Voluntary and the Small Case Market

Cost: $2,000; published 2020

Since 2014, Eastbridge has produced a Voluntary and the Small Case Market report. The report compiles small case 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. Number of Voluntary Carriers Used

4. Importance Factors in Choosing a Voluntary Carrier

5. Other Products from Voluntary Carrier

6. Voluntary Products Offered

7. Preferred Enrollment Methods

8. Allowable Methods of Educating and Communicating Benefits

9. 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. Importance of Various Product

6. Interest in Buying on a Voluntary Basis

7. Preferred Method of Payment

8. Preferences for Learning about Voluntary

9. Enrollment Methods

10. Satisfaction with Enrollment


D. The Broker Viewpoint

1. Top Products Sold

2. Enrollment Methods

3. Enrollment Platforms and Fees

4. Voluntary Carriers Used

5. Greatest Administrative Pains

6. Biggest Threat to Voluntary Business

7. Competitive Advantages



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