PlanEnroll
- Company typePrivate
- Founded-
- HeadquartersDallas, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
PlanEnroll firmographics
Firmographics- Name
- PlanEnroll
- Legal name
- Integrity Marketing Group, LLC
- Website
- https://vortizinsurance.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Where PlanEnroll is headquartered
LocationHeadquarters
- HQ city
- Dallas
- HQ country
- United States
- HQ region
- North America
Markets served
PlanEnroll business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D
Revenue model
- Insurance Carrier Commissions: PlanEnroll earns commissions from insurance companies when they help customers enroll in coverage. The insurance company that created the plan pays PlanEnroll a commission. This is the primary revenue stream and services are free for consumers with no additional cost.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | No-cost consumer service |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels6 records
PlanEnroll product offering
Product offeringCore offering
PlanEnroll is an online insurance brokerage platform that aggregates Medicare Advantage, Medicare Supplement (Medigap), Medicare Part D, term life, whole life, final expense, indexed universal life (IUL), health insurance, and annuity products from multiple carrier partners. Consumers can shop, compare, and enroll in coverage online or by phone with guidance from a national network of licensed insurance agents. The service is free to consumers, with PlanEnroll compensated through carrier commissions.
Product overview
PlanEnroll is a consumer-facing insurance brokerage platform that aggregates life, health, and Medicare insurance products from multiple carrier partners. The platform operates as a one-stop resource for insurance comparison and enrollment, offering educational tools (Medicare Coverage Review Kit, New to Medicare Checklist, Medicare Guide, Medicare Road Map) alongside access to core insurance products (Life Insurance, Health Insurance, Medicare Plans, and Annuity/Wealth Products). Users can shop, compare, and enroll in coverage online or by phone with guidance from licensed insurance agents. The company represents Medicare Advantage HMO, PPO, PFFS, and Prescription Drug Plan organizations with Medicare contracts, and works with numerous insurance carriers including Nationwide, UnitedHealthcare, Humana, Aetna, Cigna, and others.
Differentiator
Problem solved
Functional benefit
Products and services
- Medicare Insurance Products Medicare Advantage HMO, PPO, and PFFS plans, Medicare Supplement (Medigap) plans, and Medicare Part D Prescription Drug Plans offered through partnered carriers with Medicare contracts. Designed for individuals eligible for or enrolled in Medicare who need help comparing coverage options.
- Life Insurance Products Term life, whole life, indexed universal life (IUL), and final expense insurance policies offered through partnered carriers. Designed for individuals and families seeking life insurance coverage to protect their loved ones.
- Health Insurance Products Individual health insurance coverage options offered through partnered carriers including UnitedHealthcare, Humana, Aetna, Cigna, Anthem Blue Cross, and others. Designed for individuals seeking health insurance coverage and guidance on available options.
- Wealth and Annuity Products Annuity products including Multi-Year Guaranteed Annuities (MYGAs) and Fixed Indexed Annuities (FIAs) offered through partnered carriers for retirement income and wealth preservation. Designed for individuals planning for retirement seeking supplemental income.
Companies that use PlanEnroll
Customer profileSegments4 records
Ideal customer profiles3 records
PlanEnroll technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
PlanEnroll partnerships and signals
Strategic signalPartnerships
17 partnerships are on record, tiered core and flagship.
- NationwidecoreNationwide is one of the insurance carriers represented by PlanEnroll, offering life insurance and other coverage products through the PlanEnroll platform.
- North American Company for Life and Health InsurancecoreNorth American Company for Life and Health Insurance is represented by PlanEnroll, offering life and health insurance products.
- Pacific LifecorePacific Life is an insurance carrier partner of PlanEnroll, offering life insurance and annuity products.
- ProtectivecoreProtective is an insurance carrier represented by PlanEnroll, offering life insurance products.
- UnitedHealthcarecoreUnitedHealthcare is a major health insurance carrier partner of PlanEnroll, offering Medicare and health coverage products.
- Mutual of OmahacoreMutual of Omaha is an insurance carrier represented by PlanEnroll, offering health and life insurance products.
- HumanacoreHumana is a health insurance carrier partner of PlanEnroll, offering Medicare and health coverage products.
- AetnacoreAetna is a health insurance carrier represented by PlanEnroll, offering Medicare Advantage and health coverage products.
- WellcarecoreWellcare is a Medicare-focused insurance carrier partner of PlanEnroll.
- CVS HealthcoreCVS Health is represented by PlanEnroll, offering health insurance and pharmacy-related coverage products.
- Anthem Blue CrosscoreAnthem Blue Cross is a major health insurance carrier represented by PlanEnroll.
- American AmicablecoreAmerican Amicable is an insurance carrier partner of PlanEnroll, offering life insurance products.
- CignacoreCigna is a health insurance carrier represented by PlanEnroll, offering health and life insurance products.
- Core BridgecoreCore Bridge is an insurance carrier partner of PlanEnroll.
- F&G Annuities & LifecoreF&G Annuities & Life is an insurance carrier represented by PlanEnroll, offering annuity and life insurance products.
- National Life GroupcoreNational Life Group is an insurance carrier partner of PlanEnroll, offering life insurance and annuity products.
- Integrity Marketing Group, LLCflagshipPlanEnroll is a brand operated by Integrity Marketing Group, LLC, which is an affiliated licensed insurance agency certified to sell Medicare products. Integrity Marketing Group provides the operational infrastructure and brand platform for PlanEnroll.
Scale indicators3 records
Recent moves1 record
Expansion highlights4 records
PlanEnroll competitors and assessment
Company assessmentMarket position
Strengths4 records
Weaknesses5 records
Competitive moat2 records
Customer concentration
PlanEnroll social profiles
Digital presencePlanEnroll financial estimates
Financial estimateRevenue estimate
Valuation estimate
PlanEnroll leadership team
Management profileNumber of profiles
PlanEnroll funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
PlanEnroll 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 PlanEnroll
What does PlanEnroll do?
PlanEnroll is an online insurance brokerage platform that aggregates Medicare Advantage, Medicare Supplement (Medigap), Medicare Part D, term life, whole life, final expense, indexed universal life (IUL), health insurance, and annuity products from multiple carrier partners. Consumers can shop, compare, and enroll in coverage online or by phone with guidance from a national network of licensed insurance agents. The service is free to consumers, with PlanEnroll compensated through carrier commissions.
Is PlanEnroll a public or private company?
PlanEnroll is a private company. It is classified as corporate owned and is currently operating.
When was PlanEnroll founded?
PlanEnroll was founded in -1. It employs 1 to 10 people.
Where is PlanEnroll based?
PlanEnroll is headquartered in Dallas, United States, in the North America region.
How does PlanEnroll make money?
One revenue line is on record: insurance Carrier Commissions.
Does PlanEnroll have an API?
No public API is recorded for PlanEnroll.