Challenges & Opportunities

Regardless of the positive outlook of the Calisota region, the retirement dollars of seniors on a low and fixed income have been stretched by inflation and it is expected that many will be looking to shop around and switch during AEP. With only 17% of seniors strongly trusting their health insurer and 9% strongly trusting their agent, the industry faces a trust challenge that those who differentiate themselves could potentially turn into a great opportunity. In this competitive industry, every MA Organization and their sales channels are under increasing pressure not only to produce but to also generate leads and increase conversion rates.

Your Focus

This simulation is limited to just one period that is divided into 2 parts. Your focus is to prepare for the fast approaching AEP without completely losing sight of OEP which comes on the heels of AEP. Your focus also includes conducting an analysis of your sales pipeline as well as aligning your teams to outperform the competition. You will need to make several decisions on management, leadership and strategy. For each decision, you will be provided with several alternative solutions with varying implications. You need to weigh the pros and cons of each alternative. Unless noted otherwise, you can only pick one of the alternatives. In some cases you may also come up with your own option and simply explain the actions you will take.