocationHeadquarters
- HQ city
- Melville
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Plan Medicare business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D, Infrastructure
Revenue model
- Insurance Commission Revenue: Plan Medicare provides Medicare guidance at no cost to clients. The company generates revenue through commissions paid by insurance carriers when clients enroll in Medicare plans through their agency. They represent 15 insurance organizations offering 3,818 products.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Monthly | Free Medicare Advisory Services |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels7 records
Plan Medicare product offering
Product offeringCore offering
Plan Medicare is an independent Medicare advisory and insurance brokerage firm that helps individuals, families, retirees, and financial professionals understand Medicare and choose coverage that fits their needs. Licensed advisors provide free personalized guidance, plan comparisons, and enrollment support across Medicare Parts A, B, C (Advantage), D (prescription drug), and Medigap plans from 15 insurance organizations offering 3,818 products, plus supplemental insurance products and Social Security planning advisory. Services are delivered through phone consultations, in-person meetings at New York offices, online scheduling, and webinars, with the firm compensated through insurance carrier commissions.
Product overview
Plan Medicare is an independent Medicare advisory firm that operates as a unified platform offering comprehensive Medicare guidance and insurance products. The core offering consists of Medicare advisory services covering Medicare Part A (hospital insurance), Medicare Part B (medical insurance), Medicare Part D (prescription drug coverage), Medicare Advantage Plans (Part C), and Medicare Supplement/Medigap plans. These core products are supported by a suite of supplemental insurance products including dental, vision, critical illness, hospital indemnity, cancer, heart attack & stroke, long-term care, travel medical, identity theft protection, and final expense insurance. The company also provides specialized plans for chronic conditions (C-SNP) and dual-eligible beneficiaries (D-SNP), along with Social Security planning services and a Medicare Plan Finder online tool. Services are delivered through licensed advisors available via phone, in-person consultations, and webinars, with offices in New York City and Long Island serving clients across all 50 states.
Differentiator
Problem solved
Functional benefit
Products and services
- Medicare Part A Plan Hospital insurance covering inpatient hospital care, skilled nursing facility care, hospice care, and home health services, advised to clients through Plan Medicare's licensed advisors.
- Medicare Part B Plan Medical insurance covering doctor services, outpatient care, medical supplies, and preventive services, advised to clients through Plan Medicare's licensed advisors.
- Medicare Advantage Plan (Part C) Private insurance plans offered as an alternative to Original Medicare that bundle Part A and Part B coverage, often including drug coverage and extra benefits, represented by Plan Medicare across multiple carriers.
- Medicare Part D Plan Prescription drug coverage offered by private insurance companies, varying by premium, deductible, pharmacy network, and covered medications, advised to clients through Plan Medicare.
- Medicare Supplement Plan (Medigap) Private insurance plans that work with Original Medicare to help pay out-of-pocket costs such as deductibles, copayments, and coinsurance, offered across multiple carriers through Plan Medicare.
- Chronic Special Needs Plans (C-SNP) Medicare Advantage plans for individuals with specific chronic health conditions such as diabetes, chronic heart failure, or cardiovascular disorders, advised through Plan Medicare.
- Dual Eligible Special Needs Plans (D-SNP) Medicare Advantage plans designed for individuals who qualify for both Medicare and Medicaid, offering coordinated benefits and extra support, advised through Plan Medicare.
- Medicare Plan Finder Online tool helping clients compare Medicare plan options based on doctors, prescriptions, budget, and location, offered through planmedicare.com.
- Social Security Planning Advisory service helping clients understand Social Security timing, claiming strategies, and coordination with Medicare benefits.
- Dental Insurance Dental coverage options including traditional PPOs and lower-cost in-network plans, with coverage up to $10,000.
- Final Expense Insurance Small permanent life insurance policy covering end-of-life costs such as funeral services, burial, cremation, and medical bills, with coverage typically $5,000–$50,000.
- Long-Term Care Insurance Insurance protecting savings against costs of assistance with daily activities due to aging, illness, injury, or cognitive decline.
- Critical Illness Insurance Insurance providing a lump-sum cash benefit upon diagnosis of covered conditions such as cancer, heart attack, or stroke.
- Hospital Indemnity Insurance Insurance paying set cash amounts upon hospital admission or inpatient/outpatient services to cover deductibles, copays, and lost income.
- Cancer Insurance Insurance providing benefits upon cancer diagnosis, potentially covering chemotherapy, radiation, immunotherapy, and related expenses.
- Heart Attack & Stroke Insurance Insurance offering lump-sum or staged payments for covered cardiovascular events to offset medical costs and rehabilitation expenses.
- Travel Medical Insurance Short-term health coverage for travel outside the home country, covering hospital stays, emergency room visits, and medical evacuation.
- Identity Theft Protection Insurance Comprehensive identity, credit, and privacy protection with 24/7 monitoring and full-service restoration, including up to $3 million in identity fraud protection.
- ACA Health Plans Individual and family health insurance plans available through the Health Insurance Marketplace for pre-Medicare individuals, advised through Plan Medicare.
- Generational Gifting with Life Insurance Wealth transfer strategy using life insurance as a tax-efficient vehicle to transfer wealth to children or grandchildren, advised through Plan Medicare.
Quantifiable outcome
- Helped over 50,000 individuals in all 50 states
- +3 more outcomes
Companies that use Plan Medicare
Customer profileNamed customers10 records
Segments8 records
Ideal customer profiles6 records
Plan Medicare technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Plan Medicare partnerships and signals
Strategic signalPartnerships
Twelve partnerships are on record, tiered core and peripheral.
- AmeriLife Group, LLCcoreAmeriLife Group, LLC and its affiliate Senior Market Advisors announced a strategic partnership with Brian Krantz, founder of Plan Medicare, to expand Medicare planning and education services for financial advisors and wealth management firms nationwide. The partnership aims to help financial advisors deliver white-glove Medicare guidance to retirees while reducing internal operational burden.
- Senior Market AdvisorscoreAffiliate of AmeriLife Group, Senior Market Advisors works with Plan Medicare to provide Medicare planning services to financial advisors and wealth management firms nationwide.
- United HealthcarecoreInsurance carrier partner offering Medicare Advantage Plans, Medigap, and Prescription Drug Plans. One of the major carriers represented by Plan Medicare.
- AetnacoreInsurance carrier partner offering Medicare Advantage Plans, Medigap, and Prescription Drug Plans. One of the major carriers represented by Plan Medicare.
- HumanacoreInsurance carrier partner offering Medicare Advantage Plans, Medigap, and Prescription Drug Plans. One of the major carriers represented by Plan Medicare.
- Emblem HealthcoreInsurance carrier partner offering Medicare Advantage Plans, Medigap, and Prescription Drug Plans. Regional carrier partner serving New York market.
- Empire BlueCross BlueShieldcoreInsurance carrier partner offering Medicare Advantage Plans, Medigap, and Prescription Drug Plans. Regional carrier partner serving New York market.
- Fidelis CarecoreInsurance carrier partner offering Medicare Advantage Plans, Medigap, and Prescription Drug Plans. Regional carrier partner.
- Silver ScriptcoreInsurance carrier partner offering Medicare Advantage Plans, Medigap, and Prescription Drug Plans. Focused on Medicare Part D prescription drug plans.
- Blue CaliforniacoreInsurance carrier partner offering Medicare Advantage Plans, Medigap, and Prescription Drug Plans. Regional carrier partner serving California market.
- Globe LifeperipheralInsurance carrier partner offering Medicare Advantage Plans, Medigap, and Prescription Drug Plans.
- United America InsuranceperipheralInsurance carrier partner offering Medicare Advantage Plans, Medigap, and Prescription Drug Plans.
Scale indicators5 records
Recent moves6 records
Expansion highlights6 records
Plan Medicare competitors and assessment
Company assessmentDirect peers
- Medicareful: Allstate-branded Medicare resource and brokerage connecting beneficiaries with licensed agents for plan comparisons. Comparable role as a Medicare-focused intermediary between consumers and carriers.
- eHealth: Online Medicare and individual health insurance marketplace generating commission revenue from carrier enrollments. Direct competitor in the digital Medicare brokerage category that overlaps Plan Medicare's product set and target customer.
- MedicareFAQ: Independent Medicare advisory and brokerage offering multi-carrier plan comparisons and licensed agent support. Comparable independent agent-led brokerage targeting Medicare-eligible consumers with similar product breadth.
- QuoteLab: Digital insurance lead-generation and brokerage platform with a strong Medicare and senior market focus. Comparable in carrier-agnostic distribution and commission revenue model.
- HealthPlanOne: Independent Medicare and individual health insurance brokerage with multi-carrier representation and licensed advisors. Directly comparable in business model, target customer, and carrier-agnostic distribution approach.
- Boomer Benefits: Independent Medicare-focused insurance agency helping pre-65 and Medicare-eligible consumers compare Medigap, Medicare Advantage, and Part D plans. Comparable independent brokerage model targeting the same turning-65 niche.
- GoHealth: Medicare-focused insurance brokerage platform with carrier partnerships and agent-led enrollment. Closely aligned business model and product mix (MA, Medicare Supplement, Part D) targeting the same Medicare-eligible consumer.
- SelectQuote: Publicly traded senior-focused insurance brokerage distributing Medicare Advantage, Medigap, and life products. Competes directly with Plan Medicare for the same turning-65 and senior consumer segments via a commission-based model.
Broad incumbents
- Humana: Major Medicare Advantage carrier and PDP sponsor that also operates direct agent and consumer channels. Relevant incumbent because Humana is both a Plan Medicare carrier partner and a potential competitive threat via direct enrollment.
- UnitedHealthcare: Largest Medicare Advantage carrier with its own direct-to-consumer enrollment channels and agent networks. Comparable as a Plan Medicare carrier partner and as a broad incumbent offering overlapping MA, Medigap, and Part D products.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights5 records
Customer concentration
Plan Medicare social profiles
Digital presencePlan Medicare financial estimates
Financial estimateRevenue estimate
Valuation estimate
Plan Medicare leadership team
Management profileNumber of profiles
Profiles6 records
Plan Medicare funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Plan Medicare M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Plan Medicare
What does Plan Medicare do?
Plan Medicare is an independent Medicare advisory and insurance brokerage firm that helps individuals, families, retirees, and financial professionals understand Medicare and choose coverage that fits their needs. Licensed advisors provide free personalized guidance, plan comparisons, and enrollment support across Medicare Parts A, B, C (Advantage), D (prescription drug), and Medigap plans from 15 insurance organizations offering 3,818 products, plus supplemental insurance products and Social Security planning advisory. Services are delivered through phone consultations, in-person meetings at New York offices, online scheduling, and webinars, with the firm compensated through insurance carrier commissions.
Is Plan Medicare a public or private company?
Plan Medicare is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Plan Medicare founded?
Plan Medicare was founded in 2010. It employs 1 to 10 people.
Where is Plan Medicare based?
Plan Medicare is headquartered in Melville, United States, in the North America region.
How does Plan Medicare make money?
One revenue line is on record: insurance Commission Revenue.
Who are Plan Medicare's main competitors?
Direct peers on record are Medicareful, eHealth, MedicareFAQ, QuoteLab, HealthPlanOne, Boomer Benefits, GoHealth and SelectQuote. Broad incumbents are Humana and UnitedHealthcare.
Does Plan Medicare have an API?
No public API is recorded for Plan Medicare.
What industry is Plan Medicare in?
Plan Medicare's product category is Medicare Insurance Brokerage. Its primary akta.pro industry code is FSAIAGAH, Medicare Plan Distribution & Brokerage (Captive, Independent, FMOs), with a secondary code of FSAIAGAA, Medicare Advantage (MA) Plans. Its NAICS code is 5242 and its SIC code is 6411.