Broker brief
682 North Brookside Rd Ste 100, Allentown, PA 18106 · EIN 20-2277261
Plan year 2022
Groups
11
Lives under management
2,002
Direct (A)
$108,722
Additional (C)
$195,042
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
+4 · +57.1% vs 2021Δ Lives
+349 · +21.1% vs 2021Added (4)
Dropped (0)
None
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
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
Named parties added · Reported premium moved · Broker tenure
Broker tenure
Comp % outside peer band
Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added
Named parties added · Named parties removed · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Reported premium moved · Broker tenure
Covered lives moved · Reported premium moved · Broker tenure · Comp % outside peer band
Reported premium moved · Broker tenure
Comp % outside peer band