Broker Perspectives on the Voluntary/Worksite Market SpotlightTM Report

Cost: $2,000; published 2026

To gain a deeper understanding of broker perspectives within the voluntary/worksite benefits market, Eastbridge continues to refine its annual broker report to better represent firms offering voluntary products.  This year’s analysis incorporates data from NMG Consulting’s annual Voluntary Insights Study, providing a more comprehensive and current view of broker sentiment. 

The 2026 Broker Perspectives on the Voluntary/Worksite Market report addresses the following topics:

  • Brokers’ current focus on voluntary
  • Voluntary products representing the most sales potential
  • Additional voluntary products brokers sell most commonly
  • Criteria brokers use to switch or select carriers
  • Claims integration definitions
  • Communication and enrollment methods
  • Technology platforms, importance of APIs, and compensation
  • Employer and employee enthusiasm for voluntary products
View Table of Contents

Table of Contents

1.  Executive Summary

A.  Study Information
B.  Executive Summary

2.  Findings

A.  Focus on Voluntary
B.  Case Size Segmentation
C.  Voluntary Products
D.  Bundling
E.  Carriers
F.  Claims Integration
G.  Enrollment/Technology

1.  Communication and Enrollment Methods
2.  Technology Fees
3.  Importance of APIs
4.  Commissions

H.  Influence of Inflation on Enthusiasm for Voluntary

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