Eastbridge publishes three types of reports: Spotlight™ Reports, Frontline™ Reports, and Sales Reports

Spotlight™ Reports

These reports provide carriers and other insurance professionals with up-to-date, market-sensitive information — on a targeted and cost-effective basis — that can be used to build, refine, or even confirm their business strategies. Approximately 12–15 Spotlight™ Reports are published each year, and we currently have more than 40 studies available covering virtually every voluntary/worksite topic.

Eastbridge’s latest Spotlight™ Reports include:

  • Voluntary Billing Practices

    Almost half of voluntary executives describe their policy administration system as outdated and the percentage that think it holds them back increased 7 percentage points to 16% in 2019 compared to 2017, found Eastbridge’s bi-annual survey, Voluntary/Worksite Marketing: An Executive Perspective. Just over half of executives plan to make some kind of change, either major or minor, over the next five years. The new Report tracks these executives’ thoughts and insights on the obstacles facing the industry today, as well as what they might expect for the future.

  • MarketVision™—The Employee Viewpoint©

    This report examines the data from the 2018 MarketVision™—The Employer Viewpoint© that surveyed 1,000 employers regarding benefits, to identify how employer benefit offerings, needs and attitudes vary by employer size and industry.

  • Voluntary Enroller and Carrier Relationships

    The Enroller Resource Center and Eastbridge Consulting Group have teamed together for the fifth time to research enroller opinions on the voluntary business. The study was designed to help insurance carriers and other companies in the voluntary business better understand the needs of independent enrollers and includes data from over 550 voluntary enrollers who participated in an online survey and another 21 enrollers who participated in an online discussion group.

  • Voluntary Critical Illness Products

    This report examines the current state of the critical illness market and identifies the market’s top players and competitors. It then profiles 37 voluntary critical illness products from 31 carriers active in the market.

  • Voluntary/Worksite Marketing Industry Snapshot and Competitor Profiles

    This report examines the voluntary/worksite marketplace; specifically, annual sales, inforce premium, leading players, products trends, and distribution channels. In addition, the report provides a competitive analysis on 12 of the top voluntary/worksite marketing players.

  • Enrollment Practices of Voluntary Carriers

    This report examines the enrollment practices of 30 carriers active in the voluntary/worksite market.

  • A Closer Look at Employer Demographics in the Voluntary/Worksite Market - MarketVision™—The Employer Viewpoint

    This report examines the data from the 2018 MarketVision™ – The Employer Viewpoint that surveyed 1,000 employers regarding benefits, to identify how employer benefit offerings, needs and attitudes vary by employer size and industry.

  • Brokers and Voluntary Benefits – Optimism Amidst Change

    This report examines the current voluntary/worksite efforts of Voluntary Brokers and Benefit Brokers and examines what brokers need from carriers to increase their success in the voluntary market.

Complete Index of Spotlight™ Reports >

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

Frontline™ Reports

Eastbridge Frontline™ Reports provide timely data on new or breaking topics. Because the facts are often still emerging or are in transition, Frontline™ Reports are brief summaries of the facts as they were when the data was collected. These reports are not available for purchase. In fact, the only way you can get a copy of these valuable reports is by being a member of one of Eastbridge's Information Partner™ programs or by participating in the survey itself. Eastbridge completes approximately four Frontline™ Reports per year.

Samples of Eastbridge Frontline™ Reports include:

  • Voluntary/Worksite Marketing: An Executive Perspective
  • Technology Funding Practices of Voluntary Carriers
  • Voluntary Lapse Rates
  • Voluntary Product Trends
  • Self-Administration Practices for Voluntary Products
  • U.S. State ESI and EPI Data
  • Tracking and Packaging Accident, Critical Illness and Hospital Indemnity Plans
  • Situs State Regulation Practices of Voluntary Carriers
  • Data Analytics and Voluntary

Frontline™ Reports >

For information on our Information Partner program or to participate in future Frontline™ Reports, please call (860) 676-9633 or email info@eastbridge.com

Sales Reports

Eastbridge Sales Reports have become the “gold standard” for the voluntary industry. We have more companies participating in these reports and track more data than any other Sales Report for the industry. All carriers involved in the voluntary/worksite business are eligible to participate in the sales reports, and only participants receive a report of the survey findings. Surveys are distributed at the end of January each year.

Eastbridge’s latest Sales Reports include:

U.S. Voluntary/Worksite Sales Report — This report has been published annually since 1999 and includes data from over 60 carriers on voluntary sales overall, by product line, by filing platform, and by distribution/broker segment. We also monitor takeover rates and sales by case size.

U.S. State EPI and ESI Data — This report is an extension of the annual Sales Report. It includes state-by-state sales and inforce data and provides two measures that relate these data to the number of employed Americans in each state.

To participate in our next Sales Survey, please call (860) 676-9633 or email info@eastbridge.com