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We build each file from public CMS and SEC data with our own tools. We check every number against the file we cite before it ships. Read how we work.
KitReady in 2 business days
AEP 2027 County Kit
For: independent agents and agencies.
Know where your clients’ plans end before Dec 7.
What it does for you
- You know which plans end in the counties you name, and how many members each one holds.
- You see which counties lose the most members, so you know where to put your calls first.
- You see every 2027 plan still sold there, with the $0 premium count and the MOOP range, so you know what is left to offer.
- You see where CMS moves each county’s members for 2027, and which members have no plan to land in and must pick one.
- You skip the hours of sorting CMS files yourself.
What you get
- A Start here page with the numbers for your counties.
- Every ending plan by county, with members.
- A crosswalk sheet: where each county’s members land for 2027, from the CMS plan crosswalk.
- Every 2027 plan still sold, with $0 premium count and MOOP.
- Insurer share, a Star Shift sheet, a Spanish summary and 4 chart cards.
- A Check sheet that ties each number to its CMS file.
The seasonal version of the County Market Report, built for open enrollment.
Ask about a kit
ReportReady in 2 business days
County Market Report
For: agents, FMOs, health systems, investors and vendors who work in one state.
One state’s Medicare Advantage market, any month of the year.
What it does for you
- You see where members rose or fell since the last CMS file, by county and by insurer.
- You see who leads each county and how its share moved.
- You see the star ratings and plan counts in each county, so you plan sales, staff and outreach on the numbers.
- You get it in any month, not only in open enrollment.
What you get
- A Start here page with the numbers that moved.
- Members gained and lost by county and by insurer, from the latest CMS monthly enrollment file.
- Insurer share by county.
- Member weighted stars and plan counts by county.
- A Check sheet that ties each number to its CMS file.
The AEP 2027 County Kit is its seasonal version. It adds the plans that end and what is still sold for 2027.
Ask about a report
FMOReady in 2 business days
AEP 2027 County Kit for FMOs
For: FMOs and agencies with many agents.
One file for every county your agents sell in.
What it does for you
- You see ending plans and members across every county your agents work, in one file.
- You can hand each agent the counties that matter to them before Dec 7.
- One price per state covers your whole agency.
What you get
- The full kit for the state, with every county.
- The right to share it with every agent you contract.
Ask about the FMO kit
SheetReady in 1 business day
County Sheet
For: agents who want to test us on one county.
One county, checked, the next business day.
What it does for you
- You see the ending plans and what is left in one county before you buy more.
- The price counts toward a kit within 14 days.
What you get
- Ending plans with members, plans still sold for 2027, and the CMS file for each number.
Ask about a sheet
CheckReady in 5 business days
Claim Check
For: investors and analysts.
Find out if a company’s member claim holds up in CMS files.
What it does for you
- You know whether a Medicare Advantage member claim matches CMS enrollment, before you act on it.
- You get the numbers and the method, so you can cite it or repeat it yourself.
- You skip matching plans to the parent company across monthly CMS files.
What you get
- A short written verdict with the numbers.
- The method, step by step, and its limits.
- A chart card and the tables behind it.
- The next monthly CMS read on the same company, free.
UnitedHealth said it shrank by 935,000 members since year end 2025. CMS files show 950,503 fewer in Medicare Advantage.
Ask about a check
Monthly3 business days after each CMS release
Company Tracker
For: investors, analysts and plan teams who follow one insurer.
One insurer, read every month from CMS and SEC files.
What it does for you
- You see the company’s members, plans and counties move each month without pulling CMS files.
- You see the member count it reports to the SEC next to the CMS count each quarter, so you see any gap.
- You see its star changes when CMS posts ratings.
What you get
- A one page summary and the file, every month. No dashboard to learn.
Ask about a tracker
BriefReady in 5 business days
Business Question Brief
For: health systems, vendors, digital health companies, investors and consultants.
Bring one question. Get a sourced answer from public CMS and SEC files.
What it does for you
- You get the answer in the first line of the memo, so your team can act on it that day.
- Every number ties to a named CMS or SEC file and its date, so you can defend it in a board deck, a sales plan or an investment memo.
- You skip hiring an analyst and learning CMS files.
- You know before we start whether public files can answer it. If they can’t, you pay nothing.
What you get
- A memo of two to four pages that answers your question.
- A spreadsheet with the tables behind the answer.
- A Check sheet that ties each number to its CMS or SEC file.
- A Spanish summary on request.
Ask about a brief
Monthly plans
Your market, every month.
Each plan runs on the CMS monthly enrollment file. Monthly or annual. Annual plans get two months free. The Agent Desk is sold by the year.
Yearly3 business days after each CMS release
Agent Desk
For: one agent who sells in up to 10 counties in one state.
Your counties, every month, with your AEP kit and crosswalk sheet in October.
What it does for you
- You see which insurers gained or lost members in your counties each month, without opening a CMS file.
- In October you know which plans end in your counties and where CMS moves their members, so you know which of your clients must pick a plan.
- In February you see where members landed after open enrollment.
- You name your counties once. We send the file every month.
What you get
- A report on your counties every month: members gained and lost by insurer, insurer share, stars and plan counts.
- The AEP County Kit for your counties in October, with the crosswalk sheet.
- A February report on where members landed.
- A Check sheet that ties each number to its CMS file.
Ask about the Agent Desk
Monthly3 business days after each CMS release
State Desk
For: one agent, broker, analyst or investor who works one state.
One state’s Medicare Advantage market, every month, with your AEP kit in October.
What it does for you
- You see which counties and insurers gained or lost members each month, without opening a CMS file.
- You see who leads each county, and the stars and plan counts there.
- Your AEP County Kit arrives in October, so you know which plans end in your counties before open enrollment.
- One short question a month answers what the report doesn’t.
What you get
- The County Market Report for your state, every month.
- The AEP County Kit for that state in October.
- A February report on where members landed.
- One short question a month, answered in 3 business days.
Ask about the State Desk
Monthly3 business days after each CMS release
Group plan
For: agencies, FMOs, and small consulting or investor teams.
Three states and one insurer, every month, for your whole team.
What it does for you
- Every agent or analyst on your team sees the county numbers for the states you work.
- In October you get a kit for each state with the right to share it, so you hand each agent their counties before Dec 7.
- You follow one insurer’s members, plans, counties and stars each month, next to the count it reports to the SEC.
- Two briefs a month answer your team’s own business questions.
What you get
- The County Market Report for up to 3 states, every month.
- One Company Tracker, every month.
- AEP County Kits for each state in October, with the share license.
- A February report on where members landed.
- Two Business Question Briefs a month. An unused brief rolls over one month.
Ask about the Group plan
Monthly3 business days after each CMS release
Enterprise plan
For: health systems, vendors, digital health companies, investor funds and health plans.
The national Medicare Advantage market, three insurers and your questions, every month.
What it does for you
- You see every state’s market move each month, by county and insurer.
- You follow three insurers each month, next to the counts they report to the SEC.
- Each quarter you learn whether a public company’s Medicare Advantage member claim matches CMS files.
- You get one sourced desk for Medicare Advantage numbers without building a data team.
- You can put our files in board and client decks with the credit line.
What you get
- The County Market Report for all states, every month.
- Up to 3 Company Trackers, every month.
- The national AEP County Kit and a stars change sheet in October.
- A February report on where members landed.
- One Claim Check a quarter.
- One full Business Question Brief and two short questions a month.
Ask about the Enterprise plan
ScopedTime set in the scope
Custom question
For: anyone with a question public CMS or SEC files can answer.
Your question, answered from public files, or no charge.
What it does for you
- You get an answer you can source, without hiring an analyst.
What you get
- Tables, charts and a short memo with every source.
- No charge if the files can’t answer it.
Ask a custom question