Broker brief

Patriot (The Safegard Group, Inc.)

100 Granite Drive, Suite 205, Media, PA 19063 · EIN 23-2755894

Over time

Change across plan years

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

Book movement

Lancaster groups and lives vs 2020

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

• Duane Morris LLP

  Named parties added · Named parties removed · Carriers added · Carriers removed · Comp % outside peer band