Broker brief
Po Box 896620, Charlotte, NC 28289 · EIN 56-1623293
Plan year 2022
Groups
34
Lives under management
32,434
Direct (A)
$1,316,157
Additional (C)
$113,185
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 · −2.9% vs 2021Δ Lives
+3,941 · +13.8% vs 2021Added (8)
Dropped (9)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Lower Schedule A / Schedule C $/life vs this broker
Lower Schedule C $/life vs this broker
Lower Schedule A $/life vs this broker
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
Named parties added · Coverage added in the last 2 years · Carriers added · Reported premium moved
Reported premium moved · Broker tenure · 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 · Covered lives moved · Reported premium moved · Comp % outside peer band
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Broker tenure · Comp % outside peer band
Reported premium moved · Broker tenure
Carriers added · Carriers removed · Broker tenure · Comp % outside peer band
Comp % outside peer band
Coverage added in the last 2 years · Carriers added · Broker tenure
Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Named parties added · Named parties removed · 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 · Covered lives moved · 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 removed in the last 2 years · Comp % outside peer band
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 · Reported premium moved
Named parties added · Named parties removed · Carriers added · Carriers removed · Reported premium moved
Carriers added · Covered lives moved · Reported premium moved · Comp % outside peer band
Named parties added · Carriers added · Comp % outside peer band
Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Carriers added
Coverage added in the last 2 years · Carriers added · Carriers removed · Broker tenure
Comp % outside peer band
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
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 removed · Coverage removed in the last 2 years · Carriers removed · Reported premium moved
Coverage removed in the last 2 years
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Covered lives moved
Named parties removed · Coverage removed in the last 2 years · Covered lives moved · Reported premium moved · Comp % outside peer band
Named parties added · 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 · Covered lives moved · Comp % outside peer band
Reported premium moved · Broker tenure