About us

PlanDesign Services, Inc. is your one-stop resource for all your employee benefit needs. We understand that every company is unique, and our employee benefit solutions are customized to cost-effectively meet
your business philosophy and benefit objectives.

Since 1990, we have helped hundreds of clients in all areas of group medical, dental, life and disability insurance plans, as well as 401k retirement plans and individual term life and health insurance.

Today, we have full-time support specialists, on-going relationships with numerous local and national insurance carriers (
click here for a list of our providers) and a client retention rate in excess of 93 percent. We continue to hold true to our original vision of providing clients excellent products and exceptional service.

"Our goal is to retain our clients by providing excellent products and exceptional service."

PlanDesign Services is a privately-owned, independent brokerage firm headquartered in Charlotte, NC. To obtain an obligation-free quote, click here.

 
     
  

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