Broker brief
Po Box 207640, Dallas, TX 75320 · EIN 13-3954297
Plan year 2021
Groups
12
Lives under management
52,723
Direct (A)
$1,885,979
Additional (C)
$96,695
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
No change vs 2020Δ Lives
+440 · +0.8% vs 2020Added (0)
None
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
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Reported premium moved · 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 · Reported premium moved · Comp % outside peer band
Named parties removed · Coverage added in the last 2 years · Carriers added · Broker tenure · Comp % outside peer band
Covered lives moved · Reported premium moved · Broker tenure · Comp % outside peer band
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Broker tenure · Comp % outside peer band
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Broker tenure · Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Reported premium moved · Broker tenure
Broker tenure · Comp % outside peer band
Named parties removed · Reported premium moved · Broker tenure · Comp % outside peer band
Named parties added
Carriers added · Broker tenure