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:

  • Marketplace Review of Enrollment and Benefit Administration Platform Providers Spotlight™ Report

    This report provides profiles the capabilities of 15 leading enrollment and benefit administration platform providers.

  • 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 13 of the top voluntary/worksite marketing players.

  • Voluntary Carrier Commission and Compensation Practices

    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.

  • Brokers and Voluntary Benefits – Growth in a Changing Market

    This report provides comparative data on takeover business and trends experienced by voluntary carriers including takeover business approaches and preferences, detailed takeover practices, takeover percentages by product and future trends and strategies regarding takeovers.

  • Takeovers and the Voluntary Market

    This report provides comparative data on takeover business and trends experienced by voluntary carriers including takeover business approaches and preferences, detailed takeover practices, takeover percentages by product and future trends and strategies regarding takeovers.

  • Exploring Employee Demographics: Key Attitudes and Behaviors towards Voluntary/Worksite Benefits — MarketVision™–The Employee Viewpoint©

    The Exploring Employee Demographics: Key Attitudes and Behaviors towards Voluntary/Worksite Benefits — MarketVision™–The Employee Viewpoint© 2020 report uses the data gathered during the 2019 employee survey to look more closely at how employee attitudes and behaviors towards employee benefits, including voluntary products, vary by demographic components. Specifically, the report looks at the data by: employer size, generation, income, occupation and industry.

  • Voluntary Term Life Products

    This report provides a general overview of the voluntary term life market and then examines, in detail, the voluntary term products of 21 carriers active in the market.

  • Administrative Practices of Voluntary Carriers

    This report provides detailed information on key administration practices for 29 carriers active in the voluntary/worksite market. Some of the topics covered include administration structure and capabilities, policy issue, service capabilities for administrators, employers and employees and obstacles and future trends for voluntary administration.

  • Voluntary Hospital Indemnity and Supplemental Medical Products

    This report examines the current voluntary hospital indemnity market and profiles 14 carriers, representing 17 different hospital indemnity and supplemental medical products.

  • Voluntary Billing Practices

    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.

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 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
  • 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

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