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Broker brief

Babb Inc

Attn Chesters Anderson, Pittsburgh, PA 15212 · EIN 25-1102236

Plan year 2018

Groups

Lives under management

419

Direct (A)

$65,556

Additional (C)

Over time

Change across plan years

Pick a series. Direct (A) and Additional (C) are never summed.

Series

Groups2

Book movement

Lancaster groups and lives vs 2017

Net change in this broker’s local book. Adds and drops are named employers that appeared or disappeared between plan years.

Δ Groups

+1 · +100.0% vs 2017

Δ Lives

+224 · +114.9% vs 2017

Added (1)

Family Counseling Center Of Armstrong County · 198 lives

Dropped (0)

None

Placement peers

Similar placement

Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.

Usi Insurance Services (Ri)71% mix match · 3 groups · 1,059 lives

Lower Schedule A $/life vs this broker

Think differently

Similar book size, different placement mix. Descriptive only — not a recommendation.

Creative Benefits, Inc0% mix match · 3 groups · 435 lives

Medical: Capital Advantage Assurance Company (33%) vs your broker’s Highmark, Inc. (50%)

Kistler Tiffany Benefits Co0% mix match · 4 groups · 779 lives

Medical: Unitedhealthcare Insurance Company (67%) vs your broker’s Highmark, Inc. (50%)

Coverage mix this year

Medical2

Dental2

Vision2

Life1

Appears alongside

No other named parties on these groups this year.

Relationships

Groups on this book in 2018

Employer	Lives
Gallagher Home Health Services, LLC	221
Family Counseling Center Of Armstrong County	198

Disruption in this book

Flagged groups

Gallagher Home Health Services, LLC
Reported premium moved · Broker tenure · Comp % outside peer band
Family Counseling Center Of Armstrong County
Comp % outside peer band

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