Broker brief

Simkiss & Block

An Alera Group Agency, LLC, Berwyn, PA 19312 · EIN 23-1652791

Over time

Change across plan years

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

Book movement

Lancaster groups and lives vs 2024

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

• Alloy Surfaces

  Reported premium moved · Broker tenure

• Severegn Management, LLC

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

• Police And Fire Federal Credit Union

  Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed

• Surgent Mccoy Cpe, LLC

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

• Elliott-Lewis Corporation

  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