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Broker brief
125 East Elm Street, Conshohocken, PA 19428 · EIN 23-2356461
Plan year 2021
Groups
19
Lives under management
2,847
Direct (A)
$129,481
Additional (C)
$606
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 · −20.8% vs 2020Δ Lives
−878 · −23.6% vs 2020Added (4)
Dropped (9)
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
Named parties added · Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Comp % outside peer band
Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Broker tenure · Comp % outside peer band
Named parties added · Comp % outside peer band
Carriers added · Carriers removed · Covered lives moved · Broker tenure
Covered lives moved · Reported premium moved · Broker tenure · Comp % outside peer band
Reported premium moved · Broker tenure
Reported premium moved · Broker tenure
Named parties added
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed
Coverage removed in the last 2 years · Carriers removed · Reported premium moved · Broker tenure
Broker tenure
Named parties added · Coverage added in the last 2 years · Carriers added
Named parties added
Reported premium moved · Broker tenure · Comp % outside peer band
Named parties added · Named parties removed · Comp % outside peer band
Named parties added · Carriers removed · Reported premium moved · Comp % outside peer band