Talleyrand IntelligenceThe facts. Your judgement.
September 5, 2026 14 items Desk · 2
ENROLLMENTPAYERREGULATORYMARKETPOLICYINNOVATION

Humana's non-renewal notices will reach approximately 600,000 Medicare Advantage members ahead of 2026 AEP, while a separate Humana-owned en…

August 29, 2026 12 items Desk · 1
DISTRIBUTIONPAYERMARKETREGULATORY

Health plan underwriting losses reached $10.4 billion sector-wide as Centene confirmed exits covering 340,000+ MA lives across 158+ counties…

August 22, 2026 9 items Desk · 3
PAYERENROLLMENTDISTRIBUTIONMARKET

Providence Health Plan shut down entirely after a sale to an unnamed national insurer collapsed, stranding 64,000 MA members without coverag…

August 15, 2026 9 items Desk · 2
M&AENROLLMENTPAYERREGULATORYPOLICY

Humana will mail termination notices in September 2026 covering roughly 600,000 MA members — about 8% of its MA book — as rising utilization…

August 8, 2026 14 items Desk · 1
PAYERREGULATORYENROLLMENTDISTRIBUTIONMARKETINNOVATION

Q2 closed with large carriers growing operating income 57% on flat-to-declining MA enrollment, while Humana cut its 2026 EPS outlook and ann…

August 6, 2026 15 items Desk · 5
PAYERENROLLMENTREGULATORYSTARSMARKETDISTRIBUTIONINNOVATION

Q2 2026 earnings season reveals a bifurcated MA market: Tier 1 payers (UNH, CVS, HUM, ELV) are aggressively repricing and exiting unprofitab…

August 3, 2026 14 items Desk · 5
POLICYENROLLMENTREGULATORYPAYERSTARSMARKETINNOVATION

This week's MA market is dominated by Q2 earnings from Tier 1 payers showing margin recovery through membership pruning, regulatory signals …

August 2, 2026 13 items Desk · 2
ENROLLMENTPAYERREGULATORYPOLICYM&AINNOVATIONSTARS

Q2 earnings season shows widening divergence: UnitedHealth stabilized MA and raised guidance, but Humana and Molina executed aggressive marg…

July 25, 2026 12 items
DISTRIBUTIONSTARSPOLICYENROLLMENTMARKETPAYERREGULATORY

This week is dominated by GoHealth's Chapter 11 emergence and cascading MA payer regulatory/litigation headwinds. CMS star rating methodolog…

July 16, 2026 13 items
REGULATORYPOLICYPAYERSTARSINNOVATIONMARKETENROLLMENT

This week's MA news centers on payer earnings (UNH, HUM, ELV), regulatory/congressional scrutiny of AI-driven denials, and early CMS 2027 ra…

June 28, 2026 11 items
DISTRIBUTIONSTARSREGULATORYENROLLMENTPOLICYINNOVATIONMARKETPAYER

GoHealth's Chapter 11 bankruptcy filing is the week's dominant story—a top-3 MA distribution intermediary facing lender-led restructuring th…

June 27, 2026 12 items
DISTRIBUTIONSTARSPAYERENROLLMENTREGULATORYPOLICYINNOVATIONM&AMARKET

GoHealth's Chapter 11 bankruptcy filing is the dominant story this week—a top-3 MA distribution intermediary is being handed to lenders, sig…

June 21, 2026 12 items
DISTRIBUTIONENROLLMENTSTARSPOLICYREGULATORYMARKETPAYERINNOVATION

GoHealth's Chapter 11 filing is the dominant story this week—a top-3 MA distribution platform's bankruptcy directly disrupts carrier enrollm…

June 15, 2026 11 items
DISTRIBUTIONREGULATORYSTARSPOLICYM&AINNOVATIONMARKETENROLLMENTPAYER

GoHealth's prepackaged Chapter 11 bankruptcy filing on June 12 is the dominant story this week and ranks #1 per editorial guidance: a Tier 1…

June 14, 2026 12 items
REGULATORYDISTRIBUTIONSTARSENROLLMENTM&AINNOVATIONPOLICYMARKETPAYER

This week's MA landscape is dominated by three major developments: (1) a federal OIG report documenting high denial rates for SNF/rehab care…

June 13, 2026 14 items
DISTRIBUTIONREGULATORYPOLICYSTARSPAYERM&AMARKETINNOVATION

This week's MA market intelligence reveals a critical inflection point: CMS 2027 bid rates came in 2.48% higher than expected, easing but no…

June 7, 2026 13 items
STARSPAYERREGULATORYMARKETDISTRIBUTIONINNOVATION

This week's MA market intelligence is dominated by payer earnings momentum, analyst upgrades across UNH/HUM/CVS driven by cost trend improve…

June 6, 2026 14 items
STAR RATINGSPAYER FINANCIALSREGULATORYMARKET STRUCTUREDISTRIBUTIONENROLLMENTRATE POLICY

This week features significant payer financial momentum driven by analyst upgrades on medical cost trends and AI efficiency narratives, a ma…