Information Partner™ Exclusive Reports

Eastbridge Frontline™ and MarketVision™ reports are available exclusively to members of Eastbridge's Information Partner™ program as well as survey participants (for Frontline™ reports) and sponsors (for MarketVision™ reports). These reports are not available for purchase.

MarketVision™ Reports

MarketVision™—The Employer Viewpoint©

Published 2020

MarketVision™—The Employer Viewpoint© examines the attitudes, opinions and preferences of 865 employers. Topics covered include types of benefits offered and benefit plan changes being considered, changes in voluntary benefits offered, types of voluntary products employers are considering offering, reasons for offering voluntary products, important factors for carrier selection, administration preferences, and preferred enrollment and communication methods. The study also compares the current results to those in past employer MarketVision™ studies.

MarketVision™—The Employee Viewpoint©

Published 2019

MarketVision™—The Employee Viewpoint© examines the attitudes, opinions and preferences of 2,502 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. The study also compares the current results to those in past employee MarketVision™ studies.

Frontline™ Reports

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.

Voluntary Product Trends Frontline™ Report

Published 2020

The objective of this report is to is to identify the current product trends in the voluntary/worksite market. This is the tenth 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 2020, 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.

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.

Voluntary/Worksite Marketing: An Executive Perspective

Published 2019

Voluntary/worksite executives have been surveyed every other year since 2003 in order to track their thoughts and insights on the obstacles facing the industry as well as future expectations and market trends. The 2019 report summarizes the feedback from 36 key executives and where appropriate, notes any trends or changes from the last studies’ findings.

Technology Funding Practices of Voluntary Carriers

Published 2019

Carriers are increasingly being asked to fund employers’ use of technology for enrolling and administering benefits. The objective of this survey was to explore carriers’ current practices for handling technology fees and subsidy requests.

Voluntary Lapse Rates

Published 2019

The purpose of this study is to gather data on what information carriers currently track related to voluntary lapse rates. The survey asked whether carriers can report lapses at the account level, employee level or both. In addition to general lapse rates, carriers were asked to provide data regarding account level lapse rates by year, group/case size and employee-level lapse rates by product.

Self-Administration Practices for Voluntary Products

Published 2018

The objective of this survey was to determine if it is becoming more or less prevalent for carriers to offer employers the option of doing the administration and recordkeeping for voluntary programs. In addition, specifics about how “self-administration” works for voluntary plans, and if changes expected in the future were also explored.

Accident, CI, HIP

Published 2017

The purpose of the study is to explore if accident, critical illness and hospital indemnity plans are being sold as employer-funded products and how these products are being packaged.

Data Analytics and Voluntary

Published 2017

The purpose of the report is to better understand the current usage and inclusion of data analytics processes by voluntary carriers as well as the future trends for data analytics in the voluntary/worksite market. Carriers can use the information to better assess their data analytics processes and strategies against others active in the market.

Voluntary Product Development Processes

Published 2016

The objective of this report is to identify and benchmark the product development processes used by carriers in the voluntary/worksite market so that carriers can assess their own development processes against others active in the market.

Social Media and Voluntary

Published 2015

The objective of this report is to evaluate the current use of social media by carriers in the industry as well as any anticipated uses of this marketing tool in the near future. The report also compares the 2009 study findings to the current survey findings, where appropriate. With this data, carriers can compare their current strategy regarding social media against their competitors.

What Voluntary/Worksite Carriers Can Measure

Published 2015

The report was first released in 2005 and was updated again in 2008. This most recent version examines what today’s carriers are tracking/measuring as well as what they would like to measure. It also provides comparisons to the 2005 and 2008 data, where appropriate. Carriers can use this information to compare their own practices to others in the industry and to identify any potential gaps.

Defined Contribution: What Are Carriers Currently Doing?

Published 2014

This study examines how voluntary carriers are reacting and adjusting to the defined contribution environment. Specifically, it looks at the carriers’ awareness of their products being offered under a defined contribution approach and any current tracking and administrative capabilities for accounts that use a defined contribution approach. It also examines the carriers’ existing or future tracking capabilities for sales made using this type of benefit funding and potential system changes, concerns or issues carriers have regarding defined contribution funding.

Health Care Reform: Private Exchanges & Voluntary

Published 2014

This report examines voluntary carriers’ current strategy for addressing health care reform; more specifically, product and distribution strategies that will enable them to offer their voluntary products on private health care exchanges. With this information, voluntary carriers can evaluate their current strategies and compare and contrast these to what other key voluntary players are doing to prepare for the new healthcare exchange landscape. Responses were received from 18 different carriers.

 

 

 

For information on our Information Partner™ program or to participate in future Frontline™ Reports, please call (860) 676-9633 or email info@eastbridge.com

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