Unbiased Insights

Broker brief

Paragon Alliance Group, LLC

300 Harleysville Pike, Souderton, PA 18964 · EIN 23-3044062

Plan year 2023

Groups

2

Lives under management

194

Direct (A)

$23,065

Additional (C)

$0

Over time

Change across plan years

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

Series

01122021202220232024
Groups1

Book movement

Lancaster groups and lives vs 2022

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 2022

Δ Lives

−7 · −3.5% vs 2022

Added (0)

None

Dropped (0)

None

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.

Coverage mix this year

Other1
Life1

Relationships

Groups on this book in 2023

Disruption in this book

Flagged groups

  • K-Fab, Inc.

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

  • John C. W. Worsley, Jr., P.C.

    Named parties added · Named parties removed · Reported premium moved