Broker brief

Manufacturer & Business Association

2171 West 38th Street, Erie, PA 16508 · EIN 25-0637030

Over time

Change across plan years

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

Book movement

Lancaster groups and lives vs 2020

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

• Custom Engineering Co.

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

• Corry Manufacturing Company

  Named parties added · Carriers added · Carriers removed · Comp % outside peer band

• Widget Federal Credit Union

  Reported premium moved · Broker tenure

• Allegheny Bradford Corporation

  Reported premium moved · Broker tenure · Comp % outside peer band

• Accudyn Products, Inc.

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