Broker brief
Po Box 449, Indiana, PA 15701 · EIN 25-1368370
Plan year 2023
Groups
18
Lives under management
20,219
Direct (A)
$891,550
Additional (C)
$40,824
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 · +5.9% vs 2022Δ Lives
+656 · +3.4% vs 2022Added (2)
Dropped (1)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Lower Schedule A $/life vs this broker
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
Named parties removed · 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 · Named parties removed · 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
Coverage removed in the last 2 years · Carriers removed · Broker tenure
Comp % outside peer band
Coverage added in the last 2 years · 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
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Comp % outside peer band
Carriers added · Carriers removed · Broker tenure · Comp % outside peer band
Named parties added · Comp % outside peer band
Named parties added · Named parties removed · Carriers removed · Reported premium moved · Comp % outside peer band
Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Broker tenure
Named parties removed · Coverage removed in the last 2 years · Carriers removed · Covered lives moved
Named parties removed · Covered lives moved
Named parties added · Covered lives moved
Broker tenure · Comp % outside peer band
Named parties added · Coverage removed in the last 2 years · Comp % outside peer band
Coverage added in the last 2 years · Coverage removed in the last 2 years · Reported premium moved · Comp % outside peer band
Coverage removed in the last 2 years · Broker tenure