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Broker brief
340 Madison Avenue, New York, NY 10173 · EIN 20-1941665
Plan year 2023
Groups
11
Lives under management
17,791
Direct (A)
$1,165,568
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
No change vs 2022Δ Lives
+8,092 · +83.4% vs 2022Added (2)
Dropped (2)
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
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
Carriers added · Carriers removed · Reported premium moved · Broker tenure
Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Broker tenure · 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
Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Broker tenure
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Reported premium moved · Comp % outside peer band
Named parties removed · Covered lives moved · Reported premium moved
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed
Named parties added · Reported premium moved · Broker tenure
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