Broker brief
Po Box 449, Indiana, PA 15701 · EIN 25-1368370
Plan year 2022
Groups
17
Lives under management
19,563
Direct (A)
$801,919
Additional (C)
$41,916
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
+5 · +41.7% vs 2021Δ Lives
+641 · +3.4% vs 2021Added (5)
Dropped (0)
None
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Lower Schedule C $/life vs this broker
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
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 added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Covered lives moved · Reported premium moved · Broker tenure
Named parties added · Named parties removed · Carriers added · Carriers removed · Reported premium moved
Comp % outside peer band
Reported premium moved
Named parties added
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
Named parties added · Named parties removed · Reported premium moved · Comp % outside peer band
Named parties added · Named parties removed · Reported premium moved · Comp % outside peer band
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
Comp % outside peer band
Covered lives moved · 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 · Covered lives moved · Reported premium moved · Comp % outside peer band
Named parties added · Named parties removed · Reported premium moved
Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Broker tenure