Monthly planYour pick
Enterprise plan
The problem: The numbers sit in public government and financial records, each on its own release date, and your team finds the shifts late.
$2,000 per month, or $20,000 a year (two months free).
Six month minimum
All states every month, up to 3 Company Trackers, the national October kit and stars change sheet, a February landing report, 1 Claim Check a quarter, 1 full brief and 2 short questions a month, the AEP 2027 County Kit for FMOs for every state, AEP County Kits and County Sheets for every state, 10 Agent Desk seats for your own agents, and a feed key for every state
At list prices these parts add up to $114,300 a year. Enterprise is $20,000 a year. Add ons at list price: another Company Tracker $350 a month, another Claim Check $1,200, another Business Question Brief $750, another Agent Desk seat $990 a year.
Every Friday, the week's most important Medicare number, charted and explained in plain English. Read it in two minutes. Sent by email.
Your FMO, agency or company can pay. Name the billing contact in the form and we send the invoice there.
See the sample report
Turnaround: Within 3 business days of each CMS monthly release. Brief and Claim Check in 5 business days
Monthly planYour pick
Group plan
The problem: Your team works three states and watches one rival, and everyone pulls their own numbers.
$750 per month, or $7,500 a year (two months free).
Three month minimum
Up to 3 states every month, 1 Company Tracker, October kits with the share license, a February landing report, 2 briefs a month, and a feed key for your 3 states
Every Friday, the week's most important Medicare number, charted and explained in plain English. Read it in two minutes. Sent by email.
See the sample report
Turnaround: Within 3 business days of each CMS monthly release. Briefs in 5 business days
Monthly planYour pick
State Desk
The problem: Your state’s market moves every month, and you have no time to pull the CMS file yourself.
$250 per month, or $2,500 a year (two months free).
Three month minimum
One state’s County Market Report every month, the AEP County Kit in October, a February landing report, one short question a month, and a feed key for your state’s JSON file
Our promise: Name your question on the call or in your first email. If your first report doesn’t answer it, your first month is free.
Every Friday, the week's most important Medicare number, charted and explained in plain English. Read it in two minutes. Sent by email.
See the sample report
Turnaround: Within 3 business days of each CMS monthly release
Start hereYour pick
AEP 2027 Agent Sales Playbook
The problem: A missed special enrollment period loses the enrollment, and one compliance miss costs a charge back or your appointment.
$49.99 one time.
Pro: $99.99, with county worksheets, call scripts and a plan change checklist. What you pay counts toward the Agent Desk
All 38 special enrollment periods and every federal sales rule, each with its CFR number, a one page SEP table and a call checklist, plus which plans end for 2027
Your agency or FMO can pay for this. Add their billing email to your note and we send the invoice to them.
Buy the playbook, $49.99Buy Pro, $99.99
Questions? Ask about the playbook
Turnaround: We email you the PDF after you pay
Yearly planYour pick
Agent Desk
The problem: Your clients’ plans change every year, and you find out when they call you.
$990 a year, paid once.
Up to 10 counties in one state
A report on your counties every month, the AEP County Kit with the crosswalk sheet for those counties in October, and a February landing report
Every Friday, the week's most important Medicare number, charted and explained in plain English. Read it in two minutes. Sent by email.
Your agency or FMO can pay for this. Add their billing email to your note and we send the invoice to them.
See the sample report
Turnaround: Within 3 business days of each CMS monthly release
MonthlyYour pick
Company Tracker
The problem: You learn about an insurer’s member and star moves on its earnings call.
$350 per company, per month.
Three month minimum
One insurer’s members, plans, counties and stars every month, next to its SEC count
Every Friday, the week's most important Medicare number, charted and explained in plain English. Read it in two minutes. Sent by email.
See the sample report
Turnaround: Within 3 business days of each CMS monthly release
BriefYour pick
Business Question Brief
The problem: You need one sourced answer, and nobody on the team knows the CMS files.
$750 per brief.
Briefs come with the Group and Enterprise plans
One question answered from public government and financial records, with a Check sheet
Every Friday, the week's most important Medicare number, charted and explained in plain English. Read it in two minutes. Sent by email.
See the sample report
Turnaround: 5 business days after you approve the scope
CheckYour pick
Claim Check
The problem: A company quotes a member number, and you can’t check it without matching monthly CMS files.
$1,200 per claim
Know if a company’s member claim matches CMS files
Every Friday, the week's most important Medicare number, charted and explained in plain English. Read it in two minutes. Sent by email.
See the sample report
Turnaround: 5 business days after you approve the scope
ReportYour pick
County Market Report
The problem: Share in your state moves every month, and you see it late.
$450 per state, any month of the year
One state’s members gained and lost by county and insurer, insurer share, stars and plan counts, from the latest CMS monthly file
Every Friday, the week's most important Medicare number, charted and explained in plain English. Read it in two minutes. Sent by email.
Turnaround: 2 business days after you approve the scope
EntryYour pick
State Report
The problem: You want one state’s picture before you commit to a plan.
$49 per state, one time.
Sample: /data/demo/state/
One state in three pages: members, who holds them, plans that end for 2027 and star changes, with a Check sheet
Every Friday, the week's most important Medicare number, charted and explained in plain English. Read it in two minutes. Sent by email.
Turnaround: 2 business days after your order
ScopedYour pick
Custom question
The problem: Your question doesn’t fit any product on this page.
From $1,500 quoted after scope
Your question answered from public files, or no charge
Every Friday, the week's most important Medicare number, charted and explained in plain English. Read it in two minutes. Sent by email.
Turnaround: Agreed in the scope, usually 5 to 10 business days
KitYour pick
AEP 2027 County Kit
The problem: AEP closes Dec 7, and you still don’t know which of your clients lose their plan.
$450 per state.
All states: $1,500
Know which plans end in your counties, how many members they hold, where CMS moves them for 2027, and what is still sold
Our promise: Order by Nov 30, 2026. If your kit arrives after Dec 1, 2026, it is free: we refund the full price and you keep the files.
Kit bonuses: Spanish summary, Star Shift sheet, 4 chart cards, one free month of the State Desk, and a February Landing Report for kits bought by Dec 7.
Every Friday, the week's most important Medicare number, charted and explained in plain English. Read it in two minutes. Sent by email.
See the sample report
Turnaround: 2 business days after you approve the scope
FMOYour pick
Kit for FMOs
The problem: Every agent asks for their own counties, and you build each list by hand.
$1,500 per state.
Share it with every agent you contract
Every county your agents sell in, in one file you can share
Every Friday, the week's most important Medicare number, charted and explained in plain English. Read it in two minutes. Sent by email.
See the sample report
Turnaround: 2 business days after you approve the scope
SheetYour pick
County Sheet
The problem: You want to see our work on one county before you buy more.
$49 per county.
Counts toward a kit within 14 days. First 5 agents free, for a quote we can use
One county’s ending plans and what is left, checked
Every Friday, the week's most important Medicare number, charted and explained in plain English. Read it in two minutes. Sent by email.
See the sample report
Turnaround: 1 business day after you approve the scope