Group and Individual Insurance Market Research

While protection products are incredibly important to safeguard ourselves and our families, consumer understanding of these products and their benefits is limited.

Creating the most valuable products and services in the insurance space is incredibly important, as is being able to communicate their value and market them to individual consumers and employees.

Having more than 30 years of research experience in both the individual and group insurance market, Zeldis has developed a 360-degree approach that includes consumers, employees, employers, and business owners/executives, as well as insurance agents, brokers, and advisors.

We apply qualitative and quantitative research techniques combined with deep insurance knowledge and expertise to help clients understand the preferences, needs, and current influences driving customer and agent/broker choices and translate that into actionable insights to drive business decisions.

Our research expertise includes these plans:
  • Individual Insurance Plans
    • Life
    • Disability
    • LTC
    • Annuities
    • Health insurance, including Medicare
  • Group Plans
    • Health
    • Life
    • Disability (including absence management)
    • Dental
    • Vision
    • Voluntary (critical illness, accident, hospital indemnity, etc.)
    • Pet
    • Identity theft
    • Legal services
Our study experience includes:
  • Journey mapping
  • Product and concept testing
  • Materials testing
  • Ad and message testing
  • Trends and thought leadership
  • Brand assessment and tracking
  • Service evaluations (caller, claims, etc.)
  • Buyer/non-buyer research
  • Technology/portal/website evaluations
  • Market segmentation
Access and engage your most important research audiences

In addition to wide access to an array of consumer research targets (including policyholders, employees, customers/prospects, millennials/Gen Z consumers, pre-retirees/retirees, and others ) Zeldis provides you access and engagement with your most crucial and hard-to-reach to B2B research audiences:

  • Insurance Agents and Brokers
  • Financial Advisors
  • Employee Benefits Managers/ HR Directors
  • Small Business Owners (SBOs)
  • C-Suite/ Business Insurance Decision-Makers (across a variety of industries)
  • Healthcare Providers
  • Office/Practice Managers
Recent Thought Leadership Studies


Sample Clients