Latest Eastbridge study profiles leading enrollment platform providers in the voluntary market

AVON, CONNECTICUT, USA (June 12, 2014)

It has always been true that the enrollment can make or break a voluntary case. If the enrollment does not achieve good participation and retention or meet the needs of the employer, then the time and effort taken to sell the case is wasted. Today, however, the situation has become even more complex. Brokers, employers and employees are all demanding more and varied options for enrollment and education. To be competitive, carriers must step up and meet these demands using their own technology and/or through a partnership with an enrollment technology provider.

The objective of Eastbridge’s Spotlightâ„¢ Report, Enrollment Platform Providers: A Marketplace Scan, is to look at technology platforms of leading providers so that carriers interested in interfacing with a third party and/or offering this service to their brokers can evaluate the available capabilities. The following topics are covered in each profile:

  • Type of platform technology used
  • Carriers/products supported
  • Enrollment methods offered
  • Plan set-up and configuration process
  • Educational support
  • User experience
  • Underwriting capabilities
  • Scope of functionality (enrollment and benefits administration)
  • Reporting

In addition to the individual profiles of each participating provider, the report also presents comparative data on key capabilities and processes for those profiled.

The cost of the report is $2,000. 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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