Broker brief

Rxbenefits, Inc.

3700 Colonnade Parkway, Suite 600, Birmingham, AL 35243 · EIN 63-1157085

Over time

Change across plan years

Pick a series. Direct (A) and Additional (C) are never summed.

Book movement

Lancaster groups and lives vs 2020

Net change in this broker’s local book. Adds and drops are named employers that appeared or disappeared between plan years.

Placement peers

Similar placement

Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.

Think differently

Similar book size, different placement mix. Descriptive only — not a recommendation.

Disruption in this book

Flagged groups

• Team Rahal Of Silver Spring

  Named parties added · Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band

• Restek Corporation

  Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Comp % outside peer band

• Orbital Engineering, Inc.

  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 · Reported premium moved · Comp % outside peer band

• Lakeshore Community Services, Inc.

  Coverage added in the last 2 years · Carriers added · Reported premium moved · Broker tenure · Comp % outside peer band