Broker brief
100 Ottawa Ave Sw, Grand Rapids, MI 49503 · EIN 26-3554645
Plan year 2021
Groups
22
Lives under management
18,517
Direct (A)
$704,323
Additional (C)
$144,085
Over time
Pick a series. Direct (A) and Additional (C) are never summed.
Series
Book movement
Net change in this broker’s local book. Adds and drops are named employers that appeared or disappeared between plan years.
Δ Groups
+2 · +10.0% vs 2020Δ Lives
+2,792 · +17.8% vs 2020Added (6)
Dropped (4)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Lower Schedule C $/life vs this broker
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
Reported premium moved · Broker tenure
Named parties removed · Carriers removed
Named parties added · Carriers added · Carriers removed
Carriers added · Carriers removed · Broker tenure · Comp % outside peer band
Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Broker tenure · Comp % outside peer band
Named parties added · Named parties removed · Carriers added · Reported premium moved · Comp % outside peer band
Covered lives moved · Reported premium moved · Broker tenure · Comp % outside peer band
Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Comp % outside peer band
Named parties added
Carriers added · Carriers removed · Reported premium moved · Broker tenure
Named parties added · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Carriers added · Covered lives moved · Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed · Comp % outside peer band
Coverage added in the last 2 years · Carriers added · Broker tenure · Comp % outside peer band
Named parties added · Coverage removed in the last 2 years · Covered lives moved · Reported premium moved · Comp % outside peer band
Covered lives moved · Reported premium moved · Broker tenure
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Covered lives moved · Reported premium moved · Comp % outside peer band
Reported premium moved · Broker tenure
Reported premium moved · Broker tenure
Reported premium moved · Broker tenure