Forecasting Voluntary Sales Spotlight™ Report

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 the top 10 voluntary/worksite marketing players.

The Voluntary/Worksite Market — An Executive Perspective Spotlight™ Report

Voluntary Product Development Practices

Online Services of Voluntary Carriers

This report provides detailed information on the various online services for 31 carriers active in the voluntary/worksite market.  Topics include the type of services offered for employers/plan administrators, brokers/producers and employees/policyholders, carrier tracking capabilities of these services, recent changes and improvements for portal and online capabilities, and current and future trends for online customer services.

Administrative Practices of Voluntary Carriers

This report provides detailed information on the administration practices for 31 carriers active in the voluntary/worksite market. Some of the topics covered include administration structure and capabilities, policy issue, call center functions and time standards, service capabilities for administrators, employers and employees and current obstacles and future trends for voluntary administration.

Voluntary Lapse Rates Spotlight™ Report

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.

Underwriting Practices of Voluntary Carriers Spotlight™ Report

Billing Practices of Voluntary Carriers Spotlight™ Report

Claims Integration and Automation Practices of Voluntary Carriers Spotlight™ Report

Understanding Voluntary Participation Rates Spotlight™ Report

Enrollment and Technology Funding Practices of Voluntary Carriers Spotlight™ Report

Takeovers and the Voluntary Market Spotlight™ Report

This report provides comparative data on takeover business and trends experienced by 30 carriers actie in the voluntary market. Topics covered include takeover business approaches and preferences, detailed takeover practices, takeover percentages by product and case size as well as future trends and strategies regarding takeovers.

Voluntary Carrier Commission and Compensation Practices Spotlight™ Report

This report provides the latest information on the commissions and compensation practices of 28 voluntary carriers, including commission schedules, vesting requirements, advance practices, bonuses, payment procedures and reporting.  

Enrollment and Benefit Technology Partnerships: Carrier and Vendor Perspectives Spotlight™ Report

As the use of enrollment technology in the voluntary benefits marketplace continues to expand, it is more important than ever for carriers to be aware of technology advancements, tools to improve enrollment participation, and the type of enrollment and benefit technology partners in the market so they can effectively meet their customers’ needs.

Third-Party Administrators and Outsource Providers in the Voluntary Market Spotlight™ Report

This report provides detailed information on six TPAs and third-party outsource providers with voluntary market as well as outsourcing practices from 28 carriers active in the voluntary/worksite market.

Voluntary Conservation and Retention Practices Spotlight™ Report

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.

Employee Demographic Details: Exploring Attitudes and Behaviors About Voluntary/Worksite Benefits (Income and Prescence of Children in Household) – MarketVision™—The Employee Viewpoint©

Employee Demographic Details: Exploring Attitudes and Behaviors About Voluntary/Worksite Benefits (Generation and Occupation) – MarketVision™—The Employee Viewpoint©

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 and the Mid-Size Case Market

Employer Size and Industry Demographics for the Voluntary/Worksite Market – MarketVision™ — The Employer Viewpoint©

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.

Voluntary and the Small Case Market Spotlight™ Report

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.

Voluntary Benefits in the Large Case Market Spotlight™ Report

This report analyzes the opportunities and current results for selling voluntary benefits in the large employer market (1,000 or more employees).

Voluntary Rep Compensation

This report examines the compensation practices and support services for voluntary reps for 20 of the top voluntary/worksite marketing carriers.

Broker Perspectives on the Voluntary/Worksite Market Spotlight™ Report

To gain a deeper understanding of broker perspectives within the voluntary/worksite market, Eastbridge carried out two complementary surveys: one as part of the annual NMG Insights Study focused on voluntary benefits, and another in collaboration with Voluntary Advantage. The combined findings from these initiatives form the foundation of this comprehensive report.

Field Structure and Distribution in Voluntary Carriers Spotlight™ Report

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.

Rising Tide for Brokers in Voluntary Business Spotlight™ Report

Eastbridge and BenefitsPRO conducted their first joint survey in 2013 and have updated it annually since then, including the addition of relevant new topics reflecting current trends in the voluntary market.

National Brokerage Houses and Voluntary Carriers Spotlight™ Report

This report is designed to explore carrier best practices for working with large national brokerage houses.

Voluntary Hospital Indemnity and Supplemental Medical Products

Voluntary Critical Illness Products

Voluntary Dental Products Spotlight™ Report

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.

Voluntary Personal Injury Accident Products Spotlight™ Report

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.

Voluntary Short-Term Disability Products Spotlight™ Report

This report profiles the 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 Long-Term Disability Plans Spotlight™ Report

This report provides data on 19 current VLTD plans and is designed to help carriers better understand the long-term disability voluntary/worksite marketplace and to evaluate the competitiveness of their own voluntary long-term disability product offering.

Voluntary Term Life Products Spotlight™ Report

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.

Voluntary Critical Illness Products Spotlight™ Report

This report examines the current state of the critical illness market and identifies the market’s top players and competitors.  It then profiles 36 voluntary critical illness products from 31 carriers active in the market including the product structure, benefits, underwriting and eligibility guidelines, differentiators and trends.

Voluntary Personal Injury Accident Products Spotlight™ Report

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-two carriers participated in the report representing 41 different voluntary personal injury accident products.

Voluntary Vision Products Spotlight™ Report

The report examines the current voluntary vision market and profiles the vision products of nine providers/carriers that participated in the study, representing 10 vision plans. It also profiles six other providers using secondary data.