Broker brief
Po Box 976, Grove City, PA 16127 · EIN 25-1576397
Plan year 2021
Groups
19
Lives under management
6,526
Direct (A)
$1,370,231
Additional (C)
$0
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 · +11.8% vs 2020Δ Lives
+228 · +3.6% vs 2020Added (3)
Dropped (1)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Lower Schedule A $/life vs this broker
Lower Schedule A $/life vs this broker
Lower Schedule A $/life vs this broker
Lower Schedule A $/life vs this broker
Lower Schedule A $/life vs this broker
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
Carriers added · Carriers removed · Broker tenure
Named parties added · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Carriers added
Broker tenure
Broker tenure
Broker tenure · Comp % outside peer band
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Broker tenure · Comp % outside peer band
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Broker tenure
Carriers added · Carriers removed · Broker tenure
Reported premium moved · Broker tenure
Broker tenure
Reported premium moved · Broker tenure
Broker tenure
Named parties added · Named parties removed · Carriers added · Carriers removed · Reported premium moved
Carriers added · Carriers removed · Broker tenure
Named parties added · Covered lives moved · Reported premium moved · Comp % outside peer band
Comp % outside peer band
Carriers added · Carriers removed · Covered lives moved · Broker tenure · Comp % outside peer band
Reported premium moved · Broker tenure