Broker brief
Po Box 17, Newtown, PA 18940 · EIN 23-2839894
Plan year 2021
Groups
30
Lives under management
9,871
Direct (A)
$925,582
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
−1 · −3.2% vs 2020Δ Lives
−575 · −5.5% vs 2020Added (0)
None
Dropped (1)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Lower Schedule A $/life vs this broker
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
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 removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed
Named parties added · Covered lives moved · Reported premium moved
Reported premium moved · Broker tenure
Broker tenure · Comp % outside peer band
Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Broker tenure · Comp % outside peer band
Carriers removed · Reported premium moved · Broker tenure · Comp % outside peer band
Carriers added · Carriers removed · Reported premium moved · Broker tenure
Named parties added · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
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 · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Carriers added · Carriers removed · Reported premium moved · Broker tenure
Covered lives moved · Broker tenure
Coverage removed in the last 2 years · Carriers added · Carriers removed · Broker tenure · Comp % outside peer band
Carriers added · Carriers removed · Broker tenure
Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Broker tenure
Named parties removed
Named parties added · Named parties removed · Comp % outside peer band
Broker tenure
Carriers added · Broker tenure
Reported premium moved · Broker tenure · Comp % outside peer band
Carriers added · Carriers removed · Broker tenure
Broker tenure
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 · Reported premium moved · Broker tenure
Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Broker tenure
Coverage added in the last 2 years · Carriers added · Reported premium moved · Broker tenure
Named parties added · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band