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 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

• State Of The Art, Inc.

  Named parties added

• Metzler Bros. Tank Truck & Trailer, LLC

  Reported premium moved · Broker tenure

• Dubois Continuum Of Care Community, 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 · Reported premium moved · Comp % outside peer band

• Brookville Equipment Corp

  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

• The Williamsport Home Life And Ad&D Plan

  Covered lives moved · Broker tenure

• The National Ticket Company

  Reported premium moved · Broker tenure

• Hellers Gas, Inc

  Reported premium moved · Broker tenure

• Cheetah Chassis Corporation

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