Cost: $1,500; published 2023
The 2023 Voluntary Benefits: Brokers Back in Business report addresses the following topics and compares, where appropriate, this year’s results to past studies:
1. Executive Summary
A. Study Background and Objectives
B. Methodology
C. Key Findings
2. Findings
A. Focus on Voluntary
1. Percentage of Revenues from Voluntary
3. Voluntary New Business Annualized Premium
B. Voluntary Products
1. Most Commonly Sold Voluntary Products
2. Prevalence of Selling Nontraditional Voluntary Products
C. Carriers
1. Most Frequently Used Carriers
2. Carrier Selection
3. Number of Products Offered by Multiple Carriers in a Single Enrollment
4. Top Reasons to Change Carriers
D. Enrollment
1. Enrollment Participation Rates
2. Enrollment Methods
3. Technology Platforms
E. The Future
F. Demographics
1. Typical Size of Voluntary Case
2. Size of Agency