Broker brief
Po Box 593, Hollidaysburg, PA 16648 · EIN 25-1301205
Plan year 2023
Groups
50
Lives under management
12,323
Direct (A)
$519,669
Additional (C)
$670,521
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
No change vs 2022Δ Lives
+2,406 · +24.3% vs 2022Added (8)
Dropped (8)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
Named parties added · Named parties removed · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Comp % outside peer band
Named parties removed · Carriers added · Reported premium 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 · Reported premium moved · Comp % outside peer band
Carriers added · Carriers removed · Broker tenure
Comp % outside peer band
Broker tenure
Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed
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 · Broker tenure
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Named parties removed · Carriers added · Carriers removed · Broker tenure
Broker tenure · Comp % outside peer band
Coverage added in the last 2 years · Carriers added · Broker tenure
Carriers added · Carriers removed · Broker tenure
Named parties added · Named parties removed
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 · Reported premium moved · Broker tenure
Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Carriers removed · Reported premium moved · Broker tenure · Comp % outside peer band
Named parties added
Named parties removed · Carriers added · Carriers removed · Broker tenure
Carriers added · Carriers removed · Reported premium moved · Broker tenure · Comp % outside peer band
Carriers 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 · Covered lives 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
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 · Coverage added in the last 2 years · Carriers added · 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 · Covered lives moved · Reported premium moved · Comp % outside peer band
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 · Comp % outside peer band
Coverage added in the last 2 years · Reported premium moved · Comp % outside peer band
Named parties removed
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 · Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Named parties removed · Coverage added in the last 2 years · Reported premium moved · Comp % outside peer band
Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Broker tenure
Named parties added · Coverage added in the last 2 years · Carriers added
Coverage added in the last 2 years · Covered lives moved · Reported premium moved · 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
Broker tenure
Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Comp % outside peer band
Coverage removed in the last 2 years
Broker tenure
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
Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed