79B+
Sophistication Index

planenroll.com

planenroll.com
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planenroll.com operates 6 offices across FL, CA, GA & NV, backed by 16 technologies spanning 9 categories. Key investments include Salesforce for crm, Litify for case management & Amplitude for analytics. The firm has 6 office locations. Within the Retention Innovators segment (1,852 firms), planenroll.com ranks #288 and outperforms 84% of peers on technology adoption.

Market Segment View segment →
Retention Innovators 1852 firms
84.5% Percentile
#288 Rank in segment
52.3 Segment avg SI

Firms with a strong toolset supporting retention, alongside moderate awareness and engagement.

Technology Stack 16 tools detected
Analytics 7
Amplitude Cloudflare Web Analytics Crazy Egg Facebook Pixel Google Analytics Google Tag Manager Hotjar
Case Management 1
Litify
Compliance 1
CookieYes
CRM 1
Salesforce
Email Infrastructure 2
Google Workspace Microsoft 365
Email Security 1
Mimecast
Fonts 1
Font Awesome
Programming Language 1
PHP
UI Framework 1
Tailwind CSS
Tech Investment Profile vs. peer average
Analytics Advertising Intake CRM / Case SEO Email Content Platform This firmPeer avg
Gap Analysis vs. segment centroid
Analytics
ahead
Advertising
behind
Intake
behind
CRM / Case
ahead
SEO
behind
Email
behind
Content
behind
Platform
on-par
Your firm Segment avg
True Competitors by tech DNA similarity
FirmScoreSimilaritySegment
Nfp 77.5 100.0% Retention Innovators
crunchbase.com 73.0 99.4% Retention Innovators
Themedicareexchange 33.0 99.4% Conversion-Focused Firms
Legacyifs 47.5 99.4% Conversion-Focused Firms
Howard & Howard Attorneys PLLC 14.5 98.8% Awareness-Only Firms
Blackironfinancial 28.0 98.8% Conversion-Focused Firms
Earpenterprises 24.0 98.8% Conversion-Focused Firms
Needmedicareplan 28.0 98.8% Conversion-Focused Firms
Funnel Coverage 3/4 stages
Awareness
80%
Facebook Pixel · Google Analytics · Google Tag Manager
Engagement
60%
Crazy Egg · Hotjar
Conversion
0%
Retention
40%
Salesforce
2 enterprise-grade tools retention stack (Salesforce)
Technology Opportunities used by peers
WordPress
63.4% of Retention Innovators
SendGrid
26.6% of Retention Innovators
Google reCAPTCHA
23.4% of Retention Innovators
Mailchimp
20.3% of Retention Innovators
Gravity Forms
18.0% of Retention Innovators
Local Competitors same state, similar size

No comparable firms found.

Office Locations 6 offices
Headquarters
Jacksonville, FL
Rancho Cucamonga, CA
Deltona, FL
Sunrise, FL
South Fulton, GA
Paradise, NV

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