Voluntary and the Mid-Size Case Market
Cost: $2,500; published 2025
Eastbridge has produced reports providing insights into voluntary benefits in different size markets for more than a decade. Like the other market size reports, this compiles mid-size case research from multiple surveys in one place and analyzes the results and opportunities for selling voluntary benefits in the mid-market. For the purposes of this report, a mid-market case is defined as having 100–999 employees. Specifically, this report includes:
- The size of the mid-size employer market
- Products sold in this market
- Employer preferences that impact carrier service
- Top carriers in the market
- Differences in employee attitudes or ownership
- Opinions of brokers who focus on the mid-size case market
This information will help carriers better position themselves to compete in the mid-size case market.
View Table of Contents
1. Executive Summary
A. Study Objectives
B. Findings
2. Detailed FIndings
A. The Market
1. Size of the Market
2. Benefits Offered
3. Prevalence of Voluntary
4. Type of Employees Currently Offered Voluntary Benefits
5. Voluntary Sales
6. Medium-Case Sales by Carrier
B. The Employer Viewpoint
1. Likely Changes to Benefits Program
2. Reasons for Offering Voluntary
3. Most Helpful Aspect of Voluntary
4. Most Important Outcomes
5. Number of Voluntary Carriers Used
6. Importance Factors in Choosing a Voluntary Carrier
7. Additional Products from Voluntary Carriers
8. Other Product Lines from Voluntary Broker
9. Voluntary Products Offered
10. Number of Voluntary Products Offered
11. Interest in Offering
12. Most Recent Enrollment Method
13. Preferred Enrollment Methods
14. Remote/Hybrid Employees and Benefits Enrollment
15. Allowable Methods of Educating and Communicating Benefits
16. Most Important Factors Considered in Choosing and Enrollment Platform
17. Inflation and Voluntary Enrollment Participation
18. Administrative Preferences of Medium-Size 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. Interest in Buying on a Voluntary Basis
6. Importance of Insurance Products
7. Preferred Method of Payment
8. Importance of Different Benefit Categories
9. Noninsurance Benefits
10. Preferences for Learning about Voluntary
11. Enrollment Methods
12. Satisfaction with Enrollment
13. Inflation Impacts to Voluntary Products in Last 12 Months
14. Inflation Impacts on Future Voluntary Purchases
15. Online Capabilities
D. The Broker Viewpoint
1. Respondent Demographics
2. Top Products Sold
3. Enrollment Methods
4. Enrollment Fees
5. Technology Platforms
6. Voluntary Carriers Used
7. Number of Products Offered and Carriers in a Single Enrollment
8. Claims Integration
9. Biggest Concern About the Industry
To purchase Reports: Call (860) 676-9633 or email [email protected]
Spotlight™ Report Index
For more information, please contact us at [email protected] or (860) 676-9633.