Broker brief
501 Fairmount Ave, Suite 400, Towson, MD 21286 · EIN 95-4018229
Plan year 2022
Groups
12
Lives under management
3,356
Direct (A)
$243,977
Additional (C)
$80,426
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 · +9.1% vs 2021Δ Lives
−252 · −7.0% vs 2021Added (4)
Dropped (3)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Lower Schedule A / Schedule C $/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 removed · Carriers added
Comp % outside peer band
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Covered lives moved
Carriers added · Carriers removed · Covered lives moved · Comp % outside peer band
Named parties added · Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved
Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved
Coverage removed in the last 2 years · Carriers removed · Broker tenure
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Broker tenure
Comp % outside peer band
Named parties added · Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Comp % outside peer band
Coverage added in the last 2 years · Comp % outside peer band