Broker brief
3700 Colonnade Parkway, Suite 600, Birmingham, AL 35243 · EIN 63-1157085
Plan year 2022
Groups
4
Lives under management
1,503
Direct (A)
$18,599
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
No change vs 2021Δ Lives
−47 · −3.0% vs 2021Added (0)
None
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
Named parties added · Named parties removed · Coverage removed in the last 2 years · Carriers removed · Reported premium moved · Comp % outside peer band
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 · Comp % outside peer band
Coverage added in the last 2 years · Coverage removed in the last 2 years · Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved