Broker brief

Swift Kennedy & Associates, Inc.

908 Beaver Drive, Dubois, PA 15801 · EIN 25-1789959

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

• Christ The King Manor

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

• State Of The Art, Inc.

  Broker tenure

• Brookville Equipment Corp

  Named parties added · Carriers added · Carriers removed · Covered lives moved · Reported premium moved

• Blaise Alexander Management Inc.

  Named parties added · Named parties removed · Carriers added · Carriers removed

• Broad Top Area Medical Center, Inc.

  Named parties added · Coverage added in the last 2 years · Carriers added · Reported premium moved

• Cheetah Chassis Corporation

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