Broker brief

Navigation Benefits LLC

222 North Narberth Ave., Narberth, PA 19072 · EIN 26-4121129

Over time

Change across plan years

Pick a series. Direct (A) and Additional (C) are never summed.

Book movement

Lancaster groups and lives vs 2021

Net change in this broker’s local book. Adds and drops are named employers that appeared or disappeared between plan years.

Placement peers

Similar placement

Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.

No similar-placement peers in this year.

Think differently

Similar book size, different placement mix. Descriptive only — not a recommendation.

No similar-sized Lancaster books with a clear carrier/admin difference in this year.

Disruption in this book

Flagged groups

• Public Health Management Corporation

  Broker tenure · Comp % outside peer band

• Affordable Home Care, LLC.

  Named parties added · Named parties removed · Coverage added in the last 2 years · Covered lives moved · Reported premium moved · Comp % outside peer band

• Davetta Care LLC

  Named parties added · Coverage added in the last 2 years · Carriers added · Covered lives moved · Reported premium moved · Comp % outside peer band

• Countrywide Home Care Inc.

  Named parties added · Reported premium moved · Comp % outside peer band

• Caresify LLC

  Reported premium moved · Broker tenure · Comp % outside peer band