Broker brief

Univest Insurance, LLC

Po Box 391, Lansdale, PA 19446 · EIN 23-3021746

Over time

Change across plan years

Pick a series. Direct (A) and Additional (C) are never summed.

Book movement

Lancaster groups and lives vs 2021

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

• Advanced Dermatology Associates, Ltd

  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

• Orthopaedic Associates Of Allentown

  Named parties added · Coverage removed in the last 2 years · Comp % outside peer band

• Montgomery County Emergency Services, Inc.

  Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band

• Blessings4ever Home Care Agency LLC

  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

• Prospectus Associates, Inc.

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

• Russell Plywood, Inc.

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

• W. S. Cumby, Inc.

  Named parties removed · Covered lives moved · Reported premium moved · Broker tenure

• Settlement Music School Of Philadelphia

  Named parties added · Reported premium moved

• View Thru Technologies Inc.

  Reported premium moved · Broker tenure

• Univest Financial 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 · Comp % outside peer band

• Bender Electronics Inc

  Reported premium moved · Broker tenure

• Hemlock Farms Community Association

  Comp % outside peer band

• Laminators Incorporated

  Broker tenure

• Almirall, LLC

  Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years

• Klover Sepa, Inc.

  Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers removed · Covered lives moved · Reported premium moved

• Temenos Usa, Inc.

  Named parties added · Named parties removed · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band

• Tomlinson-Bomberger Lawn Care & Landscape, Inc.

  Named parties added · Named parties removed · Carriers added

• Elm Terrace Gardens

  Named parties added · Named parties removed · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band

• Wehrung'S Lumber & Home Center, Inc.

  Named parties added · Named parties removed · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band

• Maranatha Broadcasting, Inc.

  Named parties added · Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years

• Proconex, Inc.

  Covered lives moved · Broker tenure · Comp % outside peer band

• Ionos, Inc.

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