Broker brief
125 E. Elm Street, Conshohocken, PA 19428 · EIN 20-0878127
Plan year 2020
Groups
55
Lives under management
13,239
Direct (A)
$1,374,694
Additional (C)
$675,906
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
+53 · +2650.0% vs 2019Δ Lives
+12,727 · +2485.7% vs 2019Added (53)
Dropped (0)
None
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 / Schedule C $/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
Coverage added in the last 2 years · Carriers added · Covered lives moved · Reported premium moved · Broker tenure · 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
Named parties added · Coverage added in the last 2 years · Carriers added · Reported premium moved · Comp % outside peer band
Comp % outside peer band
Comp % outside peer band
Comp % outside peer band
Comp % outside peer band
Comp % outside peer band
Comp % outside peer band
Comp % outside peer band
Comp % outside peer band
Comp % outside peer band
Comp % outside peer band
Comp % outside peer band
Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Carriers added · Covered lives moved
Comp % outside peer band