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.
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 examines the compensation practices for voluntary reps for 22 of the top voluntary/worksite marketing carriers.
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.
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©
Current Eastbridge Frontline™ Reports:
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
Voluntary Product Trends
Marketing and Sales Practices of Voluntary Carriers
Employee Perspectives: 2020 Voluntary Enrollment and the COVID-19 Pandemic
Voluntary/Worksite Marketing: An Executive Perspective
Voluntary/Worksite and COVID-19: Updated Carrier Views
Updated Broker Perspectives on the COVID-19 Pandemic and Voluntary
Situs State Regulation Practices of Voluntary Carriers
Employer Perspectives on the COVID-19 Pandemic
Enroller Perspectives on the COVID-19 Pandemic and Voluntary
Broker Perspectives on the COVID-19 Pandemic and Voluntary
Voluntary/Worksite Carrier Responses to the COVID-19 Pandemic
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.