Medicare Portfolio Analysis

Know your best Markets and Prospects before and during AEP to maximize the ROI of your sales, retention and upgrade campaigns

Medicare Health Plans use Portfolio Analysis to target their marketing and lead spend where they are more likely to win before and during AEP. Just as importantly, we identify "At Risk" markets that require a strong retention or upgrade campaign to maintain current membership levels.

How it works:

We use historic CMS enrollment and plan design data and competitive market intelligence to provide Medicare Health Plans with a predictive model for who they should target for sales, retention and upgrade campaigns at the county and member level. As a result, top Health Plans know exactly where they should be focusing their marketing and lead dollars and whom to target by age, prescriptions and/or medical conditions. Health Plans using MMB Portfolio Analytics can dramatically reduce enrollment acquisition costs and overall marketing and lead spend.

Market-Level Portfolio Analysis

Our Market Analysis service provides carrier-level market insights using the health plan’s plan design and pricing information. MMB provides competitive market intelligence across every county and against the entire market to determine where your plans are the most competitive before AEP enrollment begins. Know where your plans are most competitive in terms of premium, RX costs, plan benefits and estimated OOPC and so you can target your marketing and lead spend in counties where you are more likely to win.

Member-Level Portfolio Analysis

Our Member Analysis service provides an additional layer of insight based on the Health Plan’s member-level information. MMB can identify the best prospects for your health plans. Health Plans can now target marketing and lead spend at the county level based on shoppers’ age, gender, RX and medical conditions. Now you can focus your marketing efforts on specific shopper profiles to drive better enrollment conversions at lower cost.

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