Broker brief
Po Box 207640, Dallas, TX 75320 · EIN 13-3954297
Plan year 2022
Groups
11
Lives under management
52,473
Direct (A)
$1,719,589
Additional (C)
$278,480
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 · −8.3% vs 2021Δ Lives
−250 · −0.5% vs 2021Added (2)
Dropped (3)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Lower Schedule C $/life vs this broker
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
Carriers added · Carriers removed · Reported premium moved · Broker tenure · Comp % outside peer band
Named parties removed · Comp % outside peer band
Named parties added · Named parties removed · Carriers added · Carriers removed · Reported premium moved
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 · Coverage added in the last 2 years · Carriers added · Reported premium moved · Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Carriers removed · Reported premium 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 · 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 added · Covered lives moved · Broker tenure · Comp % outside peer band
Named parties removed · Coverage added in the last 2 years · Reported premium moved · Broker tenure · Comp % outside peer band
Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band