Overview
Understand what drove the AEP and what it means.
For nearly 20 years, the Medicare Shopping and Switching Study has been the industry’s gold standard for senior consumerism during the AEP. Product managers, marketers, distributors, agencies, and consultants await it each year because it traditionally marks the start of next year’s decision-making.
*Local Market Add-On – Available for this study!
Our local market oversample studies show how beneficiaries in specific service areas uniquely behave compared to the national data, providing plan managers with deeper insight for nuanced product, marketing, and sales needs. The local market oversample for this study is for the analysis of AEP shopping and switching.
What’s New
- Inter-coverage switching analysis. After several years of historic disruption, why hasn’t there been more MA-to-MedSupp switching, or MedSupp-to-MA?
- MedSupp switching deep dive. Compares switch rates in birthday-rule and non-birthday-rule states. It also examines the health and utilization profiles of MedSupp switchers in each.
- Consumer trust analysis. Shows how benefit disruption has affected trust in consumers’ own carriers and in the market overall. It also shows where carriers are succeeding or falling short at building that trust, and what it means for AEP consumerism.
- A new two-part AEP-OEP analysis. Along with the core AEP report, purchasers now receive an OEP addendum, the 2027 Open Enrollment Period (OEP) Addendum Study: MSS Part 2. It illustrates consumerism across the January to March OEP.