Selligence Portfolio Sample
Competitive Intelligence Briefing

Three Competitors Are Collapsing.
Here's How to Capture 12,000 Members.

A behavioral intelligence analysis of the regional Medicare Advantage landscape, identifying displacement opportunities and recommended broker activation strategies.

Prepared For Regional Health Plan (Anonymized)
Period Q2 2026
Classification Confidential
Prepared By Selligence Intelligence Engine
Executive Snapshot

The Market Is Moving. Fast.

Three competing plans in your primary market received CMS quality ratings below 3.0 stars this cycle. Combined, they hold 12,400 members who will receive low-performing plan notices within 60 days. This is a once-in-three-years displacement window.

12,400
Members on low-performing plans
▲ 3,200 vs. last cycle
4.2☆
Your current CMS quality rating
▲ 0.3 vs. prior year
58
Days until SEP enrollment window
$2.4M
Projected annual revenue at 30% capture
New revenue stream
Competitor Vulnerability Map

Who's Bleeding — and Where

Our intelligence engine monitors CMS filings, network changes, agent channel activity, and member complaint data weekly. Here's the current battlefield.

Competitor Members Star Rating Status Threat Level Key Vulnerability
National Carrier A 6,800 2.5 ☆ Collapsing Low Lost 2 hospital systems from network; agent commission cuts 15%
Regional Plan B 3,200 2.0 ☆ Collapsing Low $340M quarterly loss; exiting 4 counties in your market
Startup Plan C 2,400 2.5 ☆ Declining Med Underfunded; agent satisfaction scores below 60%
National Carrier D 18,500 3.5 ☆ Stable Med Premium increase 12% YoY; benefit reductions in dental/vision
Centene Subsidiary 9,200 4.0 ☆ Growing High Aggressive D-SNP expansion; 18.5% YoY growth; watch closely
Behavioral Intelligence

What Makes Displaced Members Switch

We analyzed 2,400 plan-switching decisions from the last two enrollment cycles. These are the behavioral triggers that actually drive conversion — not what members say in surveys, but what they do.

Fear of Losing Their Doctor

73% of members who switched cited "keeping my doctor" as the #1 factor. Not price. Not benefits. The doctor relationship. Your messaging must lead with network stability — "Your doctors are already here."

Behavioral Lever: Loss Aversion

The 48-Hour Decision Window

Members who receive a low-performing plan notice make their switching decision within 48 hours — or they don't switch at all. Your broker outreach must happen in the first week after notices drop, not the third.

Behavioral Lever: Urgency + Default Bias

Broker Trust Outweighs Brand

68% of displaced members chose their new plan because a broker they already trusted recommended it — not because they researched plans online. Activate your top 50 brokers NOW, before competitors arm theirs.

Behavioral Lever: Social Proof + Authority

The "$0 Premium" Anchor

Members displaced from plans with premiums of $30-60/month will anchor against their current cost. A $0 premium plan creates a perceived savings of $360-720/year — even though they're comparing apples to oranges. Lead with the number.

Behavioral Lever: Anchoring + Framing
Market Intelligence

Three-Year Enrollment Trajectory

CMS enrollment data shows the competitive landscape shifting in your favor — if you act on it.

MA Enrollment by Organization — Primary Market (2024-2026)
0 5K 10K 15K Q1 2024 Q1 2025 Q1 2026 Your Plan National Carrier A Centene Subsidiary (watch)
Strategic Recommendations

The 60-Day Playbook

Five actions, prioritized by impact and urgency. Each recommendation includes the behavioral science principle driving the tactic and projected member capture.

1

Arm Your Top 50 Brokers — This Week

Create personalized battlecards for each broker showing: which of their clients are on collapsing plans, the specific benefits comparison, and a one-page talking script. Brokers with pre-built tools convert at 3.2x the rate of brokers left to figure it out alone.

Projected capture: 2,800 members | Behavioral lever: Reduced friction + Authority
2

Launch "Your Doctors Are Already Here" Campaign

Direct mail + digital ads targeting ZIP codes with highest concentration of displaced members. Lead with provider directory — not price, not benefits. Provider continuity is the #1 switching trigger we identified.

Projected capture: 1,600 members | Behavioral lever: Loss aversion + Status quo bias
3

Host 12 Community "Plan Review" Events

Not sales events — "plan review" events at senior centers, libraries, and faith-based organizations. Members who attend in-person events enroll at 4.7x the rate of digital-only prospects. Use the word "review," not "switch."

Projected capture: 900 members | Behavioral lever: Commitment + Social proof
4

Deploy Automated Competitor Monitoring

Our intelligence engine will track National Carrier A's network changes, agent commission updates, and member complaint filings daily. You'll know about their next move before their own brokers do.

Ongoing advantage: 2-3 week lead time on competitor intel
5

Prepare Centene Counter-Strategy

While three competitors weaken, Centene is growing 18.5% YoY in your market. Their D-SNP expansion is the real long-term threat. We recommend a dedicated analysis of their benefit structure and agent incentive program within 30 days.

Strategic defense: Protect existing 18,500-member base from emerging threat
Methodology

How We Built This Intelligence

This isn't a report assembled from Google searches. It's the output of a continuous intelligence engine that monitors, analyzes, and recommends — every day, automatically.

Data Sources

CMS enrollment filings (monthly), CMS star ratings (annual), state regulatory filings, competitor website monitoring (daily), agent channel intelligence (weekly), member complaint databases, and network adequacy reports.

14 data streams monitored continuously

Behavioral Analysis

Every recommendation is grounded in behavioral science — not just market data. We analyze how people actually make healthcare decisions, not how they say they do. Cialdini's principles, Kahneman's loss aversion, and Fogg's behavior model inform every tactic.

Evidence-based persuasion architecture

Continuous Refresh

This briefing updates automatically. New competitor moves, new CMS filings, new enrollment data — our engine processes them overnight and surfaces what matters by morning. You never have to ask for the update. It's already there.

Daily automated intelligence cycle