Welfare broker

ISOLVED, INC.

Mailing address (most recent filing)

11215 N COMMUNITY HOUSE RD

SUITE 800

CHARLOTTE, NC 28277

Total comp: $25K
Commissions: $5K
Fees: $20K
Filings: 4
Sponsors: 4

Carrier mix

Where ISOLVED, INC. places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

CIGNA HEALTH AND LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
CIGNA HEALTH AND LIFE INSURANCE COMPANY	1	$74K	100.0%

Top states · with penetration index

Plan count by state. Index > 1.0means over-indexed vs the broker's national share.

State	Plans	Premium	State share	Index
NY	1	$74K	0.0%	19.82x

Top industries by premium

NAICS-2 sectors where this broker places the most welfare premium.

Sponsor-size mix

Plan count by total participants. Reveals whether this broker is a mid-market player or jumbo-employer specialist.

Broker compensation as % of premium

Distribution of ISOLVED, INC.'s plans by broker comp / premium ratio. Median 11.43% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of ISOLVED, INC.'s book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where ISOLVED, INC. is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
MEET LIFE SCIENCES INC. MEET LIFE SCIENCES INC. WELFARE BENEFIT PLAN	NY	$74K	$8K	CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES