Voluntary and the Small Case Market

Cost: $2,500; published 2023

Since 2014, Eastbridge has produced a Voluntary and the Small Case Market report. The report compiles research from multiple surveys in one place and analyzes the results and opportunities for selling voluntary benefits in the small employer market. For the purposes of this report, a small case is defined as having 10–99 employees. Specifically, this report looks at:

  • The size of the small employer market
  • Products sold in this market
  • Small employer preferences that impact carrier service
  • Top carriers in the market
  • Differences in employee attitudes or ownership
  • Opinions of brokers who focus on the small case market

This information will help carriers better position themselves to compete in the small case market.


View Table of Contents

1. Executive Summary

A. Study Objectives

B. Key Findings

2. Detailed FIndings

A. The Market

1. Size of the Market

2. Benefits Offered

3. Prevalence of Voluntary

4. Voluntary Sales

5. Small Case Sales by Carrier


B. The Employer Viewpoint

1. Likely Changes to Benefits Program

2. Reasons for Offering Voluntary

3. Most Helpful Aspect of Voluntary

4. Number of Voluntary Carriers Used

5. Importance Factors in Choosing a Voluntary Carrier

6. Voluntary Products Offered

7. Number of Voluntary Products Offered

8. Interest in Offering

9. Most Recent Enrollment Method

10. Preferred Enrollment Methods

11. Most Important Factors Considered in Choosing an Enrollment Platform

12. Methods of Educating and Communicating Benefits

13. Administrative Preferences of Small Employers


C. The Employee Viewpoint

1. Ownership of Voluntary

2. Voluntary Products Owned

3. Number of Voluntary Products Owned

4. Reasons for Buying Voluntary

5. Interest in Buying on a Voluntary Basis

6. Preferred Method of Payment

7. Preferences for Learning about Voluntary

8. Enrollment Methods

9. Satisfaction with Enrollment

10. Online Capabilities


D. The Broker Viewpoint

1. Respondent Demographics

2. Top Products Sold

3. Enrollment Methods

4. Enrollment Fees

5. Voluntary Carriers Used

6. Needed to be More Successful with Voluntary


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For more information, please contact us at [email protected] or (860) 676-9633.



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