Broker brief
340 Madison Avenue, New York, NY 10173 · EIN 20-1941665
Plan year 2021
Groups
9
Lives under management
7,679
Direct (A)
$878,915
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
+1 · +12.5% vs 2020Δ Lives
−258 · −3.3% vs 2020Added (2)
Dropped (1)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Lower Schedule A $/life vs this broker
Lower Schedule A $/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 · Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Reported premium moved · Broker tenure
Named parties added · Carriers added · Carriers removed · Reported premium moved
Named parties added · Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Named parties added · Covered lives moved · Reported premium moved · Comp % outside peer band
Named parties added · Named parties removed · Reported premium moved
Named parties added · Coverage removed in the last 2 years · Carriers removed
Named parties removed · Covered lives moved · Reported premium moved · Comp % outside peer band