Voluntary and the Mid-Size Case Market

Cost: $2,500; published 2023

Since 2014, Eastbridge has produced reports providing insights into voluntary benefits in different size markets. Like the other market 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 looks at:

  • 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. Key Findings

2. Detailed FIndings

A. The Market

1. Size of the Market

2. Benefits Offered

3. Prevalence of Voluntary

4. Voluntary Sales

5. 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. Number of Voluntary Carriers Used

5. Importance Factors in Choosing a Voluntary Carrier

6. Voluntary Products Offered

7. Number of Voluntary Products Offered

8. Interest in Offering

9. Most Recent Enrollment Method

10. Preferred Enrollment Methods

11. Allowable Methods of Educating and Communicating Benefits

12. Most Important Factors Considered in Choosing and Enrollment Platform

13. 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. Preferred Method of Payment

7. Preferences for Learning about Voluntary

8. Enrollment Methods

9. Satisfaction with Enrollment

10. Online Capabilities


D. The Broker Viewpoint

1. Respondent Demographics

2. Top Products Sold

3. Enrollment Methods

4. Enrollment Fees

5. Voluntary Carriers Used

6. Needed to be More Successful with Voluntary



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