Broker brief
701 B Street, San Diego, CA 92101 · EIN 33-0785439
Plan year 2021
Groups
66
Lives under management
92,653
Direct (A)
$4,993,807
Additional (C)
$232,936
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
+5 · +8.2% vs 2020Δ Lives
−2,022 · −2.1% vs 2020Added (16)
Dropped (11)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Lower Schedule A / Schedule C $/life vs this broker
Lower Schedule A $/life vs this broker
Lower Schedule A / 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 removed in the last 2 years · Carriers removed · Broker tenure
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed
Broker tenure · Comp % outside peer band
Broker tenure · Comp % outside peer band
Named parties added · Named parties removed · Carriers added · Carriers removed · Reported premium moved
Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Coverage removed in the last 2 years · Carriers removed · Covered lives moved · Broker tenure · Comp % outside peer band
Named parties added · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Reported premium moved · Broker tenure
Named parties removed · Carriers removed · Reported premium moved · Comp % outside peer band
Carriers removed · 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 · Reported premium moved
Coverage removed in the last 2 years · Carriers removed · Reported premium moved · Broker tenure · Comp % outside peer band
Coverage removed in the last 2 years · Carriers removed · Covered lives moved · Broker tenure
Reported premium moved · Broker tenure
Named parties added · Named parties removed · Reported premium moved
Comp % outside peer band
Named parties added · Named parties removed · Covered lives moved · Reported premium moved
Named parties removed · Carriers 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 · Broker tenure
Named parties removed · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Broker tenure
Named parties removed · Coverage removed in the last 2 years · Carriers removed · Reported premium moved
Broker tenure · Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Covered lives moved · Reported premium moved · 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 · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Covered lives moved · Reported premium moved · Broker tenure
Coverage removed in the last 2 years · Carriers added · Carriers removed · 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
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 · Reported premium moved
Carriers added · Carriers removed · Reported premium moved · Broker tenure
Named parties added · Named parties removed · Coverage removed in the last 2 years · Carriers removed · Covered lives moved · Reported premium moved
Named parties added · Named parties removed · Carriers added · Covered lives moved · Comp % outside peer band
Reported premium moved · Broker tenure
Named parties added · Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed
Named parties added · Named parties removed · 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
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added
Broker tenure
Named parties removed · 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
Named parties added · Named parties removed
Broker tenure
Covered lives moved · Broker tenure
Named parties added · 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 added · Named parties removed · Covered lives moved
Carriers added · Carriers removed · Reported premium moved · Broker tenure
Named parties 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 · Reported premium moved · Comp % outside peer band
Coverage added in the last 2 years · Carriers added · Reported premium moved · Broker tenure
Named parties removed
Named parties added · Coverage added in the last 2 years · Carriers added · Reported premium moved
Comp % outside peer band
Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Named parties removed · Covered lives moved
Reported premium moved · Broker tenure
Named parties removed · Reported premium moved
Named parties added · Named parties removed · Reported premium moved
Broker tenure
Coverage removed in the last 2 years · Carriers removed · Covered lives moved · Broker tenure
Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed