U.S. Worksite Sales Survey
Eastbridge Consulting has been conducting an annual voluntary/worksite
sales survey since 1999. Our survey has become the “gold
standard” for the voluntary industry because we have more
companies participating and track more data—over 60 carriers,
on average, each year. This is almost twice as many companies
as any other sales report for the industry.
All carriers involved in the voluntary/worksite business are
eligible to participate. Participants receive valuable information
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. Over the past few years, we’ve also
collected data by state, which is included as a supplement to
the annual report.
The best part is that the report is free if you participate!
In fact, the only way you can get the report is by participating.
Surveys are distributed at the end of January each year. To become
a participant, call (860) 676-9633.
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