Eastbridge publishes four types of reports:
Spotlight™ Reports
These reports provide carriers and other insurance professionals with up-to-date, market-sensitive information — on a targeted and cost-effective basis — that can be used to build, refine, or even confirm their business strategies. Approximately 12–15 Spotlight™ Reports are published each year, and we currently have more than 40 studies available covering virtually every voluntary/worksite topic.
Examples of Eastbridge’s latest Spotlight™ Reports include:
Voluntary/Worksite Marketing Industry Snapshot and Competitor Profiles
This report examines the voluntary/worksite marketplace; specifically, annual sales, inforce premium, leading players, products trends, and distribution channels. In addition, the report provides a competitive analysis on the top 10 voluntary/worksite marketing players.
Voluntary Rep Compensation
This report examines the compensation practices and support services for voluntary reps for 20 of the top voluntary/worksite marketing carriers.
Employee Demographic Details: Exploring Attitudes and Behaviors About Voluntary/Worksite Benefits (Generation and Occupation) – MarketVision™—The Employee Viewpoint©
The Employee Demographic Details: Exploring Attitudes and Behaviors About Voluntary/Worksite Benefits (Generation and Occupation) – MarketVision™—The Employee Viewpoint© 2026 report uses the data gathered during the 2025 employee survey to look more closely at how employee attitudes and behaviors towards employee benefits, including voluntary products, vary by demographic components. Specifically, this report looks at the data by generation and occupation.
The Employee Demographic Details: Exploring Attitudes and Behaviors About Voluntary/Worksite Benefits (Income & Presence of Children) – MarketVision™—The Employee Viewpoint©
2026 report uses the data gathered during the 2025 employee survey to look more closely at how employee attitudes and behaviors towards employee benefits, including voluntary products, vary by demographic components. Specifically, this report looks at the data by generation and occupation.
Voluntary Product Development Practices
Products are the lifeblood of the voluntary benefits industry, and keeping products current and competitive is vital to success for any carrier in the voluntary market. This “Voluntary Product Development Practices” Spotlight™ report examines the sources of new product ideas, the role of innovation and differentiation in product development, time frames for product updates and getting to market, and the role and types of additional products (products other than traditional medical, life, disability, supplemental health or cancer coverage) voluntary carriers offer.
Digital Technology and Innovation
This report examines current trends in carriers’ use of technology, with a focus on application programming interfaces and artificial intelligence, innovation carrier rating, and future trends and investments for technology from 22 carriers active in the voluntary/worksite market.
Employee Demographic Details: Exploring Attitudes and Behaviors About Voluntary/Worksite Benefits (Employer Size and Industry) – MarketVision™—The Employee Viewpoint©
The Employee Demographic Details: Exploring Attitudes and Behaviors About Voluntary/Worksite Benefits (Employer Size and Industry) – MarketVision™—The Employee Viewpoint© 2026 report uses the data gathered during the 2025 employee survey to look more closely at how employee attitudes and behaviors towards employee benefits, including voluntary products, vary by demographic components. Specifically, this report looks at the data by employer size and industry.
Voluntary Hospital Indemnity and Supplemental Medical Products
This report examines the current voluntary hospital indemnity market and profiles 32 carriers, representing 33 different hospital indemnity and supplemental medical products sold by carriers active the voluntary/worksite market. Key areas covered include a market overview for hospital indemnity/supplemental medical sales and topics such as product design and benefits, product differentiators and positioning, underwriting, claims, product results and current challenges and future trends.
Voluntary Critical Illness Products
This report provides detailed information from 33 voluntary carriers, representing 34 different voluntary critical illness products. Key areas covered in the report include a market overview for critical illness sales and key customer constituents including employers, employees and brokers. In addition, the report also provides details about topics including the product design and benefits, rates and commissions, underwriting, claims, differentiators, current challenges and future trends.
Online Services of Voluntary Carriers
This report provides detailed information on the various online services for 31 carriers active in the voluntary/worksite market. Topics include the type of services offered for employers/plan administrators, brokers/producers and employees/policyholders, carrier tracking capabilities of these services, recent changes and improvements for portal and online capabilities, and current and future trends for online customer services.
Administrative Practices of Voluntary Carriers
This report provides detailed information on the administration practices for 31 carriers active in the voluntary/worksite market. Some of the topics covered include administration structure and capabilities, policy issue, call center functions and time standards, service capabilities for administrators, employers and employees and current obstacles and future trends for voluntary administration.
Forecasting Voluntary Sales
This report analyzes the current sales environment and future potential sales for the voluntary market. Projections in this report are based on economic models and Eastbridge’s current views of the sales environment.
Broker Perspectives on the Voluntary/Worksite Market
To gain a deeper understanding of broker perspectives within the voluntary/worksite market, Eastbridge carried out two complementary surveys: one as part of the annual NMG Insights Study focused on voluntary benefits, and another in collaboration with Voluntary Advantage. The combined findings from these initiatives form the foundation of this comprehensive report.
Voluntary Benefits in the Large Case Market
This report analyzes the opportunities and current results for selling voluntary benefits in the large employer market (1,000 or more employees).
Voluntary Whole and Universal Life Products
This report provides data on 16 permanent life plans from 15 carriers and is designed to help carriers better understand the universal and whole life voluntary/worksite marketplace. In addition, carriers can also evaluate the competitiveness of their own universal and whole life offering.
Voluntary/Worksite Marketing Industry Snapshot and Competitor Profiles
This report examines the voluntary/worksite marketplace; specifically, annual sales, inforce premium, leading players, products trends, and distribution channels. In addition, the report provides a competitive analysis on the top 10 voluntary/worksite marketing players.
Voluntary Dental Products
The report examines the overall voluntary dental market, provides the product specifics for 16 voluntary dental products and provides general information on carrier results, competitors, trends, and concerns regarding the market.
Voluntary Lapse Rates
This report provides comparative data on the lapse rates (both at the account and employee-level) experienced by 27 carriers active in the worksite/voluntary market.
Voluntary and the Mid-Size Case Market
This report pulls together research from multiple surveys and puts all the medium case (100 to 999 employees) market information together in one place. This report provides an overall market review followed by perspectives of the key stakeholders – the employer, employee, and broker.
Underwriting Practices of Voluntary Carriers
This report examines the overall (versus product specific) underwriting practices of 26 carriers active in the voluntary/worksite market.
Employer Size and Industry Demographics for the Voluntary/Worksite Market – MarketVision™ — The Employer Viewpoint©
This segmentation report delves deeper into the 2024 MarketVision™ report findings.
Billing Practices of Voluntary Carriers
This report examines billing practices of 33 carriers.
Voluntary and the Small Case Market – Updated for 2024
This report focuses on small employer market insights.
Claims Integration and Automation Practices of Voluntary Carriers
This report examines claims processing and automation.
Field Structure and Distribution of Voluntary Carriers
This report provides an overview of distribution structures.
Voluntary Personal Injury Accident Products
This report examines the voluntary accident market.
Understanding Voluntary Participation Rates
This report provides comparative participation data.
Enrollment and Technology Funding Practices of Voluntary Carriers
This report examines enrollment and funding approaches.
To purchase Spotlight™ Reports: Call (860) 676-9633 or email [email protected]
Information Partner Exclusive Reports
Eastbridge Frontline™ and MarketVision™ reports are available exclusively to members of Eastbridge’s Information Partner™ program as well as survey participants (for Frontline™ reports) and sponsors (for MarketVision™ reports). These reports are not available for purchase.
MarketVision™ Reports
To support increased understanding of both the voluntary market and key customer groups — employers and employees, Eastbridge publishes detailed MarketVision™ reports every few years for each customer group. The following reports are currently available:
MarketVision™—The Employer Viewpoint©
MarketVision™—The Employee Viewpoint©
Frontline™ Reports
Eastbridge Frontline™ Reports provide timely data on new or breaking topics. Because the facts are often still emerging or are in transition, Frontline™ Reports are brief summaries of the facts as they were when the data was collected. Eastbridge completes approximately four Frontline™ Reports per year.
Current Eastbridge Frontline™ Reports:
Voluntary Benefits Litigation Impacts
Benefit Access and Preferences for Gig and Contract Workers
Voluntary Wellness Benefits
Voluntary Term for Life Products
Voluntary Product Trends
Application Programming Interface & Artificial Intelligence Carrier Practice
Situs State Regulation Practices of Voluntary Carriers
Emerging Voluntary Benefits and Services
Broker Tracking Capabilities of Voluntary Carriers
Updated Employer Perspectives on the COVID-19 Pandemic and Voluntary
Marketing and Sales Practices of Voluntary Carriers
Employee Perspectives: 2020 Voluntary Enrollment and the COVID-19 Pandemic
For information on our Information Partner program, or to participate in future Frontline™ Reports, or to sponsor future MarketVision™ Reports, contact us at (860) 676-9633 / [email protected]
Sales Reports
Eastbridge’s latest Sales Reports include:
U.S. Voluntary/Worksite Sales Report — This report has been published annually since 1999 and includes data from over 60 carriers on voluntary sales overall, by product line, by filing platform, and by distribution/broker segment. We also monitor takeover rates and sales by case size.
U.S. State EPI and ESI Data — This report is an extension of the annual Sales Report. It includes state-by-state sales and inforce data and provides two measures that relate these data to the number of employed Americans in each state.
To participate in our next Sales Survey, please call (860) 676-9633 or email [email protected]