Broker brief
90 Main St Ste 103, Batavia, NY 14020 · EIN 83-0389955
Plan year 2024
Groups
44
Lives under management
9,617
Direct (A)
$636,244
Additional (C)
$774,903
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
+1 · +2.3% vs 2023Δ Lives
+937 · +10.8% vs 2023Added (2)
Dropped (1)
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
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Covered lives moved · Reported premium moved · Broker tenure
Named parties added · Reported premium moved · Broker tenure
Named parties removed · Coverage added in the last 2 years · Reported premium moved · 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 · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers removed · Covered lives moved · Reported premium moved
Named parties added · Coverage added in the last 2 years · Covered lives moved · Reported premium moved · Comp % outside peer band
Carriers added · Covered lives moved · Reported premium moved · Broker tenure
Named parties added · Carriers added · Carriers removed · Covered lives moved · Broker tenure
Carriers added · Covered lives moved · Reported premium moved · Broker tenure
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 · Covered lives moved · Reported premium moved
Coverage added in the last 2 years · Coverage removed in the last 2 years · Reported premium moved
Carriers removed · 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 · Covered lives moved · Reported premium moved · Comp % outside peer band
Named parties added · Carriers added · Covered lives moved · Reported premium moved · Comp % outside peer band
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Covered lives moved · Reported premium moved · Comp % outside peer band
Named parties added · Named parties removed · Coverage added in the last 2 years · Reported premium moved
Named parties removed · Carriers added
Reported premium moved
Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Carriers added · Broker tenure
Named parties added · 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 · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Coverage added in the last 2 years · Coverage removed in the last 2 years · Reported premium moved
Named parties added · Coverage added in the last 2 years · Carriers added · Covered lives moved
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved
Coverage removed in the last 2 years · Reported premium moved · Comp % outside peer band
Named parties added · Named parties removed · Coverage added in the last 2 years · Carriers removed · Covered lives moved · Reported premium moved
Named parties added · Comp % outside peer band
Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Broker tenure
Named parties added · Named parties removed · Reported premium moved
Named parties removed · Carriers added · Carriers removed · Broker tenure
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 · Coverage removed in the last 2 years · Carriers added · Covered lives moved · Reported premium moved
Named parties added · Carriers added · Carriers removed · 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
Named parties added · Named parties removed · Reported premium moved · Comp % outside peer band
Carriers added · Covered lives moved · Broker tenure · Comp % outside peer band