Voluntary/Worksite Marketing Industry Snapshot and Competitor Profiles Spotlight™ Report

Cost: $3,000; published 2024

Whether you are an existing voluntary carrier, or are considering entering the market, it’s important to know the most recent trends and current results by line of business, distribution channels, etc.  It’s also critical to know the top players in the market, including which products they sell through what channels, how they administer the business, and their administrative and technological capabilities.

Eastbridge Consulting Group’s recently released report, Voluntary/Worksite Marketing Industry Snapshot and Competitor Profiles, examines the voluntary marketplace, specifically sales, inforce premium, and product and distribution trends.  In addition, the report provides a competitive analysis on 10 of the top players in the market. Each profile includes (where information is available):

• Business Profile—Corporate structure, years in voluntary/worksite business, financial results/ratings, number of employees in worksite
• Marketing—Importance of worksite business, percent of overall business, average case size, target markets
• Distribution—Channels, commissions, enrollment/re-enrollment method
• Products—Platform, products offered, percentage of business
• Operations—Administration, service, technology

 
[Note: All information presented in the report has been updated for 2024 based on internal and external data and sources; the sales and results data are for year-end 2023.]