Talleyrand IntelligenceKnow what you can control.
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…