Voluntary/Worksite Marketing Industry Snapshot and Competitor Profiles Spotlight™ Report

Cost: $3,250; published 2025

Whether you are already operating as a voluntary carrier or exploring entry into the market, staying informed about the latest trends and performance metrics—by line of business, distribution channels, and more—is essential. Equally important is understanding the leading players in the space: the products they offer, the channels they leverage, and how they manage operations, both administratively and technologically

Eastbridge Consulting Group’s recently released report, Voluntary/Worksite Marketing Industry Snapshot and Competitor Profiles, examines the voluntary marketplace, specifically sales, inforce premium, and product and distribution trends.  In addition, the report provides a competitive analysis of 10 of the top players in the market. Each profile includes (where information is available):

• Business Profile—Corporate structure, years in voluntary/worksite business, financial results/ratings, number of employees in worksite
• Marketing—Importance of worksite business, percent of overall business, average case size, target markets
• Distribution—Channels, commissions, enrollment/re-enrollment method
• Products—Platform, products offered, percentage of business
• Operations—Administration, claims, service, technology

 
[Note: All information presented in the report has been updated for 2025 based on internal and external data and sources; the sales and results data are for year-end 2024.]