Eastbridge publishes four types of reports:
Spotlight™ Reports, Frontline™ Reports, MarketVision™ Reports, and Sales Reports.
This report analyzes the current sales environment and future potential sales for the voluntary market.
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.
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.
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.
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.
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.
This report analyzes the opportunities and current results for selling voluntary benefits in the large employer market (1,000 or more employees).
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.
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.
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.
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.
This report provides comparative data on the participation rates experienced by 29 carriers active in the worksite/voluntary market.
This report examines the compensation practices for voluntary reps for 25 of the top voluntary/worksite marketing carriers.
The report examines the overall voluntary dental market, provides the product specifics for 15 voluntary dental products and provides general information on carrier results, competitors, trends, and concerns regarding the market.
This report provides profiles the capabilities of 15 leading enrollment and benefit administration platform providers.
This report examines the commission and compensation practices and policies of 28 of the top worksite/voluntary marketing carriers and covers a variety of topics including commissions by product line, vesting requirements, advance and bonus practices, and compensation future trends.
In 2013, Eastbridge conducted their first joint survey with BenefitsPRO. The goal of the survey was to gauge how healthcare reform might have changed the way brokers approach the benefits market. Every year since then, the survey has been updated and new topics added that are relevant to the discussion and reflective of current trends in the voluntary market.
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.
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:
Samples of Eastbridge Frontline™ Reports include:
Voluntary/Worksite Marketing: An Executive Perspective Frontline™ Report
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
Voluntary Lapse Rates
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.