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Broker brief
2850 Golf Road, Rolling Meadows, IL 60008 · EIN 36-4291971
Plan year 2018
Groups
13
Lives under management
20,652
Direct (A)
$428,805
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
+5 · +62.5% vs 2017Δ Lives
+10,922 · +112.3% vs 2017Added (6)
Dropped (1)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
No similar-placement peers in this year.
Similar book size, different placement mix. Descriptive only — not a recommendation.
No similar-sized Lancaster books with a clear carrier/admin difference in this year.
Relationships
Disruption in this book
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed
Carriers added · Carriers removed · Covered lives moved · 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
Named parties added · Named parties removed · Carriers added · Carriers removed · 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 · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed
Broker tenure
Comp % outside peer band
Comp % outside peer band
Comp % outside peer band