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Broker brief
Foster Plaza Building 10 680, Pittsburgh, PW 15220 · EIN 25-1692664
Plan year 2021
Groups
39
Lives under management
7,625
Direct (A)
$354,827
Additional (C)
$384,163
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
−2 · −4.9% vs 2020Δ Lives
−1,258 · −14.2% vs 2020Added (10)
Dropped (12)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Lower Schedule C $/life vs this broker
Lower Schedule A $/life vs this broker
Lower Schedule C $/life vs this broker
Lower Schedule C $/life vs this broker
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
Coverage added in the last 2 years · Reported premium moved · Comp % outside peer band
Named parties added · Named parties removed · Covered lives moved · Reported premium moved
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 · Covered lives moved
Named parties added · Reported premium moved
Broker tenure
Named parties added · Coverage added in the last 2 years · Carriers added · Reported premium moved
Reported premium moved · Broker tenure
Coverage added in the last 2 years · Carriers added · Reported premium moved · Broker tenure · Comp % outside peer band
Covered lives moved · Broker tenure · Comp % outside peer band
Named parties added · Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Named parties added · Carriers added · Carriers removed · Reported premium moved
Named parties added · Coverage added in the last 2 years · Carriers added · Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Named parties added · Carriers added · Carriers removed · Reported premium moved
Named parties added · Named parties removed · Reported premium moved
Reported premium moved · Broker tenure
Named parties added · Coverage added in the last 2 years · Carriers added · Comp % outside peer band
Named parties removed · 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
Coverage removed in the last 2 years · Carriers removed · Reported premium moved
Broker tenure
Comp % outside peer band
Reported premium moved · Broker tenure · Comp % outside peer band
Named parties added · Named parties 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
Named parties added · Coverage added in the last 2 years · Carriers added · Comp % outside peer band
Coverage removed in the last 2 years · Carriers removed · Reported premium moved · Broker tenure · Comp % outside peer band
Named parties added · Carriers added
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Reported premium moved · Comp % outside peer band
Reported premium moved · Broker tenure
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Comp % outside peer band