Welcome back, Maya.
AEP 2027 is underway. Here's your prioritized view across outreach, scheduling, and enrollment readiness.
350 active in book of business
What feeds the high switch-risk score?
A directional model built by Marketing & Insurance Product. It is not an eligibility or plan-suitability determination.
- Plan-change sensitivity history
- Provider / pharmacy network disruption indicators
- Prescription drug cost sensitivity
- Recent service or friction signals
- Prior AEP shopping behavior
- Local competitive pressure
- Recency of agent contact
Real implementation would need carrier data feeds, member consent, and model governance review.
Premier Priority tier
31% booked rate · 46 open slots
58% click · 11 booked from SMS
AEP retention & enrollment funnel
From prioritized members to documented enrollment actions.
Booking window capacity
Booked vs available.
Switch-risk distributionWhat feeds the high switch-risk score?
A directional model built by Marketing & Insurance Product. It is not an eligibility or plan-suitability determination.
- Plan-change sensitivity history
- Provider / pharmacy network disruption indicators
- Prescription drug cost sensitivity
- Recent service or friction signals
- Prior AEP shopping behavior
- Local competitive pressure
- Recency of agent contact
Real implementation would need carrier data feeds, member consent, and model governance review.
Across 350 assigned members.
Appointment outcomes
Active AEP cycle.
Retention vs acquisition
Two parallel funnels.
- Assigned members350
- High-risk members42
- Outreach sent78
- Appointments booked24
- Retained / no change14
- Enrollment follow-up8
- New leads65
- Contacted41
- Booked14
- Completed6
- Enrollment action started4
The five highest switch-risk members in your book this week.
PCP network disruption + high Rx sensitivity
Provider network change + new chronic condition
Drug tier change + preferred pharmacy impact
LIS status change + frequent service calls
Premium increase signal + Rx sensitivity