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Broker brief
222 North Narberth Ave., Narberth, PA 19072 · EIN 26-4121129
Plan year 2021
Groups
8
Lives under management
2,230
Direct (A)
$71,020
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
−2 · −20.0% vs 2020Δ Lives
−5,061 · −69.4% vs 2020Added (1)
Dropped (3)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
No similar-placement peers in this year.
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
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
Carriers added · Covered lives moved · Reported premium moved · Broker tenure · Comp % outside peer band
Covered lives moved · Broker tenure
Covered lives moved · Broker tenure · Comp % outside peer band
Named parties added · Carriers added · Carriers removed · Covered lives moved
Named parties added · Named parties removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Carriers added · Reported premium moved · Broker tenure · Comp % outside peer band