Voluntary and the Mid-Size Case Market

Cost: $2,000; published 2021

Since 2014, Eastbridge has produced reports providing insights into voluntary benefits in different size markets. We historically have published Voluntary and the Small Case Market as well as Voluntary and the Large Case Market reports. Due to requests from our clients, we are adding to the list this report, Voluntary and the Mid-Size Case Market. Like the other market reports, this compiles mid-size case research from multiple surveys in one place and analyzes the results and opportunities for selling voluntary benefits in the mid-market. For the purposes of this report, a mid-market case is defined as having 100–999 employees. Specifically, this report looks at:

  • The size of the mid-size employer market
  • Products sold in this market
  • Employer preferences that impact carrier service
  • Top carriers in the market
  • Differences in employee attitudes or ownership
  • Opinions of brokers who focus on the mid-size case market

This information will help carriers better position themselves to compete in the mid-size case market.


View Table of Contents

1. Executive Summary

A. Study Objectives

B. Key Findings

2. Detailed FIndings

A. The Market

1. Size of the Market

2. Benefits Offered

3. Prevalence of Voluntary

4. Voluntary Sales

5. Mediuml Case Sales by Carrier


B. The Employer Viewpoint

1. Likely Changes to Benefits Program

2. Reasons for Offering Voluntary

3. Number of Voluntary Carriers Used

4. Importance Factors in Choosing a Voluntary Carrier

5. Other Products from Voluntary Carrier

6. Voluntary Products Offered

7. Preferred Enrollment Methods

8. Allowable Methods of Educating and Communicating Benefits

9. Administrative Preferences of Medium-Size Employers


C. The Employee Viewpoint

1. Ownership of Voluntary

2. Voluntary Products Owned

3. Number of Voluntary Products Owned

4. Reasons for Buying Voluntary

5. Importance of Various Product

6. Interest in Buying on a Voluntary Basis

7. Preferred Method of Payment

8. Preferences for Learning about Voluntary

9. Enrollment Methods

10. Satisfaction with Enrollment


D. The Broker Viewpoint

1. Top Products Sold

2. Enrollment Methods

3. Enrollment Platforms and Fees

4. Voluntary Carriers Used

5. Greatest Administrative Pains

6. Biggest Threat to Voluntary Business

7. Competitive Advantages



To purchase Reports: Call (860) 676-9633 or email info@eastbridge.com

Spotlight Report Index