Broker brief
899 Cassatt Road, Berwyn, PA 19312 · EIN 23-3021992
Plan year 2023
Groups
109
Lives under management
29,679
Direct (A)
$3,264,259
Additional (C)
$60,145
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
+20 · +22.5% vs 2022Δ Lives
+5,675 · +23.6% vs 2022Added (52)
Dropped (32)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Lower Schedule A $/life vs this broker
Lower Schedule C $/life vs this broker
Lower Schedule A / Schedule C $/life vs this broker
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
Carriers added
Named parties added · Reported premium moved
Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved · 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 · Covered lives moved · Comp % outside peer band
Named parties removed · Reported premium moved · Comp % outside peer band
Coverage added in the last 2 years · Carriers added · Covered lives moved
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Comp % outside peer band
Named parties added · Carriers added · Carriers removed · Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Named parties added · Reported premium moved · Comp % outside peer band
Named parties added · Covered lives moved
Coverage removed in the last 2 years · Carriers added · Carriers removed · 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 · Reported premium moved · Comp % outside peer band
Named parties added · Named parties removed · Coverage removed in the last 2 years · Reported premium moved · Comp % outside peer band
Named parties added
Named parties added · Named parties removed · Coverage removed in the last 2 years · Carriers added · Covered lives moved · Reported premium moved
Named parties added · Carriers added · Comp % outside peer band
Named parties added · Named parties removed · 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 · Reported premium moved · Comp % outside peer band
Named parties added · Named parties removed · Comp % outside peer band
Named parties added · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Coverage removed in the last 2 years · Comp % outside peer band
Named parties removed · 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
Named parties added · Named parties removed · Carriers added · Carriers removed · Reported premium moved
Named parties added · Reported premium moved
Named parties added · Comp % outside peer band
Named parties removed · Reported premium moved
Named parties added · Named parties removed · Carriers added · Carriers removed
Named parties added · Coverage added in the last 2 years · Carriers added · Reported premium moved · Comp % outside peer band
Named parties added · Reported premium moved · Comp % outside peer band
Named parties added · Reported premium moved
Named parties added · 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 · Reported premium moved · Comp % outside peer band
Named parties added · Carriers removed · Covered lives moved · 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 · Covered lives moved · Reported premium moved
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Named parties added · Named parties removed · Carriers added · Carriers removed · Broker tenure
Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Named parties removed · Carriers added · 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 · Covered lives moved · Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Carriers added
Named parties added · Named parties removed
Coverage added in the last 2 years · Coverage removed in the last 2 years · Reported premium moved · 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 · Covered lives moved · Comp % outside peer band
Named parties removed · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed
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 removed in the last 2 years · Carriers removed
Comp % outside peer band
Named parties added · Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Named parties added · Named parties removed · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Named parties added · Coverage removed in the last 2 years · Carriers removed · Covered lives moved · Reported premium moved
Coverage added in the last 2 years · Reported premium moved
Named parties added · Carriers added · Reported premium moved
Named parties added · Coverage added in the last 2 years · Reported premium moved · Comp % outside peer band
Named parties added · Named parties removed · Carriers added · Carriers removed · Comp % outside peer band
Named parties added · Named parties removed · Covered lives moved · Reported premium moved · 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 · Broker tenure
Named parties added · Coverage removed in the last 2 years
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed
Named parties added · Carriers removed · Reported premium moved
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed
Named parties added · Named parties removed · Carriers added · Carriers removed · Covered lives moved · Comp % outside peer band
Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Named parties added · Named parties removed · Reported premium moved
Named parties added · Coverage removed in the last 2 years · Carriers removed
Named parties removed · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Named parties added · Comp % outside peer band
Named parties added · Named parties removed · Carriers added · Carriers removed · Covered lives moved
Named parties added
Named parties added · Named parties removed · Reported premium moved · Comp % outside peer band
Named parties added
Named parties added · Carriers added · Carriers removed · Covered lives moved
Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed · 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
Coverage added in the last 2 years · Comp % outside peer band
Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Named parties added · Named parties removed · Carriers added · Reported premium moved · Comp % outside peer band
Named parties added · Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Coverage added in the last 2 years · Carriers added · Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Carriers added · Covered lives moved · Reported premium moved
Named parties added · Named parties removed · Carriers added · Carriers removed · 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 · Carriers added · Covered lives moved · Reported premium moved
Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Named parties added · Carriers added · Carriers removed · Comp % outside peer band
Named parties added · Named parties removed · Carriers removed · Reported premium moved
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 · Covered lives moved · Reported premium moved · Comp % outside peer band
Reported premium moved
Reported premium moved · 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 · 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 · 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 · Comp % outside peer band
Named parties added · Covered lives moved · Reported premium moved
Named parties added · Coverage added in the last 2 years · Carriers added
Named parties added · Named parties removed · Carriers added · Carriers removed · Covered lives moved · Comp % outside peer band
Comp % outside peer band