Broker brief
Po Box 207640, Dallas, TX 75320 · EIN 13-3954297
Plan year 2023
Groups
10
Lives under management
50,453
Direct (A)
$1,801,799
Additional (C)
$311,394
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 2022Δ Lives
−2,020 · −3.8% vs 2022Added (0)
None
Dropped (1)
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
Coverage removed in the last 2 years · Broker tenure
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 · Reported premium moved · Comp % outside peer band
Coverage added in the last 2 years · Reported premium moved · Broker tenure · Comp % outside peer band
Reported premium moved
Named parties added · Covered lives moved · Comp % outside peer band
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers removed · Reported premium moved · Comp % outside peer band
Coverage removed in the last 2 years · Carriers removed · Broker tenure · Comp % outside peer band
Named parties added · Carriers added · Carriers removed · Comp % outside peer band
Named parties removed · Carriers added · Covered lives moved · Broker tenure · Comp % outside peer band