Information Partner™ Exclusive Reports

MarketVision™ Reports

MarketVision™—The Employeee Viewpoint^©

Published 2023

This report is conducted every other year and examines the attitudes, opinions and preferences of 2,350 employees regarding benefits overall, including voluntary products.  Other topics about voluntary products covered include benefits education and enrollment preferences, reasons for purchase, payment preferences and interest in purchasing voluntary products in the future.

MarketVision™—The Employer Viewpoint^©

Published 2022

This report is conducted every other year and examines the attitudes, opinions and preferences of over 1,000 employers regarding the benefits they offer to their employees, including voluntary products. Key topics addressed about voluntary products include employers’ benefits education and enrollment preferences, reasons for offering, interest in offering voluntary products in the future and preferences regarding important services, enrollment and administration capabilities.

Frontline™ Reports

Emerging Voluntary Benefits and Services Frontline™ Report

Published 2023

This report provides an overview of emerging benefits and services within the voluntary/worksite market. It specifically covers mental health, caregiving support, financial wellness, and DE&I benefits and services.

Benefit Access and Preferences for Gig Workers Frontline™ Report

Published 2023

This report provides an overview of the gig worker segment regarding their access to and preferences for benefits through the employers they work with. Topics covered include access to benefits through employers and if so, which benefits; employer requirements for benefit access; importance of different types of benefits and additional sources of benefits for gig workers.

Broker Tracking Capabilities of Voluntary Carriers Frontline™ Report

Published 2023

This report provides a snapshot of the types of tracking voluntary carriers are able to report on their broker population. Topics covered include number of brokers selling voluntary/worksite business, the factors used to track brokers, number of preferred brokers, number of voluntary cases per broker, and obstacles and challenges of tracking brokers.

Updated Employer Perspectives on the COVID-19 Pandemic and Voluntary Frontline™ Report

Published 2022

This report provides an updated snapshot of how employers view the impact of the COVID-19 pandemic on their voluntary program. Topics covered include changes to benefits due to COVID-19, impacts on voluntary participation and changes to enrollment methods and plans.

Voluntary Product Trends Frontline™ Report

Published 2022

The objective of this report is to is to identify the current product trends in the voluntary/worksite market. This is the eleventh survey on voluntary product trends conducted by Eastbridge Consulting Group, Inc.; surveys have been conducted biannually since 2002. Some of the topics covered include overall voluntary product trends, areas of greatest pressure for voluntary products, new or revised product plans for 2022, product development and bundling practices, product profitability and growth products for carriers specifically and the industry overall.  Where applicable, comparisons are drawn between this year’s results and those of the past several studies.

Marketing and Sales Practices of Voluntary Carriers Frontline™ Report

Published 2022

Since voluntary marketing and sales practices is such a broad topic, the primary objective of this study is to focus on a few key carrier practices including broker marketing and communications, metrics and measurements for sales and marketing and any nonpayroll or direct-to-consumer marketing and sales activities.  Other topics include marketing initiative tracking satisfaction and key obstacles and future trends in marketing and selling voluntary/worksite products.

Employee Perspectives: 2020 Voluntary Enrollment and the COVID-19 Pandemic Frontline™ Report

Published 2021

This report provides a current snapshot of how employees view the impact of the COVID-19 pandemic on their voluntary benefits enrollment experience. Topics covered relating to COVID-19 include voluntary enrollment opportunity in 2020, differences in the voluntary enrollment experience, and 2020 voluntary enrollment satisfaction.

Voluntary/Worksite and COVID-19: Updated Carrier Views Frontline™ Report

Published 2020

This report seeks to provide updated intelligence on how voluntary insurance carriers are responding to the COVID-19 pandemic. Topics covered include relief plans for employers and employees as well as future product development plans. This report updates the report Eastbridge published in April and adds data on the effects of COVID-19 on sales and lapses, product changes carriers have made or anticipate, changes to enrollments, and any claims impact.

Updated Broker Perspectives on the COVID-19 Pandemic and Voluntary Frontline™ Report

Published 2020

This report provides an updated view of how the COVID-19 pandemic is impacting brokers’ voluntary business. Comparative data from our original survey in April 2020 is available on the following COVID-19 related topics: top concerns; impacts on employer enthusiasm for voluntary; anticipated changes to enrollment plans; ability to meet revenue targets this year; desired product modifications/offerings; satisfaction with carrier response, and desired areas of improved support needed from carriers. New topics covered in this study include desired non-traditional product offerings by brokers and employers; desired financial relief measures for employers and/or employees; anticipated participation levels as a result of enrollment changes, and changes to sales activity.

Situs State Regulation Practices of Voluntary Carriers Frontline™ Report

Published 2020

The objective of this Frontline™ Report is to examine the current situs state regulation practices of voluntary companies and to compare the current responses with those from previous studies where applicable. With this data, companies can compare their own practices to others in the industry.

Employer Perspectives on the COVID-19 Pandemic Frontline™ Report

Published 2020

This report provides a current snapshot of how employers view the impact of the COVID-19 pandemic on their voluntary program. Topics covered include changes to benefits due to COVID-19, impacts on voluntary participation and anticipated changes to enrollment plans.

Enroller Perspectives on the COVID-19 Pandemic and Voluntary Frontline™ Report

Published 2020

This report provides a current snapshot of how enrollers view the COVID-19 pandemic and its impact on their voluntary business. The online survey was a joint effort between Eastbridge and the Enroller Resource Center with 363 enrollers from around the country participating.  Some of the topics covered include enrollers’ top concerns about their business, impacts to employer and employee enthusiasm about voluntary benefits, potential changes to voluntary enrollment plans and enrollment participation.

Broker Perspectives on the COVID-19 Pandemic and Voluntary Frontline™ Report

Published 2020

This report provides a current snapshot of how brokers view the impact of the COVID-19 pandemic on their voluntary business. A variety of topics are covered including brokers’ top concerns, impacts on employer enthusiasm for voluntary, anticipated changes to enrollment plans, ability to meet revenue targets for 2020, desired product modifications, and satisfaction with and areas of improvement for carrier responses.

Voluntary/Worksite Carrier Responses to the COVID-19 Pandemic

Published 2020

This report seeks to provide up-to-date intelligence on how voluntary insurance carriers are responding to the COVID-19 pandemic. Forty carriers participated in the survey covering topics such as relief plans for employers and employees as well as future product development plans.

Voluntary Wellness Benefits

Published 2020

The purpose of the report is to identify and benchmark the wellness benefits offered with voluntary products and the trends concerning wellness benefits in the voluntary/worksite market. The information provided by the 32 participants enables carriers to assess their offering against others active in the market.