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Sales Connect Terms & Conditions

Sales Connect

Sales Connect is a new online portal that gives carriers who subscribe to the service access to 10 years of data from the annual Eastbridge Voluntary/Worksite Sales Report. (Only carriers that participate in the Eastbridge Annual Sales Survey are eligible to subscribe).

Using the portal, carriers can review data and create their own queries on a variety of data points.

Interested in learning more? Check out the Sales Connect demo below or contact us at [email protected].

 

Available Data Points

New Sales Premium

• News sales premium
• Select just the carriers you want to see

Example: Review how your key competitors compared to your sales over the years.

• Select just the years you want to see. 
• Look at sales by size of case for the industry and/or for just the carriers you want to see

Example: Which carriers have been the leaders in the under 100 employee market?

• Review sales by platform over 10 years
• Review sales by distribution channel over the 10 years

Product Sales

• Select products you want to review at the industry level

Example: Which carriers have been the leaders in supplemental health products?

• Select carriers to review their sales for specific products

Takeover sales percentage by year

Inforce Premium

• Inforce premium at the industry level, product level and carrier level

Example: Which carriers are the leaders in inforce for Accident products?

In addition, the tool allows downloads of the data for your queries.