Broker brief
Po Box 21545, Eagan, MN 55121 · EIN 23-2521508
Plan year 2024
Groups
41
Lives under management
14,511
Direct (A)
$178,577
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
−4 · −8.9% vs 2023Δ Lives
+1,453 · +11.1% vs 2023Added (8)
Dropped (12)
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 · Carriers added · Covered lives moved · Comp % outside peer band
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Named parties added · Named parties removed · Coverage added in the last 2 years
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Covered lives moved
Coverage added in the last 2 years · Coverage removed in the last 2 years
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Reported premium moved · Comp % outside peer band
Named parties added · Named parties removed · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Named parties added · Named parties removed · Carriers added · Carriers 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
Broker tenure
Covered lives moved · Reported premium moved · Broker tenure · Comp % outside peer band
Named parties added · Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Reported premium moved · Comp % outside peer band
Named parties removed
Named parties added · Reported premium moved
Named parties removed · 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 · Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Named parties added
Named parties removed · Coverage added in the last 2 years · 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 · Reported premium moved
Named parties added · Named parties removed · Carriers added · 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 · Reported premium moved · Comp % outside peer band
Named parties added · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Named parties removed · Coverage added in the last 2 years · Carriers added · Reported premium moved
Reported premium moved
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Broker tenure
Named parties removed · Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Carriers added · Reported premium 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 · Covered lives moved · Reported premium moved · Comp % outside peer band
Coverage added in the last 2 years · Carriers added · Reported premium moved · Comp % outside peer band
Named parties 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 · Reported premium moved
Named parties removed
Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Reported premium moved · Comp % outside peer band
Named parties added · Named parties removed · Covered lives moved · Reported premium moved