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Broker brief
300 Corporate Parkway, Amherst, NY 14226 · EIN 16-1264154
Plan year 2021
Groups
6
Lives under management
1,734
Direct (A)
$697,663
Additional (C)
$355,316
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 2020Δ Lives
−1,322 · −43.3% vs 2020Added (2)
Dropped (1)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
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
Named parties added · Carriers added · Carriers removed · Comp % outside peer band
Carriers added · Broker tenure
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
Named parties added · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Carriers added · Carriers removed · Covered lives moved
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