Broker brief
100 Ottawa Ave Sw, Grand Rapids, MI 49503 · EIN 26-3554645
Plan year 2023
Groups
40
Lives under management
64,247
Direct (A)
$1,085,012
Additional (C)
$110,494
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
+7 · +21.2% vs 2022Δ Lives
+21,652 · +50.8% vs 2022Added (10)
Dropped (3)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Lower Schedule C $/life vs this broker
Lower Schedule A / Schedule C $/life vs this broker
Lower Schedule C $/life vs this broker
Lower Schedule C $/life vs this broker
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Coverage added in the last 2 years · Broker tenure · Comp % outside peer band
Named parties added · Covered lives moved · Reported premium moved
Named parties added
Named parties added · Named parties removed · Covered lives moved · Reported premium moved
Named parties added · Named parties removed · Coverage removed in the last 2 years
Named parties removed · Coverage added in the last 2 years · Reported premium moved · Comp % outside peer band
Comp % outside peer band
Named parties added · Named parties removed · Coverage added 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 · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Named parties added · Covered lives moved · Reported premium moved
Named parties added · Reported premium moved · Comp % outside peer band
Broker tenure
Named parties added · Named parties removed · Carriers added · Carriers removed · Reported premium moved
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers removed · Reported premium moved
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
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
Broker tenure
Named parties added · Named parties removed · Carriers added · Carriers removed · Comp % outside peer band
Named parties added · Named parties removed · Coverage added 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 · Coverage removed in the last 2 years · Carriers added · Reported premium moved
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Named parties added · Named parties removed · Covered lives moved · Comp % outside peer band
Named parties added · Named parties removed · Covered lives moved · 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 · Covered lives moved
Named parties added · Named parties removed · Covered lives moved · 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 · Comp % outside peer band
Named parties added · Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Named parties removed · Carriers added · Carriers removed · Reported premium moved
Named parties added · Named parties removed · Carriers removed · Reported premium moved
Named parties added
Named parties added · Carriers added · Broker tenure
Named parties added · Named parties removed · Reported premium moved · Comp % outside peer band
Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Reported premium moved
Named parties added · Named parties removed · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Comp % outside peer band