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Broker brief

Datasmart Health Solutions, Inc.

1121 E. Broadway, Suite 145, Missoula, MT 59802 · EIN 82-5250976

Plan year 2021

Groups

Lives under management

154

Direct (A)

Additional (C)

$21,433

Over time

Change across plan years

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

Series

Groups2

Book movement

Lancaster groups and lives vs 2020

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 2020

Δ Lives

+13 · +9.2% vs 2020

Added (0)

None

Dropped (0)

None

Placement peers

Similar placement

Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.

Eta Benefits, Inc.50% mix match · 4 groups · 238 lives

Lower Schedule C $/life vs this broker

Think differently

Similar book size, different placement mix. Descriptive only — not a recommendation.

Benefit Planners Associates0% mix match · 2 groups · 57 lives

Stop-loss: Companion Life (50%) vs your broker’s Everest Reinsurance Company (100%)

Coverage mix this year

No reported values in this filter.

Appears alongside

The Benecon Group, LLC2

Trustmark (Coresource, Inc.)2

Connectcare 32

Relationships

Groups on this book in 2021

Employer	Lives
Blair Gastroenterology Associates	77
Family Services Incorporated	77

Disruption in this book

Flagged groups

Blair Gastroenterology Associates
Covered lives moved · Broker tenure
Family Services Incorporated
Broker tenure

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