Broker brief
Po Box 449, Indiana, PA 15701 · EIN 25-1368370
Plan year 2021
Groups
12
Lives under management
18,922
Direct (A)
$744,859
Additional (C)
$41,697
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 · −7.7% vs 2020Δ Lives
+947 · +5.3% vs 2020Added (2)
Dropped (3)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
No similar-placement peers in this year.
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Broker tenure · Comp % outside peer band
Reported premium moved · Broker tenure · Comp % outside peer band
Named parties removed · Reported premium moved · Comp % outside peer band
Carriers added · Carriers removed · Broker tenure · Comp % outside peer band
Broker tenure
Named parties removed · Reported premium moved
Reported premium moved · Broker tenure · Comp % outside peer band
Named parties removed
Reported premium moved · Broker tenure · Comp % outside peer band
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Carriers added · Carriers removed · Reported premium moved · Broker tenure
Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved