Broker brief
501 Fairmount Ave, Suite 400, Towson, MD 21286 · EIN 95-4018229
Plan year 2021
Groups
11
Lives under management
3,608
Direct (A)
$320,814
Additional (C)
$57,646
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 · +22.2% vs 2020Δ Lives
+394 · +12.3% vs 2020Added (4)
Dropped (2)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Lower Schedule A $/life vs this broker
Lower Schedule A $/life vs this broker
Lower Schedule A $/life vs this broker
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
Named parties added · Named parties removed · Comp % outside peer band
Named parties added · Coverage removed in the last 2 years · Carriers removed · Reported premium moved
Reported premium moved · Broker tenure · Comp % outside peer band
Broker tenure
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 · Carriers removed · Reported premium moved · Comp % outside peer band
Covered lives moved · Broker tenure
Named parties added · Comp % outside peer band
Broker tenure
Named parties added · Named parties removed · Reported premium moved · Broker tenure · Comp % outside peer band
Carriers added · Carriers removed · Reported premium moved · Broker tenure · Comp % outside peer band