Broker brief
Po Box 21545, Eagan, MN 55121 · EIN 23-2521508
Plan year 2021
Groups
39
Lives under management
11,597
Direct (A)
$148,291
Additional (C)
$0
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 · −4.9% vs 2020Δ Lives
−759 · −6.1% vs 2020Added (6)
Dropped (8)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
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 removed · Reported premium moved
Reported premium moved · Broker tenure
Named parties removed
Carriers added · Carriers removed · Broker tenure
Named parties added · Coverage removed in the last 2 years · Carriers added · Carriers removed · Comp % outside peer band
Broker tenure · Comp % outside peer band
Covered lives moved · Reported premium moved · Broker tenure
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 · Broker tenure · Comp % outside peer band
Broker tenure · Comp % outside peer band
Reported premium moved · Broker tenure · Comp % outside peer band
Named parties removed
Coverage removed in the last 2 years · Carriers removed · Broker tenure
Broker tenure
Named parties added · Named parties removed · Coverage removed in the last 2 years · Carriers removed
Covered lives moved · Broker tenure · Comp % outside peer band
Carriers added · Covered lives moved · Reported premium moved · Broker tenure
Carriers added · Covered lives moved · Broker tenure
Named parties added · Carriers added
Named parties removed · Reported premium moved · Comp % outside peer band
Broker tenure
Broker tenure
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Covered lives moved · Reported premium moved
Named parties added · Named parties removed · Reported premium moved · Comp % outside peer band
Named parties added
Named parties added · Covered lives moved · Reported premium moved
Covered lives moved · Broker tenure
Named parties added · Named parties removed · Carriers added · Carriers removed · Covered lives moved · Comp % outside peer band
Coverage removed in the last 2 years · 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 · Broker tenure
Broker tenure
Named parties added · Named parties removed · Carriers added · Reported premium moved
Named parties added · Named parties removed · 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 · Covered lives moved · Reported premium moved · Comp % outside peer band