Broker brief
233 S Wacker Dr Ste 1800, Chicago, IL 60606 · EIN 98-0352587
Plan year 2022
Groups
44
Lives under management
87,043
Direct (A)
$937,955
Additional (C)
$0
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
+10 · +29.4% vs 2021Δ Lives
+25,182 · +40.7% vs 2021Added (20)
Dropped (10)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
Named parties added · Reported premium moved · Comp % outside peer band
Reported premium moved
Named parties added
Named parties added · 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 · Reported premium moved
Named parties removed · Coverage added in the last 2 years · Covered lives moved · Reported premium moved · Comp % outside peer band
Named parties removed · Carriers removed · Reported premium moved · Comp % outside peer band
Named parties added · Named parties removed · Reported premium moved
Named parties added · Named parties removed · Covered lives moved · Reported premium 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 · Reported premium moved · Comp % outside peer band
Named parties added · Named parties removed · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Broker tenure · Comp % outside peer band
Named parties removed · Coverage removed in the last 2 years · Carriers removed · 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 · Reported premium moved · Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Carriers added · Reported premium moved · Comp % outside peer band
Named parties added · Comp % outside peer band
Named parties removed · Covered lives moved · Reported premium moved
Named parties added · Coverage added in the last 2 years · Reported premium moved
Named parties added · Named parties removed · Covered lives moved · Comp % outside peer band
Named parties added · Named parties removed · Carriers added · Carriers removed · Comp % outside peer band
Named parties removed · Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Carriers added · Carriers removed · Reported premium moved · Comp % outside peer band
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 · Comp % outside peer band
Coverage removed in the last 2 years · Covered lives moved · Reported premium moved
Named parties added · Coverage added in the last 2 years · Reported premium moved · Comp % outside peer band
Reported premium moved · Comp % outside peer band
Named parties removed · Coverage added in the last 2 years · Coverage removed in the last 2 years · Comp % outside peer band
Named parties added · Named parties removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Carriers added · Carriers removed · Reported premium moved
Coverage added in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Carriers added · Reported premium moved · Comp % outside peer band
Named parties added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Reported premium moved · Comp % outside peer band
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 · Coverage removed in the last 2 years · Carriers added · Carriers removed · Covered lives moved · Reported premium moved · Comp % outside peer band
Named parties removed · Carriers added · Comp % outside peer band
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 added · Coverage added in the last 2 years · Coverage removed in the last 2 years · Carriers added · Carriers removed · Reported premium moved
Named parties added · Carriers added · Reported premium moved
Named parties added · Carriers added · Reported premium moved