Book of Business
Maya Thompson · 350 assigned members across the Chicago Metro market.
Mock data
Book of Business
350
Current year members
High switch-risk
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.
42
Medium switch-risk
100
Low risk retention
208
Prior-year retained
327
Assigned prospects
65
| Member | Plan | Risk | Tier | Risk reason | Outreach | Appointment | SOA | ||
|---|---|---|---|---|---|---|---|---|---|
Eleanor Watkins M-100201 · age 72 · Cook County · 6y tenure | Medicare Advantage Choice PPO | 91 | T1 · Premier Priority | PCP network disruption + high Rx sensitivity | SMS sent | Booked | SOA · Needed — not started | ||
Robert Chen M-100202 · age 68 · DuPage County · 3y tenure | Medicare Advantage HMO | 86 | T1 · Premier Priority | Drug tier change + preferred pharmacy impact | Not started | Unbooked | SOA · Needed — not started | ||
Patricia Gomez M-100203 · age 75 · Lake County · 4y tenure | Dual Complete | 84 | T1 · Premier Priority | LIS status change + frequent service calls | Voicemail left | Pending | SOA · May be needed | ||
Harold Bennett M-100204 · age 80 · Cook County · 8y tenure | Medicare Advantage HMO | 67 | T2 · Standard Review | No contact in 14 months | Queued | Unbooked | SOA · Not required | ||
Janice Moore M-100205 · age 70 · Will County · 2y tenure | Medicare Advantage PPO | 62 | T2 · Standard Review | Benefit comparison requested last AEP | Email sent | Booked | SOA · Complete | ||
Thomas Alvarez M-100206 · age 66 · Cook County · 1y tenure | Medicare Advantage | 33 | T3 · Low Risk Retention | Stable member, low disruption | Scheduled | Unbooked | SOA · Not required | ||
Linda Brooks M-100207 · age 64 · Cook County · 0y tenure | Prospect — Turning 65 | 78 | T4 · Prospect / Lead | Turning 65 in December | Queued | Unbooked | SOA · Needed — not started | ||
Marcus Powell M-100208 · age 71 · Cook County · 5y tenure | Medicare Advantage HMO | 88 | T1 · Premier Priority | Provider network change + new chronic condition | SMS sent | Pending | SOA · Needed — not started | ||
Doris Whitman M-100209 · age 78 · DuPage County · 7y tenure | Medicare Advantage PPO | 82 | T1 · Premier Priority | Premium increase signal + Rx sensitivity | Email sent | Booked | SOA · Sent to member | ||
Henry Sato M-100210 · age 69 · Lake County · 2y tenure | Medicare Advantage HMO | 79 | T1 · Premier Priority | Prior plan dissatisfaction signal | Call task | Unbooked | SOA · Needed — not started | ||
Gloria Stein M-100211 · age 74 · Cook County · 4y tenure | Medicare Advantage PPO | 71 | T2 · Standard Review | Recent service issue resolved | Queued | Unbooked | SOA · May be needed | ||
Walter Reyes M-100212 · age 67 · Will County · 3y tenure | Medicare Advantage HMO | 58 | T2 · Standard Review | High competitor activity county | SMS sent | Booked | SOA · Needed — not started | ||
Marjorie Hill M-100213 · age 82 · Cook County · 9y tenure | Medicare Advantage HMO | 54 | T2 · Standard Review | Annual plan review recommended | Email sent | Unbooked | SOA · Not required | ||
Anthony Carter M-100214 · age 65 · DuPage County · 1y tenure | Medicare Advantage PPO | 48 | T3 · Low Risk Retention | New to Medicare last AEP | Scheduled | Unbooked | SOA · Not required | ||
Beverly Park M-100215 · age 76 · Cook County · 6y tenure | Medicare Advantage HMO | 41 | T3 · Low Risk Retention | Stable member | Scheduled | Unbooked | SOA · Not required | ||
Samuel Johnston M-100216 · age 73 · Lake County · 5y tenure | Medicare Advantage HMO | 37 | T3 · Low Risk Retention | No recent disruption signals | Scheduled | Unbooked | SOA · Not required | ||
Cynthia Reed M-100217 · age 69 · Cook County · 4y tenure | Medicare Advantage PPO | 65 | T2 · Standard Review | Recently moved within service area | Queued | Unbooked | SOA · May be needed | ||
Donald Friedman M-100218 · age 81 · Cook County · 10y tenure | Medicare Advantage HMO | 28 | T3 · Low Risk Retention | Loyal long-tenured member | Scheduled | Unbooked | SOA · Not required | ||
Esther Bloom M-100219 · age 77 · DuPage County · 5y tenure | Medicare Advantage PPO | 73 | T1 · Premier Priority | Three maintenance medications + formulary change | SMS sent | Pending | SOA · May be needed | ||
George Franklin M-100220 · age 64 · Cook County · 0y tenure | Prospect — Plan comparison | 60 | T4 · Prospect / Lead | Find-a-local-agent inquiry | Email sent | Pending | SOA · Needed — not started | ||
Maria Santos M-100221 · age — · Cook County · 0y tenure | Prospect — Caregiver inquiry | 55 | T4 · Prospect / Lead | QR campaign — caregiver researching for parent | SMS sent | Booked | SOA · May be needed | ||
William Howard M-100222 · age 70 · DuPage County · 3y tenure | Medicare Advantage HMO | 52 | T2 · Standard Review | Annual plan review requested via lookup | Email sent | Booked | SOA · Sent to member |