Broker brief
417 Walnut Street, Harrisburg, PA 17101 · EIN 25-1784573
Plan year 2021
Groups
45
Lives under management
6,518
Direct (A)
$138,076
Additional (C)
$431,901
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
+1 · +2.3% vs 2020Δ Lives
+430 · +7.1% vs 2020Added (5)
Dropped (4)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Lower Schedule C $/life vs this broker
Lower Schedule C $/life vs this broker
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
Broker tenure · Comp % outside peer band
Reported premium moved · Broker tenure · Comp % outside peer band
Named parties removed · Covered lives moved · Reported premium moved · Broker tenure · Comp % outside peer band
Named parties removed · Covered lives moved · Broker tenure
Named parties added · Reported premium moved
Named parties added · Broker tenure
Covered lives moved · Reported premium moved · Broker tenure
Covered lives moved · Reported premium moved · Broker tenure · Comp % outside peer band
Reported premium moved · Broker tenure
Named parties removed · Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Covered lives moved · Reported premium moved · Broker tenure
Covered lives moved · 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 · Reported premium moved · Comp % outside peer band
Named parties added · Reported premium moved · Comp % outside peer band
Reported premium moved · Broker tenure
Named parties added · Reported premium moved
Reported premium moved · Broker tenure
Named parties removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Reported premium moved · Broker tenure
Comp % outside peer band
Named parties added · Covered lives moved · Reported premium moved
Carriers added · Carriers removed · Reported premium moved · Broker tenure · 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 · Carriers added · 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 · Reported premium moved · Comp % outside peer band
Reported premium moved · Broker tenure
Reported premium moved · Broker tenure · Comp % outside peer band
Reported premium moved · Broker tenure
Reported premium moved · Broker tenure · Comp % outside peer band
Named parties removed · Reported premium moved
Named parties added · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Broker tenure
Covered lives moved · Broker tenure
Named parties added
Broker tenure
Comp % outside peer band
Named parties added · Named parties removed · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Broker tenure
Comp % outside peer band
Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Broker tenure
Covered lives moved · Broker tenure · Comp % outside peer band
Named parties added · Carriers added · Comp % outside peer band
Broker tenure
Named parties added · Named parties removed · Reported premium moved