Research Products

Our Syndicated Health Insurance Research Offerings

Senior Market Insights Service

Since 2005, more than 130 insurance carriers — and almost as many agencies and consultancies — have turned to our Senior Market Insights Service (SMIS) for timely, reliable Medicare consumer insights.

Our experience-focused SMIS reports have become the industry standard for anyone developing, marketing, or selling within the senior health insurance product landscape.

In fact, 48 of the nation’s top 50 Medicare Advantage carriers and 15 of the top 20 Medicare Supplement carriers rely on Deft’s SMIS reports for actionable insights.

To learn more about Deft’s studies or to discuss custom research opportunities, scroll to the bottom of the page and complete the form.

SMIS Studies:

SMIS 2024 Product Catalog

Commercial Market Insights Service

Deft Research has been surveying consumers, employees, and employers in both the Group Health Insurance and Individual and Family Plan (IFP) markets since the Affordable Care Act (ACA) was passed in 2010.

Today, our Commercial Markets Insights Service continues its focus on consumers in non-government health insurance programs. These annual surveys identify trends in the ACA market and generational differences in benefit preferences. As a result, we provide you with timely, actionable insights that help guide your critical business decisions.

To discuss any of the following study packages, please contact us by completing the form at the bottom of the page.

The Commercial Market Insights Service includes the following:

CMIS 2024 Product Catalog

Life Insurance Final Expense

For nearly 20 years, Deft Research has been a leading source for insights into the attitudes, opinions, and behaviors of key health insurance decision-maker populations, including consumers, agents, and brokers, and plan stakeholders in the senior market. Now Deft Research is paving the way for other, non-health insurance carriers looking to develop, market, or sell their products by publishing its first ever life insurance study.

Included with each of our syndicated national research offerings

Each study contains 70+ pages of data, charts, and powerful insights into the Medicare, ACA, and Medicaid markets from expert researchers and consultants.

In addition to Deft on Demand videos that accompany all 2023 SMIS study purchases, our experts can bring the study to life with either a virtual or on-site SMIS or CMIS study presentation.

Each study comes with up to three hours of analyst time to provide you custom views of the data.

HELPFUL CUSTOM ADD-ON: Many of our health insurance clients choose to purchase a local market oversample study. To learn more and determine if this service is feasible within your service area, please contact a Deft Client Services associate.

Qualitative Research Services

Qualitative research opens a new, rich dimension for understanding the insurance marketplace. When paired with quantitative research, they form a powerful combination that can enhance and strengthen each approach.

Compared to the parameters that inform quantitative research, a qualitative approach is open and exploratory. It allows us to cast a wider net to better understand what consumers think and feel.

It also offers you a great starting point. If you don’t know where to begin, qualitative research can help you determine where to focus and inform your strategies. By simply adding one of our quantitative studies, you can further validate any gleaned insights.

Explore our list of services here.

Custom Research Offerings

From member experience and acquisition to product design, Deft Research has you covered

Did you know that Deft offers custom research? Leverage Deft’s industry expertise, experience, and national research to help you take more informed action in an ever-evolving, competitive landscape.

When properly designed, custom research both informs and supports your decision-making by reducing uncertainty and financial risk. And when it’s tailored to your company’s strategy and circumstances, company leadership can make more informed and confident strategic decisions.

Since 2005, our custom research has helped clients develop better products, retain members by improving member service, enhance processes to support higher quality ratings, and acquire new members through stronger marketing and brand strategies. Explore our custom offerings below.

Local Market Oversample Services

Local market versions of our national studies provide an analysis tailored to your needs by surveying the general population in a local market. These studies are generally completed four to six weeks after the corresponding national studies and can be delivered either as PowerPoint reports or Excel tables.


Some markets may not be available for a local market oversample. Please contact your Deft Research associate before placing a local market order to assess the sample feasibility.

SMIS Local Market Oversample Studies

  • Medicare Shopping and Switching Study
  • Medicare OEP and Disenrollment Prevention Study
  • AEP Gut Check Study
  • Medicare Member Experience Study

CMIS Local Market Oversample Studies

  • Individual and Family Plan Shopping and Switching Study
  • Individual and Family Plan Member Experience Study

Our process always starts with listening. To schedule a strategy call, complete the contact form below.