Broker brief

Hubbard Bert Karle Weber, Inc.

1250 Towerlane, Erie, PA 16505 · EIN 25-1185026

Over time

Change across plan years

Pick a series. Direct (A) and Additional (C) are never summed.

Book movement

Lancaster groups and lives vs 2020

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

Placement peers

Similar placement

Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.

Think differently

Similar book size, different placement mix. Descriptive only — not a recommendation.

Disruption in this book

Flagged groups

• Children'S Home Of Bradford

  Named parties added · Named parties removed · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band

• Greenleaf Corporation

  Named parties added · Carriers added · Carriers removed · Broker tenure

• United Refining Company

  Named parties added · Coverage added in the last 2 years · Carriers added