Broker brief
90 Main St Ste 103, Batavia, NY 14020 · EIN 83-0389955
Plan year 2023
Groups
43
Lives under management
8,680
Direct (A)
$681,708
Additional (C)
$660,297
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
No change vs 2022Δ Lives
−13,796 · −61.4% vs 2022Added (8)
Dropped (8)
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 A / Schedule C $/life vs this broker
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
Coverage added in the last 2 years · Coverage removed in the last 2 years · Covered lives moved · Reported premium moved
Named parties added · Coverage added in the last 2 years · Carriers added · Covered lives moved · Reported premium moved · Comp % outside peer band
Named parties removed · Carriers added · Carriers removed · Reported premium moved
Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Carriers added · Covered lives moved · Reported premium moved
Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Named parties removed · Coverage added in the last 2 years · Carriers added · Reported premium moved
Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Broker tenure
Carriers added · Carriers removed · Reported premium moved · Broker tenure
Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Named parties added · Carriers added · Reported premium moved
Coverage removed in the last 2 years · Covered lives moved
Covered lives moved · Reported premium moved · Broker tenure
Named parties removed · Reported premium moved · Comp % outside peer band
Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Comp % outside peer band
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
Named parties added · Named parties removed · Reported premium moved · Comp % outside peer band
Named parties removed · Coverage added in the last 2 years · Carriers added · Comp % outside peer band
Named parties added · Carriers added · Carriers removed · Covered lives moved
Named parties removed · Carriers added · Carriers removed · Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed
Named parties added · 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 · Covered lives moved · Comp % outside peer band
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 · Comp % outside peer band
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Comp % outside peer band
Named parties added · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
Named parties added · Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Broker tenure
Comp % outside peer band
Coverage added in the last 2 years · Carriers added · Reported premium moved · Comp % outside peer band
Carriers added · Broker tenure
Named parties added · Coverage removed in the last 2 years · Carriers added · Carriers removed
Comp % outside peer band
Coverage added in the last 2 years · Covered lives moved · Reported premium moved · Comp % outside peer band
Carriers added · Carriers removed · Reported premium moved · Broker tenure · 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 · Reported premium moved · Comp % outside peer band
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 · Reported premium moved · Broker tenure
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