Broker brief
90 Main St Ste 103, Batavia, NY 14020 · EIN 83-0389955
Plan year 2022
Groups
43
Lives under management
22,476
Direct (A)
$893,358
Additional (C)
$594,365
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
+3 · +7.5% vs 2021Δ Lives
+1,766 · +8.5% vs 2021Added (13)
Dropped (10)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Lower Schedule A / Schedule C $/life vs this broker
Lower Schedule C $/life vs this broker
Lower Schedule A $/life vs this broker
Lower Schedule A / 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 · Carriers removed
Reported premium moved · Broker tenure
Named parties removed · Covered lives moved · 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 · Comp % outside peer band
Reported premium moved · Broker tenure · Comp % outside peer band
Named parties added · Covered lives moved · Reported premium moved
Coverage added in the last 2 years · Coverage removed in the last 2 years · Reported premium moved · Comp % outside peer band
Reported premium moved · Broker tenure
Named parties added · Carriers added · Covered lives moved · Reported premium moved · Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Comp % outside peer band
Reported premium moved
Named parties added · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Named parties added · Named parties removed · Reported premium moved · Comp % outside peer band
Coverage removed in the last 2 years · Carriers added · Reported premium moved · Broker tenure · Comp % outside peer band
Comp % outside peer band
Comp % outside peer band
Covered lives moved
Named parties removed · Reported premium moved
Named parties added · Named parties removed · 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
Covered lives moved · Broker tenure · Comp % outside peer band
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Comp % outside peer band
Named parties added · Named parties removed
Coverage added in the last 2 years · Reported premium moved · Broker tenure
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
Named parties 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 · Comp % outside peer band
Comp % outside peer band
Named parties added · Covered lives moved · Reported premium moved
Named parties removed · Coverage added in the last 2 years · Carriers added · Covered lives moved · Reported premium moved · Comp % outside peer band
Comp % outside peer band
Named parties added · Named parties removed · Reported premium moved
Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Broker tenure · Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Carriers added · Comp % outside peer band
Reported premium moved · Broker tenure · Comp % outside peer band
Named parties added · Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved