Turn the market data into a marketing strategy brief
Pick a market, and this assembles the thirteen sections of a marketing strategy brief from the data already on this site, with every figure carrying its source and vintage, every derived score carrying its methodology, and every recommendation written as a hypothesis to be tested against internal data rather than as a conclusion.
Build the brief
Choose a market and select Assemble the brief. Everything is generated in your browser from the data already loaded on this page; nothing is sent anywhere.
The thirteen sections
| # | Section | What it carries |
|---|---|---|
| 1 | Executive summary | What the data says about this market, in five lines. |
| 2 | Market size and MA dynamics | Medicare population, MA & other health plan share, headroom and momentum. |
| 3 | D-SNP opportunity | Dual population, density, state capture proxy and uncaptured pool. |
| 4 | Competitive landscape | Carrier structure and concentration where published. |
| 5 | Product and benefit position | What can be said today, and what waits on Landscape and PBP. |
| 6 | Quality and Stars context | Status of contract-level Star Ratings on this site. |
| 7 | Market disruption and exits | What is known and what is not. |
| 8 | Policy and compliance considerations | Tracked actions relevant to this plan. |
| 9 | Audience and geography considerations | Aggregate context for channel planning. |
| 10 | Recommended strategic priorities | Planning hypotheses, framed as hypotheses. |
| 11 | Campaign assumptions and business case | Whatever you entered, carried through. |
| 12 | Risks and limitations | What the data cannot tell you. |
| 13 | Sources and methodology | Every file, vintage and derived score used. |
Sections whose data is not yet ingested are not omitted. They state what is missing and which CMS file would fill them, so the gap travels with the brief instead of being discovered in the meeting.
So what / Now what Interpretation
The failure mode of a market brief is confident prose over thin data. Structuring it so every section names its source, its vintage and its gaps produces a shorter, more arguable document, and the argument is the useful part. A brief that survives a hostile read is worth more than one that reads well.
- Assemble the brief early, while the market list can still change, rather than as documentation of a decision already made.
- Take the risks and limitations section seriously in the meeting. It is the part that tells you which internal data you actually need to pull.
- Pair it with the business case run for the same market so assumptions and market facts sit in one document.
- Validate the hypotheses against internal sales, compliance, provider and media data before any of it becomes a plan.
Sources and vintage
| Dataset | Source | Vintage | Status |
|---|---|---|---|
| MA and other health plan enrollment and share by county | CMS Medicare Monthly Enrollment (BENE_GEO_LVL=County) | April 2026 | live |
| Dual-eligible counts by county | CMS Medicare Monthly Enrollment (DUAL_TOT_BENES / FULL_DUAL_TOT_BENES) | April 2026 | live |
| SNP enrollment, integration and plans | CMS SNP Comprehensive Report (SNP_REPORT_PART_17) | August 2026 | live |
| Marketing Opportunity Score | Derived, tools/build_marketing_data.py v0.1 | 2026-08-26 | modeled |
Full methodology: Marketing Opportunity Score · site methodology.