Broker brief
Po Box 955816, Saint Louis, MO 63195 · EIN 36-4279204
Plan year 2023
Groups
23
Lives under management
88,690
Direct (A)
$566,681
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
−3 · −11.5% vs 2022Δ Lives
+31,271 · +54.5% vs 2022Added (4)
Dropped (7)
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 removed · Coverage added in the last 2 years · Coverage removed 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 · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Named parties added · 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 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 · Comp % outside peer band
Reported premium moved · Broker tenure
Carriers added · Carriers removed · Broker tenure · Comp % outside peer band
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers removed · Reported premium moved · Comp % outside peer band
Coverage added in the last 2 years · 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 · Comp % outside peer band
Named parties removed · Carriers added · Carriers removed
Broker tenure · Comp % outside peer band
Named parties added · Named parties 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 removed · Reported premium moved · Comp % outside peer band
Named parties added · Named parties removed · Covered lives moved · Broker tenure · Comp % outside peer band
Comp % outside peer band
Broker tenure · Comp % outside peer band
Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Named parties added · Named parties removed · Reported premium moved
Named parties added · Named parties removed · Carriers added · Covered lives moved · Reported premium moved · 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
Coverage added in the last 2 years · Carriers added · Covered lives moved · Broker tenure
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Covered lives moved