Broker brief

Pcf Insurance Services Of The West

105 Montgomery Avenue, Montgomeryville, PA 18936 · EIN 82-1368960

Over time

Change across plan years

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

Book movement

Lancaster groups and lives vs 2023

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.

Think differently

Similar book size, different placement mix. Descriptive only — not a recommendation.

Disruption in this book

Flagged groups

• Quaint Oak Bank

  Broker tenure

• Chant Engineering Co., Inc.

  Named parties added · Carriers added · Carriers removed · Reported premium moved

• Stream Companies Inc

  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

• Avo Photonics, Inc.

  Named parties added · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved

• Equisoft Inc.

  Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed

• Krasno & Krasno

  Reported premium moved · Broker tenure

• Jgm Fabricators & Constructors LLC

  Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers removed · Reported premium moved