SAMPLES · Data Desk

See the file before you buy it.

Every product below has a sample built from public government and financial records. Open the PDF. Check any number against its source line.

SAMPLE builds, not client work. Built Oct 24, 2026. CMS hides counts of 10 or fewer, so member totals are floors.

See pricing

Year round

Your market, every month

Monthly and yearly plans, plus the one time checks a team buys between them.

State Desk

The problemYour state’s market moves every month, and you have no time to pull the CMS file yourself.

$250per month, or $2,500 a year (two months free). Month to month, cancel anytime.

Cover of the State Desk sample for Florida with a county map of members who have no 2027 plan to land in

Florida county map of Medicare Advantage members gained and lost from September to October 2026

Heat map of insurer share in the 14 largest Florida counties

Florida plans that end for 2027, by insurer, with the ten largest plans

What you get

One state’s County Market Report every month
The AEP County Kit in October
A February landing report
One short question a month
A feed key for your state’s JSON file

Within 3 business days of each CMS monthly release.

In the sample

4 Florida county maps: monthly change, no plan to land in, stars, plan count change
Insurer share and one month change bars
Insurer share by county heat map
Plan type mix and the ten biggest plan moves
Contract stars table and the October kit
County map of MA members per 100 residents 65+ (Census ACS) and an income scatter (BEA)
County map of exits per 1,000 residents 65+
Federal Register box: CMS rules and notices in the last 30 days
County map of uninsured ages 50 to 64 (Census SAHIE) and Social Security beneficiaries 65+ by county (SSA)

Sources: CMS Monthly Enrollment by CPSC (Sep and Oct 2026), Plan Crosswalk, CY2026 and CY2027 plan files, 2027 Star Ratings, MA Penetration. Maps: US Census Bureau cartographic boundary files. Census ACS 2020 to 2024 (table B01001); BEA per capita personal income 2024 (CAINC1); Federal Register API; SSA OASDI Beneficiaries by State and County (Dec 2024); Census SAHIE 2023.

Download the sample PDF (15 pages, 0.7 MB)See pricing Talk to our sales executive

Agent Desk

The problemYour clients’ plans change every year, and you find out when they call you.

$99per month, or $990 a year (two months free). Up to 10 counties in one state.

Cover of the Agent Desk sample with a Georgia county map and 10 metro Atlanta counties outlined

Table and bars of members who must choose a 2027 plan in each of the 10 counties

Plans that end in the 10 counties and where CMS moves members for 2027

Change in plans offered in each county, 2026 to 2027

What you get

A report on your counties every month
The AEP County Kit with the crosswalk sheet for those counties in October
A February landing report

Within 3 business days of each CMS monthly release.

In the sample

Georgia county map with your 10 counties outlined
County table and bars: no plan to land in, moved by CMS
Plans that end and the crosswalk sheet
Plan count change by county
Monthly county report and insurer share bars
Your counties by residents 65+, MA members per 100 seniors, income and chronic disease
Uninsured ages 50 to 64 by county (Census SAHIE) and ZIPs ranked by returns filed by people 60+ (IRS SOI)

Sources: CMS Plan Crosswalk, CY2026 and CY2027 plan files, Monthly Enrollment by CPSC (Sep and Oct 2026), MA Penetration. Maps: US Census Bureau cartographic boundary files. Census ACS 2020 to 2024 (table B01001); BEA per capita personal income 2024; CDC PLACES 2025 release; Census SAHIE 2023; IRS SOI ZIP Code data, tax year 2022.

Download the sample PDF (10 pages, 0.5 MB)See pricing Talk to our sales executive

Group plan

The problemYour team works three states and watches one rival, and everyone pulls their own numbers.

$750per month, or $7,500 a year (two months free). Three month minimum.

Cover of the Group plan sample with county maps of Texas, Florida and Georgia

Three states side by side: table, bars, plan type heat map and plan count change maps

Heat map of parent organization share in Texas, Florida and Georgia

Company Tracker page for Humana in the three states with a five year trend line

What you get

Up to 3 states every month
1 Company Tracker
October kits with the share license
A February landing report
2 briefs a month
A feed key for your 3 states

Within 3 business days of each CMS monthly release. Briefs in 5 business days.

In the sample

Three state county maps: no plan to land in and plan count change
Side by side state table and plan type heat map
Parent share heat map across the three states
One month movers by state
Humana tracker: state bars and a five year trend
Two sample briefs
Federal Register box and a three state table by residents 65+, income and chronic disease

Sources: CMS Monthly Enrollment by CPSC, by Plan and by Contract, Plan Crosswalk, CY2026 and CY2027 plan files, Star Ratings, SEC EDGAR. Maps: US Census Bureau cartographic boundary files. Census ACS 2020 to 2024; BEA per capita personal income 2024; CDC PLACES 2025 release; Federal Register API.

Download the sample PDF (10 pages, 0.5 MB)See pricing Talk to our sales executive

Enterprise plan

The problemThe numbers sit in 15 CMS files and SEC filings, each on its own release date. Your team finds the shifts late.

$2,000per month, or $20,000 a year (two months free). Six month minimum.

Cover of the Enterprise sample with a national county map of members who have no 2027 plan to land in

National county map: share of Medicare Advantage members with no 2027 plan in their county, with the top 10 counties

Competitor share table for the largest parent organizations, October 2025 and October 2026, with a share donut

Heat map of 43 star measures by parent organization, member weighted 2027 stars

What you get

All states every month, by county and insurer
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, with the right to share it
AEP County Kits and County Sheets for every state and county
10 Agent Desk seats you give to your own agents
A feed key for every state
At list prices the trackers, Claim Checks, briefs, kits and seats add up to $114,300 a year. Enterprise is $20,000 a year.

Within 3 business days of each CMS monthly release. Brief and Claim Check in 5 business days.

In the sample

3 national county maps: no plan to land in, plan count change, penetration
State rankings and a state map
Five year enrollment trend by parent
Competitor share table and parent share by state heat map
Plan type mix and star measure heat maps
Plan exit exposure by company and a Claim Check
US county map of exits per 1,000 residents 65+ (Census ACS join)
US county map of adult diabetes (CDC PLACES) with the counties hit hardest
Schedule H community benefit bars for nonprofit hospitals (IRS 990)
Hospital operating margins by Care Compare star rating, urban against rural (CMS cost reports and Care Compare)

Sources: CMS Plan Crosswalk, CY2026 and CY2027 plan files, Monthly Enrollment by CPSC and by Contract, MA Penetration, 2027 Star Ratings, SEC 8-K. Maps: US Census Bureau cartographic boundary files. Census ACS 2020 to 2024 (table B01001); CDC PLACES 2025 release; IRS Form 990 Schedule H (TEOS batches 07A to 09A, 2026); CMS Hospital Provider Cost Reports (HCRIS, FY2023 reports, updated Oct 5, 2026); CMS Care Compare Hospital General Information (Jul 22, 2026).

Download the sample PDF (20 pages, 3.2 MB)See pricing Talk to our sales executive

Company Tracker

The problemYou learn about an insurer’s member and star moves on its earnings call.

$350per company, per month. Three month minimum.

Cover of the Company Tracker sample with a national county map of UnitedHealth share

Four year member trend for the four largest parents and UnitedHealth members by plan type

UnitedHealth contracts by star rating, 2026 against 2027

The 8-K member claim next to the CMS count, with a two year trend

What you get

One insurer’s members, plans, counties and stars every month
Its SEC member count next to the CMS count each quarter
Star changes measure by measure when CMS posts ratings
A one page summary and the file

Within 3 business days of each CMS monthly release.

In the sample

National county map of UnitedHealth share
Four year trend lines, four largest parents
Plan type table and change bars
State share map and top 15 states
Month change by state and county
Plans that end for 2027, by state
Stars by contract and contracts falling below 4
Measure by measure star heat map
CMS count next to the 8-K and 10-Q
Health tech watchlist: FDA 510(k) clearances by company and month, and ClinicalTrials.gov studies by status

Sources: CMS Monthly Enrollment by Plan, Contract and CPSC; SNP Comprehensive Report; 2027 Plan Crosswalk; 2026 and 2027 Star Ratings; SEC EDGAR 8-K and 10-Q. Maps: US Census Bureau cartographic boundary files. FDA 510(k) clearances (openFDA, updated Oct 12, 2026); ClinicalTrials.gov API v2.

Download the sample PDF (12 pages, 1.0 MB)See pricing Talk to our sales executive

Business Question Brief

The problemYou need one sourced answer, and nobody on the team knows the government files.

$750per brief. Briefs come with the Group and Enterprise plans.

Cover of the Business Question Brief sample with a national map of plan changes in rural counties

The question and the short answer, with sourced findings

Metro against nonmetro counties: table and bars by USDA rural urban code

Parents with the most rural members whose plan ends for 2027

What you get

One question answered from public government files: CMS, SEC, Census, CDC and BEA
The short answer first, then the charts behind it
A Check sheet that ties every number to its file
The data file behind every chart

5 business days after you approve the scope.

In the sample

National county map: plan change in nonmetro counties
Metro against nonmetro table
Bars by USDA rural urban code
Map of rural members with no plan to land in
Parents behind the rural exits
The 25 counties with no MA plan left
Rural health page: nonmetro against metro on seniors, income and chronic disease (Census, BEA, CDC)
Rural against urban hospitals: Care Compare star ratings and operating margins (CMS)

Sources: CMS CY2026 and CY2027 plan files, 2027 Plan Crosswalk, Monthly Enrollment by CPSC; USDA ERS 2023 Rural Urban Continuum Codes. Maps: US Census Bureau cartographic boundary files. Census ACS 2020 to 2024; BEA per capita personal income 2024; CDC PLACES 2025 release; CMS Care Compare (Jul 22, 2026); CMS Hospital Provider Cost Reports (HCRIS).

Download the sample PDF (10 pages, 1.3 MB)See pricing Talk to our sales executive

Claim Check

The problemA company quotes a member number, and you can’t check it without matching monthly CMS files.

$1,200per claim.

Cover of the Claim Check sample: the 8-K claim of 935,000 against the CMS count

The claim quoted from the filing and the verdict

Waterfall of UnitedHealth members by plan type, December 2025 to September 2026

UnitedHealth contracts with the largest member changes

What you get

The claim, quoted with its filing and date
The CMS count for the same span, rebuilt from the monthly files
A one line verdict, and why the numbers differ
A Check sheet that ties every number to its file

5 business days after you approve the scope.

In the sample

Claim against CMS count bars
Two year CMS member trend
Waterfall by plan type (our own graphic)
Contract change bars and table
Parent change bars and share bars
Federal Register box: CMS items in the last 30 days

Sources: CMS Monthly Enrollment by Plan and by Contract; SNP Comprehensive Report; SEC EDGAR 8-K (Oct 13, 2026) and 10-Q (Aug 10, 2026). Federal Register API.

Download the sample PDF (8 pages, 0.4 MB)See pricing Talk to our sales executive

AEP 2027

The October and AEP products

Built for the 2027 plan reset. AEP closes Dec 7, 2026.

AEP 2027 County Kit

The problemAEP closes Dec 7, and you still don’t know which of your clients lose their plan.

$450per state. All states: $1,500.

Cover of the Minnesota County Kit sample with a county map of members with no 2027 plan to land in

The 39 plans that end with members in Minnesota

County map of plan changes and the counties with the most members to place

Star Shift sheet: change in member weighted stars by Minnesota county

What you get

Every plan that ends in your counties, and how many members each one holds
Where CMS moves each county’s members for 2027
Every 2027 plan still sold, with the $0 premium count and the MOOP range
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

2 business days after you approve the scope. 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.

In the sample

Minnesota county map: no plan to land in
Plans that end table and insurer bars
Crosswalk sheet: stay, moved, no plan
County map of plan changes with $0 premium and MOOP table
Plans still sold by insurer and MOOP
Star Shift map
Spanish summary and 4 chart cards
Minnesota exits per 1,000 residents 65+, with why Minnesota tops the US list
County map of MA members per 100 residents 65+ and an income scatter
County map of uninsured ages 50 to 64 (Census SAHIE) with Social Security beneficiaries 65+ (SSA)

Sources: CMS 2027 Plan Crosswalk, CY2026 and CY2027 plan files, Monthly Enrollment by CPSC, 2026 and 2027 Star Ratings. Maps: US Census Bureau cartographic boundary files. Census ACS 2020 to 2024 (table B01001); BEA per capita personal income 2024; Census SAHIE 2023; SSA OASDI Beneficiaries by State and County (Dec 2024).

Download the sample PDF (13 pages, 0.7 MB)See pricing Talk to our sales executive

County Sheet

The problemYou want to see our work on one county before you buy more.

$49per county.

Cover of the Hennepin County Sheet sample with a Minnesota county map and where members go for 2027

Plans that end in Hennepin, members by insurer, and plans CMS moves

Every 2027 plan still sold in Hennepin with premium, MOOP and stars

Price, method and the CMS files behind the sheet

What you get

Ending plans with members
Plans still sold for 2027
The CMS file for each number
Counts toward a kit within 14 days. First 5 agents free, for a quote we can use

1 business day after you approve the scope.

In the sample

Minnesota county map with Hennepin outlined
Stay, moved and no plan bars
Plans that end table and insurer bars
Plans still sold by insurer and MOOP, with the full plan table
Hennepin in context: residents 65+, MA members per 100 seniors, income, chronic disease, Social Security beneficiaries 65+ and uninsured ages 50 to 64

Sources: CMS 2027 Plan Crosswalk, CY2026 and CY2027 plan files, Monthly Enrollment by CPSC, 2027 Star Ratings. Maps: US Census Bureau cartographic boundary files. Census ACS 2020 to 2024; BEA per capita personal income 2024; CDC PLACES 2025 release; SSA OASDI Beneficiaries by State and County (Dec 2024); Census SAHIE 2023.

Download the sample PDF (5 pages, 0.4 MB)See pricing Talk to our sales executive

AEP 2027 County Kit for FMOs

The problemEvery agent asks for their own counties, and you build each list by hand.

$1,500per state.

Cover of the Pennsylvania Kit for FMOs sample with a county map of members with no 2027 plan to land in

Heat map of members to place by county and insurer

County map of plan changes with the counties with the most members to place

Sample agent page for Westmoreland County

What you get

The full kit for the state, with every county
The right to share it with every agent you contract
A county by insurer grid of members to place
A page for each county to send to the agents who sell there

2 business days after you approve the scope.

In the sample

Pennsylvania county map: no plan to land in
Plans that end table and insurer bars
County by insurer heat map
County map of plan changes with table
Agent page: stay, moved and no plan bars
Plans still sold by insurer and Star Shift map
Pennsylvania exits per 1,000 residents 65+

Download the sample PDF (9 pages, 0.5 MB)See pricing Talk to our sales executive

See pricing

Texas samples. The State Report, Agent Desk and Business level samples for Texas sit on the Texas samples page.

How we build these. Every chart carries its source file and date. Maps use US Census Bureau cartographic boundary files. Images are our own charts. A gap in a file shows as MISSING, never as a guess.