Broker brief
Po Box 593, Hollidaysburg, PA 16648 · EIN 25-1301205
Plan year 2022
Groups
50
Lives under management
9,917
Direct (A)
$444,142
Additional (C)
$748,018
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
+14 · +38.9% vs 2021Δ Lives
−502 · −4.8% vs 2021Added (16)
Dropped (2)
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
Reported premium moved · Broker tenure · Comp % outside peer band
Broker tenure · Comp % outside peer band
Coverage removed in the last 2 years · Broker tenure
Covered lives moved · Broker tenure
Named parties added · Coverage added in the last 2 years · Carriers added · Reported premium moved
Broker tenure
Named parties added
Broker tenure
Reported premium moved · Broker tenure · Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Carriers removed · Covered lives 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
Carriers added · Carriers removed · Broker tenure
Named parties removed
Carriers added · Carriers removed · Reported premium moved · Broker tenure
Named parties removed · Reported premium moved
Named parties added · Carriers added · Carriers 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 · Covered lives moved · 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
Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed · Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Reported premium moved
Coverage added in the last 2 years
Covered lives moved · Reported premium moved · Broker tenure
Broker tenure
Covered lives moved · Broker tenure
Named parties added · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Coverage added in the last 2 years · Carriers added · Carriers removed · Broker tenure
Covered lives moved · Reported premium moved · Broker tenure · Comp % outside peer band
Named parties added · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Comp % outside peer band
Covered lives moved · Broker tenure
Covered lives moved · Reported premium moved · Broker tenure
Named parties removed
Named parties added · Carriers added · Reported premium moved
Broker tenure
Reported premium moved · Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Carriers added · Comp % outside peer band
Named parties added · Named parties removed · Reported premium moved
Named parties added · Coverage added in the last 2 years · Carriers added · 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
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
Named parties added · Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Named parties added · Named parties removed · Covered lives moved
Named parties added · Coverage added 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 · Covered lives moved · Reported premium moved · Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Carriers added
Named parties added · Coverage added in the last 2 years · Carriers added