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.
Go to complete index of Spotlight™ Reports
Examples of Eastbridge’s latest Spotlight™ Reports include:
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.
The report examines the overall voluntary dental market, provides the product specifics for 16 voluntary dental products and provides general information on carrier results, competitors, trends, and concerns regarding the market.
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.
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 examines the overall (versus product specific) underwriting practices of 26 carriers active in the voluntary/worksite market. Some of the topics covered include underwriting structure, organization and specialization, group-level underwriting practices, exceptions process, use of census versus shelf-rates, employee eligibility guidelines, participation requirements for guaranteed issue, the quoting/RFP process, underwriting time standards and future concerns and trends.
This segmentation report delves deeper into the 2024 MarketVision™ report findings to identify how benefit offerings, needs and attitudes vary by employer size and industry.
This report examines the billing practices of 33 carriers in the voluntary market. It includes important information about billing and payment options, billing processes and practices, including self-billing capabilities, and current and future trends.
This report pulls together research from multiple surveys and puts all the small case (10 to 99 employees) market information together in one place. It specifically provides an overall market review followed by perspectives of the key stakeholders in the voluntary/worksite market – the employer, employee, and broker.
This report examines the claims integration and automation practices of 25 carriers active in the voluntary market, and includes important information for carriers about claims processing, integration and automation practices for voluntary products.
This report provides an overview of the various structures and positions carriers have for distribution, sales support, enrollment and ongoing service for 25 voluntary carriers. Carriers can use the data to compare their own distribution structure against other voluntary carriers active in the market.
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-one carriers participated in the report representing 33 different voluntary personal injury accident products.
This report provides comparative data on the participation rates (ex: by group size, product line, etc.) experienced by 29 carriers active in the worksite/voluntary market.
This new report uses the data gathered during the 2023 employee survey to look more closely at how employee attitudes and behaviors towards employee benefits, including voluntary products, vary by demographic components. Specifically, this report looks at the data by generation, occupation, income and presence of children in the household.
This report examines the enrollment services, methods, preferences and results as well as the approach to technology funding for 29 carriers active in the voluntary/worksite market.
The Employee Demographic Details: Exploring Attitudes and behaviors About Voluntary/Worksite Benefits (Employer Size and Industry) - MarketVision™—The Employee Viewpoint© 2024 report uses the data gathered during the 2023 employee survey to look more closely at how employee attitudes and behaviors towards employee benefits, including voluntary products, vary by demographic components. Specifically, this report looks at the data by employer size and industry.
Complete Index of Spotlight™ Reports
To purchase Spotlight™ Reports: Call (860) 676-9633 or email [email protected]
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.
Information Partner™ Exclusive Reports
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:
Voluntary Wellness Benefits Frontline™ Report
Voluntary Term for Life Products Frontline™ Report
Voluntary Product Trends
Application Programming Interface & Artificial Intelligence Carrier Practice
Situs State Regulation Practices of Voluntary Carriers
Emerging Voluntary Benefits and Services
Benefit Access and Preferences for Gig Workers
Broker Tracking Capabilities of Voluntary Carriers
Updated Employer Perspectives on the COVID-19 Pandemic and Voluntary
Marketing and Sales Practices of Voluntary Carriers
Employee Perspectives: 2020 Voluntary Enrollment and the COVID-19 Pandemic
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 / [email protected]
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 [email protected]
For more information, please contact us at [email protected] or (860) 676-9633.