Eastbridge is the source for research, experience, and advice for companies competing in the voluntary/worksite space and for those wishing to enter. For over 25 years, we have built the industry’s leading data warehouse and industry-specific consulting practice.
But the challenges ahead are formidable, as more companies enter the market and as competition intensifies. Changes in product, distribution, administration, underwriting, and in our consumers are happening with lightning speed. Eastbridge has been both a thought-leader on current trends and on next-gen changes and innovations, both with breaking market information and with strategy and planning.
5 Star Life
Allianz Life Insurance Co.
American Fidelity Assurance Co.
American National Life
American Public Life
Baltimore Life Insurance Co.
Bank of America
Benefits Planning Corporation
Blue Cross Blue Shield FL
Blue Cross Blue Shield NC, IL
Blue Cross Blue Shield LA
Boston Consulting Group
Cincinnati Life Insurance Co.
Colonial Life & Accident
Columbian Financial Group
Combined Insurance Company
Conning & Company
Council of Insurance Agents & Brokers (CIAB)
Dell Insurance Services
Deloitte & Touche, LLP
EMC National Life
Employee Benefit Communications
Employee Security Plans
Fidelity Life Association
Full Scope (formerly ASI)
Guardian Life Insurance Co.
Harleysville Life Insurance Co.
HB Group Insurance (Cooperators)
Humana Specialty Benefits (KMG)
Kansas City Life Ins. Co.
Liberty Life Insurance Co.
McKinsey & Co.
Mutual of Omaha
National Benefit Partners
National Bond & Trust
National Financial Partners
National Life Group (VT)
New York Life Insurance
Nippon Life Insurance
Old Mutual Insurance Company
On Line Benefits
Oxford Life Insurance Co.
Pacificare Dental & Vision
Principal Financial Group
Prudential Financial, Inc.
Reliance Standard Life
Royal & Sun Alliance
Security Mutual (NY)
Standard Life & Accident
Standard Life & Casualty (OR)
Standard & Poors
State Insurance Services
Sun Life Financial
United Health Group
Voya (formerly ING)
Following his field experience as a producer and field sales manager for Prudential in New York State, Gil spent ten years with the Life Insurance Marketing and Research Association (LIMRA) in Hartford, Connecticut. In 1989, Gil left his position as an officer at LIMRA to start Eastbridge Consulting Group, Inc. After twenty-six years, Eastbridge has become the leading U.S. consultancy with a specialty in voluntary product and worksite marketing and is known internationally for its research and consulting skills.
At Eastbridge, Gil works with many of North America’s leading insurance companies, brokers and third-party administrators. His specialties include business strategy design, distribution development, marketing planning, worksite marketing, voluntary insurance, and employee benefits. Gil helps design new business models, enhance the performance of existing businesses, and helps companies enter new markets.
Gil was inducted into the International Worksite Marketing Hall of Fame in 2006, and was named to Benefit Selling Magazine’s top ten power list of influential people in the employee benefits industry in 2008. In 2015, he received the Leadership Award from the Voluntary Benefits Association. He has an undergraduate degree in psychology and a master’s degree in management. He lives with his wife in Avon, Connecticut.
Bonnie is a leading expert on worksite marketing of financial services products. Prior to Eastbridge, she had 25 years of experience with Colonial Life & Accident Insurance Company. During her tenure at Colonial, Bonnie worked in various positions including underwriting, product development, market development, and customer marketing.
Bonnie joined Eastbridge in 1999. She manages consulting projects for both worksite/voluntary and group clients. She focuses on strategic, business, and marketing planning; competitor, product, and market analyses; and business line assessments.
Bonnie also oversees a variety of research projects—both consortia and client specific—designed to improve the marketing of group and voluntary products. She has helped clients of all types develop and improve their marketing strategies.
Bonnie is a frequent speaker at industry events and has had articles published in numerous publications. In July 2015, the Workplace Benefits Association inducted her into the Worksite Marketing Hall of Fame. She has a degree in mathematics and lives in Columbia, S.C
Nick has over 14 years’ experience in sales, distribution and marketing strategy development, management, training and business leadership. Most recently, Nick brought LifeLock into the voluntary benefits market in 2007, built and ran that business, and achieved 388% sales growth over a two-year period. Nick has had direct leadership experience in the development of distribution, marketing, product and administrative strategies for the voluntary benefits marketplace.
With Eastbridge, Nick serves as the company’s Senior Consultant, helping clients enter the business and develop voluntary/worksite strategies as well as improve their business results. Leveraging his experience with companies, from start-up through maturity, Nick brings new perspectives to the voluntary benefits marketplace.
Nick has been featured in several professional articles including BenefitsPro and Employee Benefit News, which share his insights into broker marketing, voluntary strategies, and non-traditional employee benefits.
Senior Director of Research and Marketing
Erin started her insurance career with Colonial Life in 2011 managing and developing the voluntary life insurance product portfolio. Most recently at AIG she held product rotations in voluntary benefits, core, affinity and retail life insurance markets. Over her tenure, Erin has gained an appreciation for the complexities of translating strategy into product portfolio outcomes, while navigating and managing cross-functional teams with limited resources.
At Eastbridge, Erin serves as the company’s Senior Director of Marketing and Research, overseeing the company’s research and competitive intelligence program and overall marketing strategy.
Erin earned a BS in Psychology from Duke University and an IMBA from the University of South Carolina’s Moore School of Business. She lives in Columbia, SC with her husband.
Director of Research Services
Ginger has over 20 years of qualitative and quantitative marketing research, strategic marketing and planning, and product development experience both with Colonial Life & Accident Insurance Company and as president of her own qualitative research firm. She has assisted both public and private-sector clients in developing and implementing their research needs, resulting in the creation of strategic plans, training, and advertising/promotional direction.
Joining Eastbridge in 2012 as Director of Research, Ginger is responsible for the management and implementation of the yearly research goals and projects designed to help the worksite/voluntary market continue to grow and improve, as well as client-specific research to help develop and/or hone particular marketing strategies, products, or processes.
Ginger lives in Columbia, S.C., and has an undergraduate degree in biology and an M.B.A. with a concentration in marketing.
David comes to Eastbridge with over 30 years of experience in the worksite market. He recently retired from Allstate Benefits where he spent the final 10 years of his career as President and Chief Executive Officer. During David’s tenure as President, Allstate Benefits quadrupled top line sales and bottom line profits as it evolved into one of the insurance industry’s preeminent companies dedicated to the voluntary benefits marketplace.
Prior to being named President of Allstate Benefits, David worked his way up through the distribution ranks serving as Regional Sales Manager, Regional Director, and Executive Vice President of Sales. The combination of his distribution expertise and executive leadership success will provide our clients with a unique look inside the critical strategies and tactics necessary to achieve breakthrough profitable growth.
David is a graduate of Vanderbilt University with a B.A. degree in Economics and Business Administration. He is a member of the Workplace Benefits Association Hall of Fame. He currently splits time between his residences in Ponte Vedra, Florida and Cashiers, North Carolina.
Director of Actuarial Services
Lonnie brings to Eastbridge over 25 years of experience in the worksite market and over 30 years as an Actuary. Lonnie worked as the Chief Risk Officer and Chief Actuary for Colonial Life & Accident Insurance Company and as a Senior Vice President and Chief Financial Officer for Transamerica Worksite Marketing, a Division of AEGON USA. Prior to that, he was the Vice President of Professional Insurance Corporation for GE Financial Assurance.
With Eastbridge, Lonnie provides new product development and portfolio review services for our clients. As part of his work, Lonnie conducts detailed analyses of the client’s current plan design and competitive landscape and then works closely with the client to develop the product design, pricing assumptions, policy forms, and administrative processes. He also helps build a system for measuring and monitoring the product’s performance.
Lonnie has a M.S. in math from the University of New Orleans. He currently lives in Raleigh, NC with his wife.
Director of Administrative Services
Robert brings over 30 years of experience in the insurance industry and over 15 years in the voluntary/worksite market with a demonstrated track record in all facets of the business. During his career with companies such as Loyal American, Allstate, Symetra, and Health Plan Services, Robert has managed underwriting; transitioned group underwriters to worksite; developed policies and procedures appropriate to the market; converted systems; led billing and new business units, claims, case set-up, compliance, and marketing.
With Eastbridge, Robert provides systems analysis and process improvement; technical expertise on operational functions such as New Business Set-Up, Contract and Certificate/Policy Issue, Customer Service, Billing, and Claims. His background allows him to offer technical knowledge with deep understanding of both group and individual product platforms.
Robert attended the US Aeronautical Academy and the University of Wyoming. He currently lives in Jacksonville, Florida.
Patti began her insurance career in 1988 with Aetna Life & Casualty, where she later became a training instructor. In 1990, she transferred to Colonial Life & Accident where she developed training materials and managed an editorial staff. Patti joined Eastbridge in 1994.
An M.B.A. graduate of Bowling Green State University, Patti also earned her B.S. from Bowling Green. She completed various instructional design courses at Practical Management, Inc. and at the University of Michigan.
Vice President, Controller
Jennifer is Eastbridge's financial backbone. She manages "the books" on a day-to-day basis, does the banking, and prepares all financial and cash flow reports. Jennifer analyzes and evaluates the financial status of the company; prepares recommendations concerning future financial plans, objectives, policies and goals; and makes sure Eastbridge runs smoothly and efficiently at all times.
Prior to joining Eastbridge, Jennifer held a similar position at Promotions Plus, an advertising specialty company. Jennifer earned her B.S. degree from Central Connecticut State University.