Broker brief
3537 W 12th St, Erie, PA 16505 · EIN 25-1300138
Plan year 2024
Groups
11
Lives under management
1,832
Direct (A)
$98,192
Additional (C)
$26,760
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 · −21.4% vs 2023Δ Lives
−1,009 · −35.5% vs 2023Added (1)
Dropped (4)
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
Lower Schedule C $/life vs this broker
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
Broker tenure · Comp % outside peer band
Broker tenure · 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
Broker tenure
Named parties added · Named parties removed · Covered lives moved
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 · Covered lives moved · Reported premium moved · Broker tenure · Comp % outside peer band
Broker tenure · Comp % outside peer band
Coverage added in the last 2 years · Coverage removed in the last 2 years · Covered lives moved
Carriers removed
Reported premium moved · Broker tenure · Comp % outside peer band