Online Services of Voluntary Carriers

Cost: $3,000; published 2025

Keeping up with customer expectations for online capabilities and services is essential for carriers to compete in the voluntary/worksite marketplace and requires flexibility, quality and reliability. Brokers, employers and employees must have confidence in their carrier’s ability to provide the information they need about the voluntary products they sell, offer and own.

 

The “Online Services of Voluntary Carriers” Spotlight™ Report provides detailed information from 31 carriers regarding their online practices including:

  • Online services and capabilities available to employers/plan administrators, brokers/producers and employees/policyholders
  • Carrier tracking capabilities for online services usage for each customer group
  • Recent changes and improvements to online services
  • Current trends for online services
  • Future plans for online services and capabilities

Carriers can use this information to compare their online services and practices with competitors and determine the changes or additions they need to remain up-to-date on key services and trends.

View Table of Contents

1. Executive Summary

A. Report Objectives

B. Methodology

C. Key Findings

 

2. Detailed Carrier Findings

1. Employer/Plan Administrator Online Access

2. Online Services for Employers/Plan Administrators

3. Employer/Plan Administrator Online Services by Case Size

4. Use of Online Employer/Plan Administrator Services

5. Employer/Plan Administrator Online Portal Changes and Improvements

6. Artificial Intelligence Use for Employers/Plan Administrators

7. Broker/Producer Online Product Access

8. Online Services for Brokers/Producers

9. Broker/Producer Online Services by Case Size

10. Use of Online Broker/Producer Services

11. Broker/Producer Online Portal Changes and Improvements

12. Artificial Intelligence Use for Brokers/Producers

13. Employee/Policyholder Online Product Access

14. Online Services for Employees

15. Use of Online Employee/Policyholder Services

16. Employee/Policyholder Online Portal Changes and Improvements

17. Mobile/Web Self-Service Employee Application

18. Artificial Intelligence Use for Employees

A. Current and Future Trends

1. Current Online Administrative and Service Trends

2. Future Online Administration and Service Trends

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