Latest Eastbridge report examines current conservation and retention practices in the voluntary market!

AVON, CONNECTICUT, USA (January 16, 2014)

Voluntary carriers want to create loyalty with all their customers — both at the employer and employee level. But is conservation and retention of their voluntary business really that important or even profitable? Are those carriers actively pursuing lapsed policyholders and accounts and, if so, how?

The Conservation and Retention Practices of Voluntary Carriers Spotlight Reportâ„¢ focuses primarily on carrier practices at the employee and account level. The report provides information, by carrier, related to their conservation and retention practices including:

  • Voluntary platform type and portability differences by platform
  • Employee-level portability and conservation
  • Account-level portability and conservation
  • Future trends

With this information, carriers can analyze how their company’s voluntary conservation and retention practices compare to other carriers and learn about the future trends and expectations for conserving business.

The cost of the report is $1,500. To purchase, call (860) 676-9633 or email

Report Summary

Eastbridge Consulting Group, Inc. is a marketing advisory firm serving insurance and financial services organizations in the United States and Canada.


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