Broker brief
Capstone Insurance
8 Springhouse Innov Pk, Suite 202, Lower Gwynedd, PA 19002 · EIN 23-2557346
Plan year 2020
Groups
2
Lives under management
514
Direct (A)
$137,333
Additional (C)
$0
Over time
Change across plan years
Pick a series. Direct (A) and Additional (C) are never summed.
Series
Groups1
Book movement
Lancaster groups and lives
Net change in this broker’s local book. Adds and drops are named employers that appeared or disappeared between plan years.
Δ Groups
No prior yearΔ Lives
No prior yearAdded (2)
- Integrichain, Inc. · 371 lives
- Allied Mortgage Group, Inc. · 143 lives
Dropped (0)
None
Placement peers
Similar placement
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
No similar-placement peers in this year.
Think differently
Similar book size, different placement mix. Descriptive only — not a recommendation.
No similar-sized Lancaster books with a clear carrier/admin difference in this year.
Coverage mix this year
Medical1
Dental1
Appears alongside
Relationships
Groups on this book in 2020
| Employer | Lives |
|---|---|
| Integrichain, Inc. | 371 |
| Allied Mortgage Group, Inc. | 143 |