Broker brief
3700 Colonnade Parkway, Suite 600, Birmingham, AL 35243 · EIN 63-1157085
Plan year 2020
Groups
4
Lives under management
1,417
Direct (A)
$14,547
Additional (C)
$0
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
+3 · +300.0% vs 2018Δ Lives
+1,112 · +364.6% vs 2018Added (3)
Dropped (0)
None
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
Comp % outside peer band
Comp % outside peer band
Comp % outside peer band
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band