Broker brief
Po Box 896620, Charlotte, NC 28289 · EIN 56-1623293
Plan year 2020
Groups
35
Lives under management
31,853
Direct (A)
$1,256,175
Additional (C)
$37,514
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
+34 · +3400.0% vs 2019Δ Lives
+31,600 · +12490.1% vs 2019Added (34)
Dropped (0)
None
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Lower Schedule C $/life vs this broker
Lower Schedule A / Schedule C $/life vs this broker
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
Covered lives moved · Broker tenure
Comp % outside peer band
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Named parties added · Named parties removed · Reported premium moved · Comp % outside peer band
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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
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