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.
Go to complete index of Spotlight™ Reports >
Examples of Eastbridge’s latest Spotlight™ Reports include:
This report provides an overview of the various structures and positions carriers have for distribution, sales support, enrollment and ongoing service for 25 voluntary carriers. Carriers can use the data to compare their own distribution structure against other voluntary carriers active in the market.
This report examines the current state of the voluntary accident market and is designed to help carriers better understand the voluntary accident market and the particulars of the plans being currently offered. Thirty-one carriers participated in the report representing 33 different voluntary personal injury accident products.
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.
This report provides comparative data on the participation rates (ex: by group size, product line, etc.) experienced by 29 carriers active in the worksite/voluntary market.
This new report uses the data gathered during the 2023 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, occupation, income and presence of children in the household.
This report examines the enrollment services, methods, preferences and results as well as the approach to technology funding for 29 carriers active in the voluntary/worksite market.
The Employee Demographic Details: Exploring Attitudes and behaviors About Voluntary/Worksite Benefits (Employer Size and Industry) - MarketVision™—The Employee Viewpoint© 2024 report uses the data gathered during the 2023 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.
Eastbridge and BenefitsPRO conducted their first joint survey in 2013 and have updated it annually since then, including the addition of relevant new topics reflecting current trends in the voluntary market.
This report profiles the voluntary short-term disability (VSTD) products for 23 carriers active in the voluntary/worksite market. This information is designed to help carriers better understand the short-term disability voluntary/worksite marketplace and to evaluate the competitiveness of their own VSTD product offering.
This report provides comparative data on takeover business and trends experienced by 30 carriers actie in the voluntary market. Topics covered include takeover business approaches and preferences, detailed takeover practices, takeover percentages by product and case size as well as future trends and strategies regarding takeovers.
This report analyzes the opportunities and current results for selling voluntary benefits in the large employer market (1,000 or more employees).
Carriers, brokers and other industry professionals rely on voluntary market forecasts to inform their business plans and to determine where they should focus their investment and resources.
This segmentation report delves deeper into the 2022 MarketVision™ report findings to identify how benefit offerings, needs and attitudes vary by employer size and industry.
This report provides the latest information on the commissions and compensation practices of 28 voluntary carriers, including commission schedules, vesting requirements, advance practices, bonuses, payment procedures and reporting.
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.
This report provides data on 19 current VLTD plans and is designed to help carriers better understand the long-term disability voluntary/worksite marketplace and to evaluate the competitiveness of their own voluntary long-term disability product offering.
Eastbridge has been surveying worksite executives every other year since 2003 to explore their views on the voluntary/worksite market. The objective is to track executives’ thoughts and insights on the obstacles facing the industry today as well as what they expect for the future and explore executives’ opinions on other topics based on market trends. This year’s report summarizes the responses from the most recent survey from 52 executives representing at least 28 companies and, where appropriate, notes trends or changes from the last study’s findings.
Complete Index of Spotlight™ Reports
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.
Information Partner™ Exclusive Reports
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 Product Trends
Application Programming Interface & Artificial Intelligence Carrier Practice
Situs State Regulation Practices of Voluntary Carriers
Emerging Voluntary Benefits and Services
Benefit Access and Preferences for Gig Workers
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
Voluntary Wellness Benefits
Information Partner™ Exclusive Reports
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 Sales Reports have become the “gold standard” for the voluntary industry. We have more companies participating in these reports and track more data than any other Sales Report for the industry. All carriers involved in the voluntary/worksite business are eligible to participate in the sales reports, and only participants receive a report of the survey findings. Surveys are distributed at the end of January each year.
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]
For more information, please contact us at [email protected] or (860) 676-9633.