SeeBITDAOklahoma

Insurance Plan Guy

  • 1140 S Lynn Riggs Blvd Ste C-D, Claremore, OK
  • Since 2023
  • NAICS 5242
Estimated valueLow confidence
$1.1M
$415Klikely range$1.7M
About 3.6× its yearly profit, typical for a company this size in its industry.
Revenue
$815K
a year
Profit (EBITDA)
$313K
38% of revenue
Employees
—
not reported
Leadership
Owner not found yet
We haven't found the owner in public records

How we got $1.1M

Based on typical figures for its industry (2022 Economic Census), not its own records.

A typical insurance agencies business in Oklahoma$815K
Revenue$815K
× 38% profit margin$313K
× 3.6 sale multiple = value$1.1M

· Own this business? Correct these figures

What we know

No PPP loan
No 401(k) filing
No reported financials
Company website
Owner not found

What they do

Insurance Plan Guy is an independent insurance agency in Claremore, Oklahoma that offers personal insurance coverages, including Medicare supplement, Medicare Advantage, prescription drug, individual life, and long term care plans. It says each client is given a dedicated team to address their concerns.

Products & services
Medicare Supplement PlansMedicare Advantage PlansPrescription Drug PlansIndividual Life InsuranceLong Term CareIndividual AnnuitiesIndividual Dental InsuranceIndividual Health InsuranceIndividual Vision Insurance
Markets served
Personal InsuranceMedicare
Service area
Claremore, OklahomaCatoosaChelseaInolaOwassoPryorOklahomaAlabama
Certifications
Licensed in Alabama, Arkansas, Arizona, Colorado, Missouri, Oklahoma and Texas

From the company's website. Industry: Insurance agencies.

Customers & suppliers

Suppliers & brands

  • BCBS · brand it sells or installs
  • CIGNA · brand it sells or installs
  • Delta Dental · brand it sells or installs
  • Humana · brand it sells or installs
  • Manhattan Life · brand it sells or installs
  • Mutual of Omaha · brand it sells or installs
  • Pacific Life · brand it sells or installs
  • Physicians Mutual · brand it sells or installs
  • United Healthcare · brand it sells or installs

Compared with similar businesses nearby

BusinessEst. revenueEst. profitDistance
Insurance Plan Guy
this business
$815K$313K—
Mark Fields Agency
Claremore
$815K$313K0.0 mi
Joe Dorsey Insurance
Claremore
$815K$313K0.4 mi
Insure Boss
Claremore
$815K$313K0.6 mi
THE SHOEMAKE AGENCY
Claremore · 4 employees
$1.0M$342K0.8 mi
Allstate Insurance: Scott Shoemake
Claremore
$815K$313K0.8 mi
Daniel Louis Nichols - 501 S Lynn Riggs Blvd
Claremore
$815K$313K0.8 mi

The full calculation

Figures are shown toward the upper part of their range rather than at its middle.

Brought up to date assuming revenue has grown 8% a year since 2020, when the PPP figures were reported; included above.

Estimated value = EBITDA × typical sale multiple$1.1M
Multiple for this size and industry3.6×
Value range$415K – $1.7M

This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Agencies, brokerages, and other insurance related activities businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (38%). Treat these as a rough guide.

Revenue range$374K – $1.0M
EBITDA range$144K – $392K
Industry (NAICS)Agencies, brokerages, and other insurance related activities (5242)

EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.

Benchmarks: US Economic Census 2022, OK. These are statistical estimates, not reported financials. Listing details come from Overture Maps open data. Full methodology

Public records

Matched to this business by name and address from public government data; a match can occasionally be wrong.

About Insurance Plan Guy

Insurance Plan Guy is an insurance agencies company in Claremore, Oklahoma, in business since 2023. Its estimated annual revenue is about $815K, with roughly $313K of EBITDA. Its estimated business value is $1.1M (likely range $415K–$1.7M).

Common questions

Who owns Insurance Plan Guy?
The owner of Insurance Plan Guy isn't in public records we've found yet. If you own or run the business, you can add or correct its details on SeeBITDA.
How much revenue does Insurance Plan Guy make?
SeeBITDA estimates Insurance Plan Guy's annual revenue at about $815K (likely between $374K and $1.0M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
What is Insurance Plan Guy worth?
About $1.1M, roughly 3.6× its estimated EBITDA of $313K, typical for a insurance agencies company its size. Likely range: $415K–$1.7M.
When was Insurance Plan Guy founded?
Insurance Plan Guy has been in business since 2023.