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Benefits broker of record · EAST GREENWICH, RI

ROLAND FLORENZ

ROLAND FLORENZ of EAST GREENWICH, RI is named as the broker of record on 11 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
11
Book size
$10k–100k
States
RI

Book profile

ROLAND FLORENZ brokers 11 insured contracts for 3 employers covering 2,556 people, all in RI.

Vision is the largest line (4 contracts), followed by life (3), dental (2), disability (2).

DELTA DENTAL OF RHODE ISLAND writes the most contracts in the book (3, about 27%); LIFE INSURANCE COMPANY OF NORTH AMERICA, VISION SERVICE PLAN, BOSTON MUTUAL LIFE INSURANCE COMPANY follow.

Renewals concentrate in December — 73% of contracts — so most of the book comes up for review at once.

Employer states
Lines of coverage

vision 4 · life 3 · dental 2 · disability 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
EMBRACE HOME LOANS, INC.MIDDLETOWN, RILIFE INSURANCE COMPANY OF NORTH AMERICADecember
EMBRACE HOME LOANS, INC.MIDDLETOWN, RIDELTA DENTAL OF RHODE ISLANDDecember
EMBRACE HOME LOANS, INC.MIDDLETOWN, RIDELTA DENTAL OF RHODE ISLANDDecember
EMBRACE HOME LOANS, INC.MIDDLETOWN, RILIFE INSURANCE COMPANY OF NORTH AMERICADecember
THE MOORE COMPANYWESTERLY, RIVISION SERVICE PLANDecember
Subscriber access
5

more plans in ROLAND FLORENZ'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