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Broker brief
Po Box 17, Newtown, PA 18940 · EIN 23-2839894
Plan year 2023
Groups
33
Lives under management
13,459
Direct (A)
$1,208,191
Additional (C)
$11,808
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
+3 · +10.0% vs 2022Δ Lives
+3,136 · +30.4% vs 2022Added (5)
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 · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers removed · Broker tenure · Comp % outside peer band
Coverage removed in the last 2 years
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 · Comp % outside peer band
Named parties added
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
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
Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Named parties added · Carriers removed · Reported premium moved
Coverage removed in the last 2 years · Reported premium moved · Broker tenure
Named parties added · Covered lives moved · Reported premium moved
Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Named parties added · Named parties removed · Coverage removed in the last 2 years
Reported premium moved · Broker tenure · Comp % outside peer band
Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Broker tenure
Named parties added · Covered lives moved
Named parties removed · Coverage removed in the last 2 years · Carriers removed
Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Named parties added
Named parties added · Reported premium moved · Comp % outside peer band
Named parties added · Reported premium moved
Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Named parties added
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 · Comp % outside peer band
Named parties added · Coverage removed in the last 2 years · Carriers removed · Reported premium moved · Comp % outside peer band
Broker tenure
Named parties added
Named parties added · Reported premium moved
Named parties added · Covered lives moved · Reported premium moved
Carriers added · Carriers removed · Covered lives moved · Broker tenure
Covered lives moved · Reported premium moved · Broker tenure
Comp % outside peer band