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Broker brief

Epic Insurance Brokers (Central Pa)

40 Marcus Dr 3rd Fl, Melville, NY 11747 · EIN 94-3195221

Plan year 2022

Groups

Lives under management

Direct (A)

Additional (C)

$24,823

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

Net change in this broker’s local book. Adds and drops are named employers that appeared or disappeared between plan years.

Δ Groups

No prior year

Δ Lives

No prior year

Added (2)

Technivate, Inc. · 37 lives
Brandfox, LLC · 35 lives

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.

Benefit Planners Associates0% mix match · 2 groups · 60 lives

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

Lehigh Valley Benefits Group32% mix match · 2 groups · 165 lives

Admin: Geisinger Indemnity Insurance Co (50%) vs your broker’s Aetna (50%)

Coverage mix this year

No reported values in this filter.

Appears alongside

Relationships

Groups on this book in 2022

Employer	Lives
Technivate, Inc.	37
Brandfox, LLC	35

Disruption in this book

Flagged groups

Technivate, Inc.
Named parties added · Named parties removed · Carriers added · Covered lives moved

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