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Broker brief
Po Box 955816, Saint Louis, MO 63195 · EIN 36-4279204
Plan year 2022
Groups
26
Lives under management
57,419
Direct (A)
$893,968
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
−1 · −3.7% vs 2021Δ Lives
+11,811 · +25.9% vs 2021Added (7)
Dropped (8)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Lower Schedule A $/life vs this broker
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
Broker tenure · Comp % outside peer band
Covered lives moved · Reported premium moved · Broker tenure
Named parties added · Coverage removed in the last 2 years · 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 · Covered lives moved · 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
Named parties added · Named parties removed · Reported premium moved
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 · 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 · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Carriers removed · Broker tenure · Comp % outside peer band
Broker tenure
Named parties added · Coverage added 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 · Coverage removed 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 · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Named parties added · Named parties removed · Coverage removed in the last 2 years · Covered lives moved · Reported premium moved
Named parties added · Reported premium moved · Comp % outside peer band
Broker tenure
Named parties added · Coverage added in the last 2 years · Carriers added
Broker tenure · Comp % outside peer band
Broker tenure · Comp % outside peer band
Covered lives moved
Named parties removed · Carriers added · Carriers removed · Reported premium moved
Named parties added · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Reported premium moved · Comp % outside peer band
Carriers added · Reported premium moved