PlanOptica

External Agent

Mailing address (most recent filing)
UNKNOWN
AMHERST, NY 14228
Total comp
$89K
Commissions
$89K
Fees
$0
Filings
9
Sponsors
9

External Agent summary

External Agent appears as a broker on 9 Form 5500 Schedule A filings for 9 employer sponsors. Insurers reported $89K in commissions and fees paid to External Agent. Most client plans are sponsored in MI. The most common carriers in the book are BCBS of Michigan. The largest clients include Heligroup Holdings, Inc., Quest, Inc. and Bluestone Children's Center.

Primary-broker plans
4
Covered premium
$2.5M
Market share
0.001%
Of all reported broker comp

Top 4 client plans by premium

Plans where External Agent is the primary broker on the latest filing

SponsorStatePremiumCovered
Heligroup Holdings, Inc.MI$782K417
Askar Management Group, LLC.MI$622K140
Quest, Inc.MI$561K78
Bluestone Children's CenterMI$364K163

Top client states

  • MI4 plans

Frequently asked questions

Who uses External Agent?
9 employer sponsors list External Agent as a broker on Schedule A of Form 5500. The largest clients include Heligroup Holdings, Inc., Quest, Inc., Bluestone Children's Center and Askar Management Group, LLC.. Most client plans are sponsored in MI.
How many employer plans does External Agent serve?
External Agent appears on 9 Schedule A filings for 9 employer health and benefits plan sponsors.
How much does External Agent earn?
Insurers reported $89K in total compensation paid to External Agent: $89K in commissions and $0 in fees. Schedule A reports what insurers pay brokers, not fees that employers pay directly.

Analytics

See 7 External Agent analytics panels with Pro.
Pro unlocks:
  • Carrier mix
  • Top carrier partners
  • Top states
  • Top industries by premium
  • Sponsor-size mix

Book of business

1-4 of 4 sponsors where External Agent is the primary broker (latest filing per plan).

See 4 client plans with Pro. Pro is free for 7 days and then costs $49 a month.

Pro unlocks:
  • Every client plan on this book
  • Sponsor and plan names
  • Premium and broker pay per plan
  • Carrier on each plan