Eastbridge publishes four types of reports:

Spotlight™ Reports, Frontline™ Reports, MarketVision™ 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 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.

  • Voluntary Rep Compensation

    This report examines the compensation practices for voluntary reps for 25 of the top voluntary/worksite marketing carriers.

  • Voluntary Dental Products

    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.

  • 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

    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.

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.

Samples of Eastbridge Frontline™ Reports include:

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

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