Eastbridge publishes four types of 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 Lapse Rates Spotlight™ Report

    This report provides comparative data on the lapse rates (both at the account and employee-level) experienced by 27 carriers active in the worksite/voluntary market.

  • Voluntary Personal Injury Accident Products Spotlight™ Report

    This report examines the current state of the voluntary accident market and is designed to help carriers better understand the voluntary accident market and the particulars of the plans being currently offered. Thirty-two carriers participated in the report representing 41 different voluntary personal injury accident products.

  • Forecasting Voluntary Sales Spotlight™ Report

    This report analyzes the current sales environment and future potential sales for the voluntary market.

  • Voluntary/Worksite Marketing Industry Snapshot and Competitor Profiles Spotlight™ Report

    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 the top 10 voluntary/worksite marketing players.

  • Breaking Out Employer Demographics for the Voluntary/Worksite Market - MarketVision™—The Employer Viewpoint

    This report examines the data from the 2020 MarketVision™ - The Employer Viewpoint study that surveyed 865 employers nationwide regarding benefits, to identify how employer benefit offerings, needs and attitudes vary by employer size and industry.

  • Claim Practices of Voluntary Carriers Spotlight™ Report

    This report examines the claim structure and practices of 29 carriers active in the voluntary/worksite market. Some of the important information in the report includes carrier claim filing and status capabilities, time standards for processing, claim integration capabilities and the claim evaluation and tracking practices.

  • Brokers and Voluntary Benefits in a COVID-19 World

    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 as well as current and emerging trends in the voluntary/worksite market.

  • Voluntary Vision Products

    The report examines the overall voluntary vision market and provides the product specifics for 12 voluntary vision products from 11 carriers as well as providing general information on carrier results, competitors, trends, and concerns regarding the market. In addition to the 11 participating carriers, three other carriers providing vision products are profiled in the last section of the report using secondary data.

  • Voluntary Benefits in the Large Case Market

    This report analyzes the opportunities and current results for selling voluntary benefits in the large employer market (1,000 or more employees).

  • Voluntary Conservation and Retention Practices

    This report examines the conservation and retention practices of 32 carriers active in the worksite/voluntary market. Topics covered include employee-level and account-level portability and conservation practices, obstacles to existing and future retention efforts and planned changes to conservation programs in the next three years.

  • Voluntary and the Mid-Size Case Market

    This report pulls together research from multiple surveys and puts all the medium case (100 to 999 employees) market information together in one place. This report provides an overall market review followed by perspectives of the key stakeholders – the employer, employee, and broker.

  • Voluntary Short-Term Disability Products

    This report profiles 25 voluntary short-term disability (VSTD) products for 23 carriers active in the voluntary/worksite market. This information is designed to help carriers better understand the short-term disability voluntary/worksite marketplace and to evaluate the competitiveness of their own VSTD product offering.

  • Voluntary and the Small Case Market

    This report pulls together research from multiple surveys and puts all the small case (10 to 99 employees) market information together in one place. This report provides an overall market review followed by perspectives of the key stakeholders — the employer, employee, and broker.

  • Voluntary Participation Rates

    This report provides comparative data on the participation rates experienced by 29 carriers active in the worksite/voluntary market.

Complete Index of Spotlight™ Reports

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

Information Partner Exclusive Reports

Eastbridge Frontline™ and MarketVision™ reports are available exclusively to members of Eastbridge's Information Partner™ program as well as survey participants (for Frontline™ reports) and sponsors (for MarketVision™ reports). These reports are not available for purchase.

 

MarketVision™ Reports

To support increased understanding of both the voluntary market and key customer groups — employers and employees, Eastbridge publishes detailed MarketVision™ reports every few years for each customer group. The following reports are currently available:

  • MarketVision™—The Employer Viewpoint©
  • MarketVision™—The Employee Viewpoint©

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. Eastbridge completes approximately four Frontline™ Reports per year.

Current Eastbridge Frontline™ Reports:

Employee Perspectives: 2020 Voluntary Enrollment and the COVID-19 Pandemic

Voluntary/Worksite Marketing: An Executive Perspective

Voluntary/Worksite and COVID-19: Updated Carrier Views

Updated Broker Perspectives on the COVID-19 Pandemic and Voluntary

Situs State Regulation Practices of Voluntary Carriers

Employer Perspectives on the COVID-19 Pandemic

Enroller Perspectives on the COVID-19 Pandemic and Voluntary

Voluntary Product Trends

Broker Perspectives on the COVID-19 Pandemic and Voluntary

Voluntary/Worksite Carrier Responses to the COVID-19 Pandemic

Voluntary Wellness Benefits

Voluntary/Worksite Marketing: An Executive Perspective

Technology Funding Practices of Voluntary Carriers

Information Partner™ Exclusive Reports

For information on our Information Partner program, or to participate in future Frontline™ Reports, or to sponsor future MarketVision™ Reports, contact us at (860) 676-9633 / 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