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Benefits broker of record · INDIANAPOLIS, IN

ERTEL & COMPANY, INC.

ERTEL & COMPANY, INC. of INDIANAPOLIS, IN is named as the broker of record on 37 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
37
Book size
$100k–1M
States
IN

Book profile

ERTEL & COMPANY, INC. brokers 37 insured contracts for 9 employers covering 7,528 people, all in IN.

Life is the largest line (14 contracts), followed by disability (9), vision (7), dental (5).

UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (17, about 46%); DELTA DENTAL OF INDIANA, ANTHEM LIFE INSURANCE COMPANY, ANTHEM INSURANCE COMPANIES, INC. follow.

Renewals are spread through the year; December is the busiest month at 49% of contracts.

Employer states
Lines of coverage

life 14 · disability 9 · vision 7 · dental 5 · health 2

Renewals by month
  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
JACKSON COUNTY BANKSEYMOUR, INSIHO INSURANCE SERVICESApril
IBA GROUP INSURANCE TRUSTINDIANAPOLIS, INDELTA DENTAL OF INDIANAApril
CITIZENS BANKMOORESVILLE, INANTHEM INSURANCE COMPANIES, INC.July
FIRST HARRISON BANKCORYDON, INDELTA DENTAL OF INDIANAMay
FIRST HARRISON BANKCORYDON, INUNITED OF OMAHA LIFE INSURANCE COMPANYJune
Subscriber access
28

more plans in ERTEL & COMPANY, INC.'s book

See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A