Broker brief
79 W Market St Ste 400, Bethlehem, PA 18018 · EIN 51-0467698
Plan year 2021
Groups
52
Lives under management
259,316
Direct (A)
$605,858
Additional (C)
$2,149,660
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
+9 · +20.9% vs 2020Δ Lives
+251,383 · +3168.8% vs 2020Added (9)
Dropped (0)
None
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
No similar-placement peers in this year.
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
Comp % outside peer band
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Covered lives moved · Reported premium moved · Comp % outside peer band
Carriers removed · Broker tenure
Covered lives moved · Broker tenure
Covered lives moved · Broker tenure · Comp % outside peer band
Coverage removed in the last 2 years · Carriers removed · Broker tenure · Comp % outside peer band
Reported premium moved · Broker tenure
Named parties added · Covered lives moved · Reported premium moved · Broker tenure
Named parties removed · Broker tenure
Named parties added · Comp % outside peer band
Broker tenure
Reported premium moved · Broker tenure
Named parties added · Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Broker tenure
Reported premium moved · Broker tenure · Comp % outside peer band
Reported premium moved · Broker tenure · Comp % outside peer band
Broker tenure
Named parties added · Named parties removed · Reported premium moved
Named parties added · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Broker tenure
Coverage removed in the last 2 years · Carriers removed · Covered lives moved · Reported premium moved · Broker tenure
Coverage added in the last 2 years · Carriers added · Covered lives moved · Broker tenure · Comp % outside peer band
Covered lives moved · Broker tenure
Reported premium moved · Broker tenure
Named parties added · Reported premium moved · Comp % outside peer band
Covered lives moved · Reported premium moved · Broker tenure · Comp % outside peer band
Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Broker tenure
Named parties added · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Broker tenure · Comp % outside peer band
Named parties added · Named parties removed
Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Broker tenure · 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 · Covered lives moved · Reported premium moved · Comp % outside peer band
Broker tenure
Named parties removed · Covered lives moved · Reported premium moved · Broker tenure
Reported premium moved · Broker tenure
Covered lives moved · Broker tenure · Comp % outside peer band
Named parties removed · Carriers added · Broker tenure
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 removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed
Broker tenure · Comp % outside peer band
Covered lives moved · Broker tenure
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
Reported premium moved · Broker tenure
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Covered lives moved · Reported premium moved
Named parties added · Named parties removed · Carriers added · Carriers removed · Reported premium moved
Named parties added · Named parties removed · Reported premium moved
Comp % outside peer band
Named parties added · Named parties removed · Carriers added · Carriers removed
Reported premium moved · Broker tenure · Comp % outside peer band
Broker tenure
Comp % outside peer band
Covered lives moved · Reported premium moved · Broker tenure · Comp % outside peer band
Reported premium moved · Broker tenure