Voluntary and the Small Case Market

Cost: $2,000; published 2018

Since 2014, Eastbridge has been producing a report called Voluntary and the Small Case Market. The report pulls together research from multiple surveys and puts all the small case information together in one place. The report analyzes the results and opportunities for selling voluntary benefits in the small employer market. For the purposes of this report, a small case is one with between 10 and 99 employees. Specifically, the report looks at:

  • The size of the small employer market
  • Which products are sold in this market
  • Small employer preferences that impact carrier service
  • The top carriers in the market
  • Differences in employee attitudes or ownership
  • Opinions of brokers who focus on the small case market

With this information, carriers will be in a better position to compete in the voluntary small 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. Likely Changes to Benefits Program


B. The Employer Viewpoint on Voluntary

1. Reasons for Offering Voluntary

2. Brokers

3. Number of Voluntary Carriers Used

4. Other Products from Voluntary Carrier

5. Importance Factors in Choosing a Voluntary Carrier

6. Voluntary Products Offered

7. Preferred Enrollment Methods

8. Allowable Methods of Educating and Communicating Benefits

9. Administrative Preferences of Small Employers


C. The Employee View of Voluntary

1. Ownership of Voluntary

2. Voluntary Products Owned

3. Number of Voluntary Products Owned

4. Interest in Buying on a Voluntary Basis

5. Reasons for Buying Voluntary

6. Preferences for Learning about Voluntary

7. Enrollment Methods

8. Satisfaction with Enrollment

9. Importance of Online Capabilities


D. Carrier Viewpoint

1. Small Case Sales by Carrier


E. Broker Viewpoint

1. Top Products Sold

2. Enrollment Methods

3. Voluntary Carriers Used

4. Biggest Threat to Voluntary Business

5. Needed to be More Successful with Voluntary



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

Spotlight Report Index