Broker brief
999 Berkshire Blvd Ste 160, Wyomissing, PA 19610 · EIN 33-1028341
Plan year 2022
Groups
57
Lives under management
9,588
Direct (A)
$776,771
Additional (C)
$1,449,213
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
+7 · +14.0% vs 2021Δ Lives
−63 · −0.7% vs 2021Added (11)
Dropped (4)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Lower Schedule A / Schedule C $/life vs this broker
Lower Schedule A / Schedule C $/life vs this broker
Lower Schedule A / Schedule C $/life vs this broker
Lower Schedule A / Schedule C $/life vs this broker
Lower Schedule A / Schedule C $/life vs this broker
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
Reported premium moved · Broker tenure
Covered lives moved · Reported premium moved · Broker tenure
Coverage added in the last 2 years · Covered lives moved · Broker tenure
Reported premium moved · Broker tenure
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers removed · Reported premium moved · Comp % outside peer band
Carriers removed · Reported premium moved · Broker tenure
Named parties added · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved
Broker tenure
Named parties added · Coverage removed in the last 2 years · Carriers added · Carriers removed
Reported premium moved · Broker tenure
Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed
Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Coverage added in the last 2 years · Carriers added · Reported premium moved · Broker tenure
Named parties added · Named parties removed · Reported premium moved
Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Covered lives moved
Coverage removed in the last 2 years · Carriers removed · Covered lives moved · Reported premium moved · Broker tenure
Covered lives moved · Reported premium moved · Comp % outside peer band
Comp % outside peer band
Named parties added · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Broker tenure · Comp % outside peer band
Named parties removed
Broker tenure · Comp % outside peer band
Named parties added · Covered lives moved · Reported premium moved · Comp % outside peer band
Reported premium moved · Broker tenure · Comp % outside peer band
Named parties added
Reported premium moved · Broker tenure
Named parties added · Coverage removed in the last 2 years · Carriers removed · Reported premium moved
Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Named parties added · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Reported premium moved · Broker tenure
Named parties added · Coverage added in the last 2 years · Carriers added · Reported premium moved · Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Carriers added · Reported premium moved · Comp % outside peer band
Coverage added in the last 2 years · Coverage removed in the last 2 years · Reported premium moved · Comp % outside peer band
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Covered lives moved · Reported premium moved · Broker tenure
Named parties added · Coverage removed in the last 2 years · Carriers removed
Carriers added · Comp % outside peer band
Named parties added · Carriers added · 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 · Covered lives moved · Reported premium moved
Named parties added · Carriers removed · Comp % outside peer band
Named parties added
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 · Reported premium moved
Named parties removed · Coverage removed in the last 2 years · Covered lives moved
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Covered lives moved
Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Comp % outside peer band
Comp % outside peer band
Carriers added · Carriers removed · Reported premium moved · Broker tenure
Coverage added in the last 2 years · Carriers added · Broker tenure · Comp % outside peer band