Broker brief
An Alera Group Agency, LLC, Berwyn, PA 19312 · EIN 23-1652791
Plan year 2021
Groups
6
Lives under management
1,065
Direct (A)
$10,820
Additional (C)
$174,322
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
+4 · +200.0% vs 2020Δ Lives
+918 · +624.5% vs 2020Added (5)
Dropped (1)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Lower Schedule C $/life vs this broker
Lower Schedule C $/life vs this broker
Lower Schedule C $/life vs this broker
Lower Schedule C $/life vs this broker
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
Named parties added · Named parties removed · Reported premium moved
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Comp % outside peer band
Named parties added · Named parties removed · Carriers added · Carriers removed
Broker tenure · Comp % outside peer band
Comp % outside peer band