Plan Insurance
How we got $1.1M
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
What they do
PLAN Insurance is a pharmacy-led agent network in Norman, OK that helps people find Medicare plans that fit their prescriptions, doctors and budget, at no cost to the client. Its licensed agents are located inside Sooner Pharmacy.
From the company's website. Industry: Insurance agencies.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Plan Insurance this business | $806K | — |
| Shelter Insurance Norman | $806K | 0.1 mi |
| Enhanced Benefits Solutions, Llc Norman | $806K | 0.1 mi |
| Farmers Insurance - Joshua Jacks Norman | $806K | 0.1 mi |
| Ron Powell & Associates Llc Norman | $806K | 0.1 mi |
| VALLEY AGENCY, LLC Norman · 1 employees | $320K | 0.5 mi |
| Alexandria Newton Norman | $806K | 0.5 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 industry | 3.6× |
| Value range | $411K – $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 | $371K – $1.0M |
| EBITDA range | $143K – $387K |
| 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
People & advisors
Leadership
- LSLuke SettleOperations Manager · Company website · source
- BBBobbi ButlerLicensed Agent · Company website · source
From the company's own website and public filings (DOL Form 5500, IRS Form 990, SBA). Roles are as stated there and may be out of date.
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Plan Insurance
Plan Insurance is an insurance agencies company in Norman, Oklahoma, in business since 2023. It is owned by Brant Alexander. Its estimated annual revenue is about $806K, with roughly $310K of EBITDA. Its estimated business value is $1.1M (likely range $411K–$1.7M).
Common questions
- Who owns Plan Insurance?
- Plan Insurance is owned by Brant Alexander, according to public sources such as the company's website or filings.
- How much revenue does Plan Insurance make?
- SeeBITDA estimates Plan Insurance's annual revenue at about $806K (likely between $371K and $1.0M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Plan Insurance worth?
- About $1.1M, roughly 3.6× its estimated EBITDA of $310K, typical for a insurance agencies company its size. Likely range: $411K–$1.7M.
- When was Plan Insurance founded?
- Plan Insurance has been in business since 2023.