Eastbridge publishes four types of 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.
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.
This report provides a general overview of the voluntary term life market and then examines, in detail, the voluntary term products of 23 carriers active in the market and includes data about their structure, underwriting, differentiators and results, as well as current obstacles and future trends.
This report pulls together research from multiple surveys and puts all the small case (10 to 99 employees) market information together in one place. It specifically provides an overall market review followed by perspectives of the key stakeholders in the voluntary/worksite market — the employer, employee, and broker.
This report provides detailed information on the various online services for 35 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, as well as recent changes and improvements and current and future trends for online customer services.
This report examines the administrative practices of 35 carriers in the voluntary market. It includes important information about administration structure, policy issue, service standards, capabilities, and current and future trends.
This report provides information on key billing practices for 31 carriers active in the voluntary/worksite market. Some of the topics covered include employer billing and payment options, standard billing modes, single billing capabilities, self-billing practices and trends and employee direct billing services and processes.
This report examines enrollment and benefit technology partnerships from the perspective of 34 carriers and 11 technology partners in the voluntary market.
This report examines the current voluntary hospital indemnity market and profiles 26 carriers, representing 29 different hospital indemnity and supplemental medical products.
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.
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©
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:
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
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.
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.