Broker brief
1000 Midlantic Drive - Suite 100, Mount Laurel, NJ 08054 · EIN 06-1750191
Plan year 2023
Groups
4
Lives under management
3,072
Direct (A)
$164,948
Additional (C)
$147,145
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
+1 · +33.3% vs 2022Δ Lives
+211 · +7.4% vs 2022Added (1)
Dropped (0)
None
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
No similar-placement peers in this year.
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
Named parties added · Named parties removed · Broker tenure
Named parties removed · Reported premium moved · Broker tenure
Comp % outside peer band
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Reported premium moved