Co-Plan Group
- Company typePrivate
- Founded2002
- HeadquartersDoral, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
Co-Plan Group firmographics
Firmographics- Name
- Co-Plan Group
- Legal name
- Coplan Group LLC
- Website
- https://coplangroupus.com
- Company type
- Private
- Founded year
- 2002
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Co-Plan Group industry classification
Industry- Product category
- Insurance Brokerage
- NAICS
- Insurance Agencies and Brokerages (524210), Insurance Carriers and Related Activities (524)
- SIC
- Insurance Agents, Brokers & Service (6411), Accident & Health Insurance (6321), Life Insurance (6311)
- akta.pro primary industry
- CO-OP / Nonprofit Individual Market Plans (HLAEABAH)
- akta.pro secondary industries
- International / Expatriate Group Health Plans (FSAIAFAJ), Employer-Sponsored Dental & Vision (Group) (FSAIAHAH)
Keywords
Where Co-Plan Group is headquartered
LocationHeadquarters
- HQ city
- Doral
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Co-Plan Group 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 Sales Commissions: Co-Plan Group operates as an insurance agency/broker earning commissions from insurance products sold. They partner with major insurance companies (National Life, Florida Blue, Aetna, UnitedHealthcare, F&G, Molina Healthcare, and others) and earn referral or agent commissions when customers purchase life insurance, health insurance, final expense insurance, income protection, and other insurance products through their agency.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels7 records
Co-Plan Group product offering
Product offeringCore offering
Co-Plan Group is an insurance and financial planning agency that consults with individuals, families, and businesses and matches them with insurance and investment products from 40+ partner carriers. Core offerings include life insurance, medical expense plans, complementary (dental/visual) plans, disability and long-term care, special risks, travel assistance, final expense, and retirement/investment plans, delivered through bilingual agent-led advisory with annual renewal monitoring.
Product overview
Co-Plan Group offers a unified insurance and financial services platform that combines consulting with multiple insurance products. The portfolio includes Consulting Services as the entry point for customer needs assessment, supported by core insurance products: Medical Expense Plans (national and international), Special Risks coverage, Complementary Plans (dental, visual, telemedicine), Life Policies, Disability Plans, Investment Plans (annuities, retirements), Travel Assistance Plans, and Financial Advisory services. All products are offered through professional consulting that analyzes client needs and provides tailored solutions adapted to their reality and budget.
Differentiator
Problem solved
Functional benefit
Products and services
- Consulting Services Professional consulting services that evaluate customer needs and provide tailored advice for selecting appropriate insurance products and financial planning solutions for individuals, families, and companies.
- Medical Expense Plans International and national medical expense insurance plans covering major medical expenses and outpatient costs for individuals, families, and groups.
- Special Risks Coverage Coverage for international risks including loss of life and cybernetic/information risks, with access to the Lloyd's of London database through the agency's special risks division.
- Complementary Plans Dental and visual health plans with access to doctors via video or telephone consultations, designed to complement financial protection for families, individuals, and companies.
- Investment Plans Investment plans, annuities, and retirement products with benefits including life coverage, loans, and flexible money withdrawal options.
- Travel Assistance Plans Travel insurance covering health eventualities for clients traveling outside their country of residence, including per-trip, annual multi-trip, and long-stay options.
- Life Policies Life insurance providing financial protection for families with accumulation of savings that can be used for various needs or projects.
- Disability Plans Disability and long-term care plans that replace lost income due to temporary or permanent disability situations.
- Financial Advisory Financial advisory services providing guidance on money growth according to applicable law.
- Final Expense Insurance Final expense and international funeral insurance products covering end-of-life costs, including culturally tailored plans for the Latino community in the USA, Canada, Spain, and Latin America via partner Infinity Protections.
Companies that use Co-Plan Group
Customer profileSegments4 records
Ideal customer profiles3 records
Co-Plan Group technology and API
TechnologyAPI detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
Co-Plan Group partnerships and signals
Strategic signalPartnerships
22 partnerships are on record, tiered core.
- National Life Insurance CompanycoreNational Life Insurance Company is a partner providing life insurance products. Founded in 1848, they offer peace of mind through life insurance and annuity products.
- F&GcoreEstablished in 1959, F&G offers unique life insurance and annuity solutions to meet individual financial security needs through a national network of financial professionals.
- Florida BluecoreFlorida Blue provides health insurance coverage with benefits extending beyond doctor visits, including wellness checkups, cost-comparison tools, and exclusive member discounts.
- Ambetter HealthcoreAmbetter offers health insurance product offerings for the Health Insurance Marketplace, certified as Qualified Health Plan issuers.
- Bright HealthcoreBright Health's mission is to provide everyday people with more affordable, easier-to-manage health insurance.
- Molina HealthcarecoreMolina Healthcare is a FORTUNE 500 company providing managed health care services under Medicaid and Medicare programs, serving approximately 3.6 million members nationwide.
- AvMedcoreAvMed provides health insurance coverage focused on embracing better health for members.
- CignacoreCigna encourages Americans to take control of their physical and emotional health through comprehensive health insurance offerings.
- Friday Health PlanscoreFriday Health Plans is purpose-built specifically for people and small businesses who buy their own health insurance.
- Aetna (CVS Health)coreAetna, a CVS Health business, is building a healthier world by making healthcare easy, affordable and all about you.
- UnitedHealthcarecoreUnitedHealthcare is dedicated to helping people live healthier lives and making the health system work better for everyone.
- AmericocoreAmerico is one of the fastest growing final expense companies in the United States with over 200 home office employees and over 6,500 agents nationwide. Provides insurance solutions and has been providing security and peace of mind for over 100 years.
- Lincoln Financial GroupcoreLincoln Financial Group focuses on insurance, investment, retirement advice, inspiring and empowering people to take action towards their future goals.
- TransamericacoreTransamerica is a global insurance company serving clients in over 80 countries and jurisdictions, tackling complex problems and preparing clients for what's next.
- Infinity ProtectionscoreInfinity Protections provides International Funeral Insurance to cover the Latino community that lives in the USA, Canada, Spain and Latin America.
- HeritagecoreHeritage provides income protection plans, focusing on a person's unique inherited sense of family identity and values.
- SureBridgecoreSureBridge products complement health insurance to help provide additional layer of protection in the event of injury, accident or illness.
- BMI Financial GroupcoreBMI Financial Group offers Health Insurance, Life Insurance, Disability, Travel Assistance and Investment Products with worldwide coverage.
- Best Doctors InsurancecoreBest Doctors Insurance is a private international medical insurance provider with more than 29 years of experience, providing access to specialized healthcare and the best hospitals worldwide.
- VUMI LatinacoreVUMI Latina is a prepaid medical company registered in Ecuador that provides local and global medical coverage to individuals and groups.
- Global Benefits Group (GBG)coreGBG has been specializing in the international insurance market for more than 35 years, distributing and underwriting international medical, life, disability, and travel insurance to clients around the world.
- Lloyd's of LondoncoreCo-Plan Group has access to Lloyd's of London's database through their special risks division, providing access to international risks coverage including loss of people and cyber information.
Scale indicators7 records
Recent moves6 records
Expansion highlights5 records
Co-Plan Group competitors and assessment
Company assessmentDirect peers
- GoHealth: Online health insurance marketplace and brokerage specializing in Medicare and ACA plans with carrier partnerships; comparable as a technology-enabled brokerage distributing individual and family health coverage.
- Family First Life: Insurance marketing organization focused primarily on Hispanic and multicultural families, selling life and final expense insurance through a network of agents; comparable bilingual, culturally targeted insurance distribution model.
- SelectQuote: Direct-to-consumer insurance brokerage that sells life, health, auto and home coverage via phone and online channels with carrier partnerships; directly comparable as a multi-carrier agency competing for the same individual/family policyholder.
- eHealth: Online health insurance marketplace offering individual, family, Medicare, and small-business plans from multiple carriers; closely comparable as a multi-carrier health insurance brokerage with similar commission-driven economics.
- Healthcare.com: Digital health insurance comparison and enrollment platform that helps individuals and families shop ACA, Medicare, and family plans, with bilingual resources; closely comparable to Co-Plan as a distribution channel targeting the Hispanic retail insurance market.
- USHEALTH Advisors: Insurance agency distributing health, accident, and supplemental coverage to individuals and families, including Hispanic market segments; comparable as an agency-led carrier partnership model with similar commission revenue mechanics.
Others
- GBG (Global Benefits Group): International insurance underwriter and distributor specializing in expatriate medical, life, disability, and travel coverage; comparable as a partner/supplier in Co-Plan's international product offering rather than as a competitor.
Broad incumbents
- New York Life: Large mutual life insurance carrier with a captive agency force selling life, retirement, and long-term care products; comparable as a multi-line insurance distributor operating in the same product categories as Co-Plan, though at vastly greater scale.
- Bankers Life: Insurance and financial services provider focused on middle-income Americans, distributing Medicare supplement, life, and annuity products via career agents; comparable as a career-agent-driven insurance distribution model targeting similar demographic segments.
- Northwestern Mutual: Broad financial services and insurance company with a large captive advisor network offering life, disability, and retirement products; comparable as a multi-line insurance and financial planning distributor even though much larger and more diversified than Co-Plan.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks6 records
Key highlights5 records
Customer concentration
Co-Plan Group social profiles
Digital presenceCo-Plan Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Co-Plan Group leadership team
Management profileNumber of profiles
Profiles6 records
Co-Plan Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Co-Plan Group 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 Co-Plan Group
What does Co-Plan Group do?
Co-Plan Group is an insurance and financial planning agency that consults with individuals, families, and businesses and matches them with insurance and investment products from 40+ partner carriers. Core offerings include life insurance, medical expense plans, complementary (dental/visual) plans, disability and long-term care, special risks, travel assistance, final expense, and retirement/investment plans, delivered through bilingual agent-led advisory with annual renewal monitoring.
Is Co-Plan Group a public or private company?
Co-Plan Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Co-Plan Group founded?
Co-Plan Group was founded in 2002. It employs 11 to 50 people.
Where is Co-Plan Group based?
Co-Plan Group is headquartered in Doral, United States, in the North America region.
How does Co-Plan Group make money?
One revenue line is on record: insurance Sales Commissions.
Who are Co-Plan Group's main competitors?
Direct peers on record are GoHealth, Family First Life, SelectQuote, eHealth, Healthcare.com and USHEALTH Advisors. GBG (Global Benefits Group) is listed as an others. Broad incumbents are New York Life, Bankers Life and Northwestern Mutual.
Does Co-Plan Group have an API?
No public API is recorded for Co-Plan Group.
What industry is Co-Plan Group in?
Co-Plan Group's product category is Insurance Brokerage. Its primary akta.pro industry code is HLAEABAH, CO-OP / Nonprofit Individual Market Plans, with a secondary code of FSAIAFAJ, International / Expatriate Group Health Plans. Its NAICS code is 524210 and its SIC code is 6411.