Plan Choice

Our Story

At PlanChoice, we've been dedicated to providing innovative employee benefit solutions for over three decades. Founded in 1988, we've built a legacy of trust and expertise, working exclusively with licensed, independent agents, brokers, and benefit specialists. Our mission is to empower businesses and individuals to make informed choices about their benefits, ensuring peace of mind and financial security for life's uncertainties.

Our Team

Our team of benefit professionals brings a collective 180 years of experience, offering bold thinking, innovative products, and industry expertise to our broker partners across America. Meet our leadership team:

• Carrie Birchfield, VP of Individual Sales: With over 20 years of experience, Carrie has been a driving force behind our individual sales strategy.
• Jennifer Bradford, Account Manager: With a strong background in account management, Jennifer has a proven track record of success in client relations.
• Ron Holmes, Manager for N. KY, OH, and S. IN: Ron brings over a decade of expertise in managing regional markets.
• Jim Russo, President: A visionary entrepreneur, Jim founded PlanChoice in 1988 and has led the company to its current success.
• Joe Russo, CFO: With over 25 years of financial experience, Joe has played a crucial role in shaping our company's financial strategy.
• Catie Sparks, VP of Group Sales: Catie has been instrumental in developing our group sales initiatives.

Our Services

We offer a comprehensive range of insurance products and services to cater to the unique needs of our clients. Our offerings include:

• Dental / Vision Insurance: Peace of mind for your clients' dental and vision needs, with coverage options from top providers like Ameritas, Delta Dental, and Spirit Dental.
• Short Term Medical Insurance: Flexible health insurance coverage for periods of transition in life, including coverage for unexpected medical expenses.
• Travel Medical Insurance: Comprehensive health and medical coverage for international travelers, ensuring they're protected against unexpected medical expenses abroad.
• Pet Insurance: Providing access to pet insurance solutions and pet discount plans, empowering pet owners to make informed choices about their furry friends' well-being.
• Short Term Disability Insurance: Offering a monthly benefit that covers monthly expenses, providing peace of mind for our clients in the event of a medical emergency.

Why Choose PlanChoice?

At PlanChoice, we pride ourselves on our:

• Expertise: 180 years of collective experience in employee benefits.
• Innovative Products: cutting-edge solutions from top providers in the industry.
• Reliability: A commitment to helping our agents and clients make informed choices.
• Customer Service: Dedicated support team available to address any queries or concerns.

Join the PlanChoice Family

Whether you're an independent agent, broker, or benefit specialist, we invite you to explore our website and discover what sets us apart. Our team is dedicated to your success and looks forward to partnering with you to offer unparalleled employee benefit solutions.