Unbiased Insights

Broker brief

Capstone Insurance

8 Springhouse Innov Pk, Suite 202, Lower Gwynedd, PA 19002 · EIN 23-2557346

Plan year 2024

Groups

1

Lives under management

172

Direct (A)

$2,025

Additional (C)

$0

Over time

Change across plan years

Pick a series. Direct (A) and Additional (C) are never summed.

Series

0112202020232024
Groups1

Book movement

Lancaster groups and lives vs 2023

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 2023

Δ Lives

+107 · +164.6% vs 2023

Added (0)

None

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

Relationships

Groups on this book in 2024

EmployerLives
365 Health Services, LLC172

Disruption in this book

Flagged groups

  • 365 Health Services, LLC

    Named parties added · Named parties removed · Carriers added · Covered lives moved · Reported premium moved