Broker brief
2171 West 38th Street, Erie, PA 16508 · EIN 25-0637030
Plan year 2024
Groups
6
Lives under management
775
Direct (A)
$2,389
Additional (C)
$0
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
+1 · +20.0% vs 2023Δ Lives
+146 · +23.2% vs 2023Added (1)
Dropped (0)
None
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
Coverage removed in the last 2 years · Broker tenure
Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Reported premium 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
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Named parties added · Coverage removed in the last 2 years · Carriers added · Carriers removed
Broker tenure · Comp % outside peer band