Broker brief
2850 Golf Road, Rolling Meadows, IL 60008 · EIN 36-4291971
Plan year 2020
Groups
158
Lives under management
242,422
Direct (A)
$11,819,167
Additional (C)
$216,500
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
+150 · +1875.0% vs 2019Δ Lives
+137,179 · +130.3% vs 2019Added (152)
Dropped (2)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Lower Schedule A / Schedule C $/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 · Carriers added · Carriers removed
Named parties added · Comp % outside peer band
Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Broker tenure · Comp % outside peer band
Named parties added · Named parties removed · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Comp % outside peer band
Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved
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Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Covered lives moved · Comp % outside peer band
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Coverage added in the last 2 years · Carriers added · Carriers removed · Broker tenure · Comp % outside peer band
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Reported premium moved · Broker tenure · Comp % outside peer band
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Covered lives moved · Reported premium moved · Broker tenure · Comp % outside peer band
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Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Broker tenure · Comp % outside peer band
Comp % outside peer band
Comp % outside peer band
Comp % outside peer band
Comp % outside peer band
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Comp % outside peer band
Comp % outside peer band
Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band