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Episode III What’s Included in the CD Database Version?

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2 Episode III What’s Included in the CD Database Version?

3 AIS’s Directory of Health Plans comes in… A printed book version A CD database version, which comes with a free copy of the printed book ALL the information in the book is on the CD. The CD has the data in Excel, Access, CSV and ASCII file formats. The CD also has additional data not found in the book (more on that later).

4 Free Copy! Book Only vs. CD Version Electronic files allow you to sort, filter and export the data for your specific purposes Unlimited license to use the convenient mailing lists provided — or create your own lists using parameters defined by you A PDF version of the book allows for fast keyword searching Plus…. Book VersionCD Version Handy desktop reference for quickly looking up the executives and enrollment profile of any particular health plan Selected charts, rankings and analyses are done for you on a national and state level INCLUDED WITH CD PURCHASE

5 Book Only vs. CD Version Book VersionCD Version …the added functionality of the CD can save $$$$ for your business Additional data not published in the book Easy-to-use — Files come in Excel and other standard formats that you already know how to use Files import seamlessly with your own proprietary software or other popular systems CD includes full support for helping you understand and use the data accurately Less expensive than CD version — List price is $682 vs. $1,695 list price for the CD, but… Free Copy!

6 Who Needs the CD Version? Vendors trying to sell goods and services to health insurers Identify top-level executives by job function, to know who is the best person to approach with your proposals Quickly analyze your specific markets to identify potential targets for each salesperson on your team — evaluate by state, risk status, sector and product type to see which companies are your best targets Use the full mailing lists provided, or filter/sort for your own purposes — by job function, company, state, market share, etc. and IMPORT directly into your preferred software system Use Subsidiary Addendum.xlsx and Parent Company.xlsx spreadsheets to add to your insight about the product offerings and company structure of potential clients or partners

7 Who Needs the CD Version? Insurers and consultants analyzing health insurance markets Quickly analyze your existing markets to identify competitors and opportunities for your insurance products — evaluate by state, risk status, sector and product type Track enrollment trends and identify opportunities for market expansion Use Subsidiary Addendum.xlsx and Parent Company.xlsx spreadsheets to add to your insight about product offerings and company structure of major health plans in each market Rank health plans nationally or by state, by whichever factors are most relevant to your analyses Learn local trends and preferences — and leaders — in each state

8 What Types of Questions Can Be Answered With the Data on the CD? Which health insurer is the largest in a particular region? Who offers a Medicaid HMO in my market? Medicare? Which are the leading companies by Risk enrollment in my state? Where do my competitors rank by enrollment in my markets? What % of covered lives are enrolled in for-profit plans? Individual (non-group) plans? Risk-based plans? POS plans? Non-risk (ASO) plans? Public-sector plans? Medicaid HMOs? Commercial PPOs? Publicly traded corporations? More…. AIS’s Directory of Health Plans is the foremost authority on health plan enrollment statistics Which plans have a lot of ASO business in my market? Who is selling individual products in my market? How much? Which states should we expand to next?

9 What Types of Questions Can Be Answered With the Data on the CD? AIS’s Directory of Health Plans is the foremost authority on health plan enrollment statistics The limited national market analyses provided in the book is only the tip of the iceberg…just a hint as to the potential of this powerful and comprehensive database. YOUR company’s needs are unique — truly significant marketing advantages can be gained only through CUSTOMIZED analyses. The CD lets you perform your own custom queries, filters, searches and sorts to get precise answers to YOUR questions. Quickly get the answers you need to make the best decisions possible for YOUR company. Time is money (especially YOUR time, right?)

10 Is it Easy to Use the CD? CD files are in regular Windows formats — no special software to learn

11 Is it Easy to Use the CD? AIS offers full support to make sure you understand the data accurately and use it appropriately for your specific projects. AIS’s Directory of Health Plans provides thorough explanations of each type of enrollment in the Introduction section of the book (also in PDF on the CD). If your question is not addressed in this material, a quick phone call to our knowledgeable editorial staff will clear things up. The Data are in Excel, and other popular file formats

12 Don’t forget to read FieldLists.pdf and EnrollmentFieldHierarchy.docx to fully understand the meanings of each data field! Folders contain the raw data Directory of Health Plans.pdf — is a PDF version of the printed book — easy to search and transport MCOsbyState.pdf — provides the full listing for each plan in each state — easily access all the plans for your state in one place Is it Easy to Use the CD?

13 Read the Introduction tab to learn what each list includes Is it Easy to Use the CD? Each file has an Introduction to fully explain which data is included in each worksheet

14 The CD contains everything you or your IT department need to know to link the tables when you import them into any software. Is it Easy to Use the CD?

15 Spreadsheets Developed for the CD Only Convenient mailing lists Total enrollment by company, by state Enrollment breakdowns, rolled up by parent organization Total enrollment and market penetration by state Checkbox indicating whether a company is a Blue Cross and Blue Shield affiliate Total number of physicians (PCPs) and hospitals (acute-care) in health plan networks Additional Data Fields Included on the CD Only Spreadsheets for specific market sectors: Breakdowns by company, by state, of commercial enrollment only Breakdowns by company, by state, of Medicare Advantage enrollment only Breakdowns by company, by state, of Medicaid HMO enrollment only Breakdowns by company, by state, of FFS Medicaid enrollment only All of the above enrollment types, broken down by company, by state Data Available on the CD ONLY

16 Subsidiary Addendum Excel workbook with: Worksheets featuring enrollment for 18 large national companies with multi- state service areas Lines for distinct subsidiaries/units by state, with enrollment breakdowns by type of product Researched separately — not available in the book

17 Data Available on the CD ONLY Subsidiary Addendum Excel workbook with: Worksheets featuring enrollment for 20 large national companies with multi- state service areas Lines for distinct subsidiaries/units by state, with enrollment breakdowns by type of product Parent Organizations spreadsheet with: Total enrollment, by product and type, for all subsidiaries, and corporate address, phone and CEO for 39 large national organizations CD only!

18 MCO Enrollment Breakdowns.xlsx includes ADDITIONAL data from our source material… 5 Excel worksheets each offer a different subset of enrollment data by state… MORE Data Available on the CD ONLY

19 All known health insurers and PPO networks operating as of Jan. 1, believed to fit the criteria of the database are included. Inclusion is not optional. Companies are surveyed by AIS staff between Oct. 1 and Dec. 31 of the year preceding the date of the Directory. AIS researchers are specially trained to understand enrollment terminology and how membership is counted by plans. Each organization is contacted and offered options to fill out an online or paper form, or to provide information via , fax, mail or via telephone interview. Data provided directly by companies is deemed the most accurate and up-to-date information. For companies that do not return a survey, or where blanks are left on responses, researchers endeavor to complete the record through other means. Survey data is audited against public records as available. Fully insured commercial HMO enrollment is audited against state insurance department filings. Medicare enrollment is audited against Centers for Medicare and Medicaid Services (CMS) records. Medicaid enrollment is verified with state Medicaid agencies. Records are supplemented by data from company websites, SEC filings, press releases and news reports. AIS’s Directory of Health Plans is the foremost authority on health plan enrollment statistics Methodology Q: How Can AIS Get Such Comprehensive Participation from Health Plans? A: As the publishers of Health Plan Week, and many other long-running, highly respected industry publications, AIS has established relationships with all the major health insurers. Additionally, AIS’s Directory of Health Plans is the official directory resource of America’s Health Insurance Plans (AHIP), the trade association representing health insurance companies.

20 Ready to Order AIS’s Directory of Health Plans? Order Via Our Website at Or call Customer Service at (800) Still Have Questions? Our Customer Service Representatives will gladly put you in touch with our technical editors to make sure you have a full understanding of the database and how to apply it to your specific projects. Call us! View Episode 1 for more information about what is included in AIS’s Directory of Health Plans. View Episode 2 for more information about how to use the Directory to research details about insurance companies. View Episode 4 for more information about using the contact data and mailing lists.


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