Eastbridge report examines current brokers’ focus, opinions and preferences for the voluntary/worksite market.


In 2013, Eastbridge conducted their first joint survey with BenefitsPRO. The goal of the survey was to gauge how healthcare reform might have changed the way brokers approach the benefits market. Every year since then, the survey has been updated and new topics added that are relevant to the discussion and reflective of current trends in the voluntary market.

The 2019 Brokers and Voluntary Benefits—Optimism Amidst Change Spotlight™ Report addresses the following topics and compares, where appropriate, this year’s results to past studies:

  • Brokers’ current focus on voluntary (NBAP, new group growth, cross-sales with voluntary)
  • Sales performance relative to expectations and their reasoning
  • Most commonly sold voluntary products by brokers today and recent changes in product mix
  • Voluntary carriers used most frequently by brokers and their reasoning
  • Carrier administrative pain points and frequency of carrier switching
  • Enrollment methodologies and platforms used most often as well as trends in technology funding
  • Number of carriers and products most frequently used/offered per enrollment
  • Competitive pressures felt by brokers
  • Employer and employee enthusiasm for voluntary
  • Trends in offerings to part-time workers, sales impact of current employment levels
  • Current voluntary goals, and expectations for the future

The report also examines what brokers need from carriers to increase their success in the voluntary market.

Brokers and Voluntary Benefits—Optimism Amidst Change, a Spotlight™ Report

The cost of the report is $1,500. To purchase, call (860) 676-9633 or email us at [email protected]

Report Summary

Eastbridge Consulting Group, Inc. is a marketing advisory firm serving insurance and financial services organizations in the United States and Canada.

Press Release Index

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



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