Medicare Shopping and Switching Study

Publishes January 31, 2024 | Senior Market

Over the last 16 years, our Medicare Shopping and Switching Study has been the gold-standard industry report for senior consumerism during the AEP. Product managers, marketers, distributors, agencies, and consultants eagerly anticipate its publication because it traditionally signifies the start of next year’s decision making.


Add on a local study – With a larger sample of seniors in a local market, the report illuminates unique characteristics of members in the area and how they deviate from the national data. This helps plan managers analyze results or tailor campaigns to the specific nuances of their local markets. This study is generally completed four to six weeks after the corresponding national study. Contact your Deft Research Client Services associate to assess the sample feasibility in your area.


Obtain Deft’s Medicare Market Assessment for your service area and understand at the county, state or national level which product categories seniors are in and where they could move based on last year’s local switch data (where applicable).


See which plans are growing in your market — and why — through our MA Growth Tracker.

Watch a Segment of the 2024 Presentation

5-Minute Take: 2024 Medicare Shopping and Switching Study

To learn how you can access the presentation’s complete video, please visit our Deft on Demand page.

Visit Deft on Demand