Broker brief

Loesel-Schaaf Insurance

3537 W 12th St, Erie, PA 16505 · EIN 25-1300138

Over time

Change across plan years

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

Book movement

Lancaster groups and lives vs 2021

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

• Betts Industries

  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

• Sarah A Reed Retirement Center

  Named parties added · Carriers added · Carriers removed · Reported premium moved

• Phb, Inc.

  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

• St Marys Home Of Erie

  Coverage removed in the last 2 years · Covered lives moved · Reported premium moved · Broker tenure · Comp % outside peer band

• Allegheny Bradford Corporation

  Broker tenure · Comp % outside peer band

• Herkules North America Corporation

  Broker tenure

• Corry Manufacturing Company

  Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed · Comp % outside peer band

• Hcc/Kpm, LLC

  Carriers added · Carriers removed · Reported premium moved · Broker tenure · Comp % outside peer band

• Accudyn Products, Inc.

  Named parties removed · Reported premium moved

• Erie Homes For Children And Adults

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

• Erie Indemnity Company

  Named parties added · Coverage added in the last 2 years · Carriers removed · Reported premium moved · Broker tenure

• Family Services Of Nw Pa

  Carriers added · Carriers removed · Covered lives moved · Broker tenure · Comp % outside peer band

• Diversified Coatings, Inc. DBA Allegheny Coatings

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

• Lifeservices Management Corp

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