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2023 Medicare
Seminar Attendance
Survey
2023
2023 Medicare Seminar Attendance Survey
Offeringin-person seminars has historically been a go-to tactic
for Medicare health insurance carriers to acquire new members.
This practice, however, was completely disrupted by the 2019
pandemic when carriers were forced to shift their engagement
strategies to online efforts to meet shoppers needs while
personal contact was not viable.
With the pandemic declaredover, Media Logic wonderedif
Medicare shoppers, like other online consumers,experienceda
post-pandemic shift since being forced online for shopping for
Medicare Insurance. To gain insight into their attitudes and
behaviors relatingto attending informational events about
Medicare plans today, Media Logic surveyed 300 adults aged
64-72 across the U.S. who were in the process of first-time
enrollmentor had completed their initial Medicare enrollment
within the past 12 months.
2
Media Logic Consumer In Sight: 2023 New to MedicareSurvey
Consumer In Sight (CIS) is an
investigative research series
conducted by Media Logic with the
aim of gaining new insights into
consumer preferences and
behaviors in the healthcare and
financial services industries. Using
an industry-leading software
platform, we survey geo-targeted
and national panels to track the
changing marketing landscape and
support clients in connecting with
consumers through creative
execution and multichannel media.
Here’s what we learned…
3
Q: Have you ever attended any Medicare seminars or events?
4
MEDICARE SEMINAR: EXPERIENCE
Media Logic Consumer In Sight: 2023 MedicareSeminarAttendanceSurvey
*Results are rounded to the nearest whole percent, and therefore cumulative sum may vary
slightly from 100%.
77%
Have not attended a
Medicare seminar or event
19%
Have attended a Medicare
seminar or event
3%
Not sure if attended a Medicare
seminar or event
Q: What is the likelihood that you will attend any Medicare seminars or events?
7%
Very likely
20%
Somewhat likely
22%
Neutral
19%
Somewhat unlikely
32%
Very unlikely
5
MEDICARE SEMINAR: ATTENDANCE INTEREST
Media Logic Consumer In Sight: 2023 MedicareSeminarAttendanceSurvey
*Results are rounded to the nearest whole percent; therefore, the cumulative sum may vary
slightly from 100%.
Only 27%
of respondents
indicated that they
are somewhat or
very likely to
attend a Medicare
seminar or event.
Q: Which of the following best describes the reason you would be most likely to
attend a Medicare seminar or event?
6
MEDICARE SEMINAR: REASONS TO ATTEND
Media Logic Consumer In Sight: 2023 MedicareSeminarAttendanceSurvey
*Results are rounded to the nearest whole percent; therefore, the cumulative sum may vary
slightly from 100%.
1%
40%
60%
Finding a health plan that I can afford on a limited budget
To better understand Medicare in general
Help me chose between Medicare plans from different health insurance
companies
Help me choose between Medicare plans from
different health insurance companies
To better understand Medicare in general
Finding a health plan that I can afford on a limited budget
17%
23%
27%
33%
Not interested in any type of event
nline (virtual meetings) that I sign up to attend at a selected date
and time
In-person group meetings
re-recorded video on a website that I can watch whenever I want
50%of
respondents are
most interested
in attending a
live event.
Q: If you were to consider attending any Medicare event, which of the
following types would interest you most?
7
MEDICARE SEMINAR: PREFERENCE FOR EVENT FORMAT
Media Logic Consumer In Sight: 2023 MedicareSeminarAttendanceSurvey
*Results are rounded to the nearest whole percent; therefore, the cumulative sum may vary
slightly from 100%.
Pre-recorded video on a website that I can
watch whenever I want
In-person group meetings
Live online (virtual meetings) that I sign up
to attend at a selected date and time
Not interested in any type of event
Q: What venue for an in-person group meeting on Medicare would most
appeal to you?
2%
3%
25%
31%
38%
Senior housing facility
House of worship
Library
Senior or community center
Diner or restaurant
8
MEDICARE SEMINAR: IN-PERSON VENUE PREFERENCE
Media Logic Consumer In Sight: 2023 MedicareSeminarAttendanceSurvey
*Results are rounded to the nearest whole percent; therefore, the cumulative sum may vary
slightly from 100%.
4%
6%
8%
8%
10%
31%
33%
Concerned that a seminar will be too general vs.
specific to my personal situation
Something else
Don't like to learn information in a seminar/event
format
Don't trust that meetings hosted by a Medicare
healthcare company will be objective
Concerned about a seminar being more about
selling me than informing me
Prefer to meet 1-to-1 with a Medicare healthcare
insurance plan representative, insurance agent or…
Information I look for is readily available online or
through other means
Q: What is the main reason why you would not be interested in attending a
Medicare seminar/event?
9
MEDICARE SEMINARS:WHY NOT ATTEND?
Media Logic Consumer In Sight: 2023 MedicareSeminarAttendanceSurvey
*Results are rounded to the nearest whole percent; therefore, the cumulative sum may vary
slightly from 100%.
Information I look for is readily available online or through other means
Prefer to meet 1-on-1 with a Medicare healthcare insurance plan representative,
insurance agent or broker
Concerned about a seminar being more about selling me than informing me
Don’t trust that meetings hosted by a Medicare healthcare company will be objective
Don’t like to learn information in a seminar/event format
Something else
Concerned that a seminar will be too general vs. specific to my personal situation
12%
Very unlikely
9%
Somewhat unlikely
21%
Neutral
36%
Somewhat likely
22%
Very likely
Q: How likely would you be to attend a Medicare seminar/event if an incentive
(such as a $15 gift card) were offered?
10
MEDICARE SEMINARS:INFLUENCE OF INCENTIVES
Media Logic Consumer In Sight: 2023 MedicareSeminarAttendanceSurvey
*Results are rounded to the nearest whole percent; therefore, the cumulative sum may vary
slightly from 100%.
58%of respondents
would be likely or very
likely to attend a seminar
with an incentive offer.
Q: What kind of gift card would you find most appealing?
3%
5%
14%
24%
54%
No incentive would interest me
Coffee card
Target gift card
Gasoline card
Grocery card
11
MEDICARE SEMINARS:BEST INCENTIVES
Media Logic Consumer In Sight: 2023 MedicareSeminarAttendanceSurvey
*Results are rounded to the nearest whole percent; therefore, the cumulative sum may vary
slightly from 100%.
0%
1%
6%
6%
11%
15%
19%
19%
22%
Something else
Transitioning from Commercial to Medicare coverage
Medicare and work status
No seminar/event topic would interest me
All of these topics
Medicare basics (Parts A, B, C, D; eligibility and deadlines)
How to choose the Medicare plan that is right for me
Understanding the different types of Medicare Coverage…
Understanding plan options and benefits
Q: What topics for a Medicare seminar/event would most interest you?
12
MEDICARE SEMINARS:MOST INTERESTING TOPICS
Media Logic Consumer In Sight: 2023 MedicareSeminarAttendanceSurvey
*Results are rounded to the nearest whole percent; therefore, the cumulative sum may vary
slightly from 100%.
Understanding plan options and benefits
Understanding the different types of Medicare coverage (Original
Medicare, Medicare Supplement/Medigap and Medicare Advantage)
How to choose the Medicare plan that is right for me
Medicare basics (Parts A, B, C, D; eligibility and deadlines)
All of these topics
No seminar/event topic would interest me
Medicare and work status
Transitioning from Commercial to Medicare coverage
Something else
60%of respondents
are most interested in
understanding how plans
differ and finding out
what's right for them.
Q: Of the following who may host these types of events, how likely would you
be to attend a Medicare seminar/event from each of them?
13
MEDICARE SEMINARS:DOES THE HOST MATTER?
Media Logic Consumer In Sight: 2023 MedicareSeminarAttendanceSurvey
*Results are rounded to the nearest whole percent; therefore, the cumulative sum may vary
slightly from 100%.
11%
13%
14%
19%
29%
28%
31%
33%
33%
33%
34%
33%
29%
25%
23%
10%
7%
9%
9%
5%
17%
16%
16%
14%
10%
A Medicare healthcare insurance company
that is new to you
A local/regional healthcare insurance
company
A healthcare insurance agent or broker
A national Medicare healthcare insurance
company
Your current healthcare insurance company
Very Likely Somewhat Likely Neutral Somewhat Unlikely Very Unlikely
Takeaways
▪ Medicare shoppers like to take their enrollment journey on their own terms, as
shown by their preferences for gathering information online or by other readily
available means, watching pre-recorded webinars in their own time, and meeting
one-on-one with healthcare insurance representatives.
▪ Considering the preferred format for webinars and events, the convenience of
watching them as pre-recorded videos received slightly more interest over each of
the other options, but attending a live event ― either in the form of an in-person,
group or live virtual meeting ― was the overall preference for 50% of the
respondents.
▪ Content and access are important for ensuring Medicare event attendance, but
incentives can be an even greater motivator. While only 27% of respondents said
they would be likely to attend a seminar, 58% indicated they would likely attend for
an incentive.
14
Media Logic Consumer In Sight: 2023 MedicareSeminarAttendanceSurvey
Takeaways (cont.)
▪ Medicare event attendees would rather hear what differentiates an insurer’s plan
from the competition than receive basic Medicare education.
▪ Carriers looking to encourage attendance to live events should consider offering
incentives that meet essential home-based needs (such as grocery cards) and choose
venues at community-based hangouts, such as diners, senior centers and libraries.
▪ Medicare shoppers are more apt to engage in a session with their existing healthcare
insurer or a national healthcare insurance company — indicating a possible
preference for known carriers.
15
Media Logic Consumer In Sight: 2023 MedicareSeminarAttendanceSurvey
Methodology
In March 2023, Media Logic planned to meet its research objectives through an online
survey of an aggregated panel of adults aged 64-72 years old from across the U.S.
16
Media Logic Consumer In Sight: 2023 MedicareSeminarAttendanceSurvey
N=300
U.S.A. Recruitment
Age: 64-72
Gender Distribution:​
Male/female
distribution 37/63%
Screening Requirements:​
Respondents must be
shopping for first-time
enrollmentor be currently
enrolledin Medicare.
Confidencelevel: 90%
Margin of error:+/- 4.76
The information containedin this presentation is copyrightedandmaynot be distributed, modified,or reproducedin whole orin part without the priorwritten
permission of MediaLogic.The images fromthispresentation may notbe reproducedin any formwithout the prior written consentof Media Logic.
The Media Logic logo is a trademark ofMedia Logic.All other trademarks areacknowledged as being the property of their resp ective holders.
ProprietaryandConfidential, © 2023 Media Logic. All RightsReserved.
4 Tower Place, Suite 602, Albany, NY 12203 t 518.456.3015 f 518.456.4279 www.medialogic.com

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Medicare Seminar Survey Reveals Preference for Online Resources

  • 2. 2023 Medicare Seminar Attendance Survey Offeringin-person seminars has historically been a go-to tactic for Medicare health insurance carriers to acquire new members. This practice, however, was completely disrupted by the 2019 pandemic when carriers were forced to shift their engagement strategies to online efforts to meet shoppers needs while personal contact was not viable. With the pandemic declaredover, Media Logic wonderedif Medicare shoppers, like other online consumers,experienceda post-pandemic shift since being forced online for shopping for Medicare Insurance. To gain insight into their attitudes and behaviors relatingto attending informational events about Medicare plans today, Media Logic surveyed 300 adults aged 64-72 across the U.S. who were in the process of first-time enrollmentor had completed their initial Medicare enrollment within the past 12 months. 2 Media Logic Consumer In Sight: 2023 New to MedicareSurvey Consumer In Sight (CIS) is an investigative research series conducted by Media Logic with the aim of gaining new insights into consumer preferences and behaviors in the healthcare and financial services industries. Using an industry-leading software platform, we survey geo-targeted and national panels to track the changing marketing landscape and support clients in connecting with consumers through creative execution and multichannel media.
  • 3. Here’s what we learned… 3
  • 4. Q: Have you ever attended any Medicare seminars or events? 4 MEDICARE SEMINAR: EXPERIENCE Media Logic Consumer In Sight: 2023 MedicareSeminarAttendanceSurvey *Results are rounded to the nearest whole percent, and therefore cumulative sum may vary slightly from 100%. 77% Have not attended a Medicare seminar or event 19% Have attended a Medicare seminar or event 3% Not sure if attended a Medicare seminar or event
  • 5. Q: What is the likelihood that you will attend any Medicare seminars or events? 7% Very likely 20% Somewhat likely 22% Neutral 19% Somewhat unlikely 32% Very unlikely 5 MEDICARE SEMINAR: ATTENDANCE INTEREST Media Logic Consumer In Sight: 2023 MedicareSeminarAttendanceSurvey *Results are rounded to the nearest whole percent; therefore, the cumulative sum may vary slightly from 100%. Only 27% of respondents indicated that they are somewhat or very likely to attend a Medicare seminar or event.
  • 6. Q: Which of the following best describes the reason you would be most likely to attend a Medicare seminar or event? 6 MEDICARE SEMINAR: REASONS TO ATTEND Media Logic Consumer In Sight: 2023 MedicareSeminarAttendanceSurvey *Results are rounded to the nearest whole percent; therefore, the cumulative sum may vary slightly from 100%. 1% 40% 60% Finding a health plan that I can afford on a limited budget To better understand Medicare in general Help me chose between Medicare plans from different health insurance companies Help me choose between Medicare plans from different health insurance companies To better understand Medicare in general Finding a health plan that I can afford on a limited budget
  • 7. 17% 23% 27% 33% Not interested in any type of event nline (virtual meetings) that I sign up to attend at a selected date and time In-person group meetings re-recorded video on a website that I can watch whenever I want 50%of respondents are most interested in attending a live event. Q: If you were to consider attending any Medicare event, which of the following types would interest you most? 7 MEDICARE SEMINAR: PREFERENCE FOR EVENT FORMAT Media Logic Consumer In Sight: 2023 MedicareSeminarAttendanceSurvey *Results are rounded to the nearest whole percent; therefore, the cumulative sum may vary slightly from 100%. Pre-recorded video on a website that I can watch whenever I want In-person group meetings Live online (virtual meetings) that I sign up to attend at a selected date and time Not interested in any type of event
  • 8. Q: What venue for an in-person group meeting on Medicare would most appeal to you? 2% 3% 25% 31% 38% Senior housing facility House of worship Library Senior or community center Diner or restaurant 8 MEDICARE SEMINAR: IN-PERSON VENUE PREFERENCE Media Logic Consumer In Sight: 2023 MedicareSeminarAttendanceSurvey *Results are rounded to the nearest whole percent; therefore, the cumulative sum may vary slightly from 100%.
  • 9. 4% 6% 8% 8% 10% 31% 33% Concerned that a seminar will be too general vs. specific to my personal situation Something else Don't like to learn information in a seminar/event format Don't trust that meetings hosted by a Medicare healthcare company will be objective Concerned about a seminar being more about selling me than informing me Prefer to meet 1-to-1 with a Medicare healthcare insurance plan representative, insurance agent or… Information I look for is readily available online or through other means Q: What is the main reason why you would not be interested in attending a Medicare seminar/event? 9 MEDICARE SEMINARS:WHY NOT ATTEND? Media Logic Consumer In Sight: 2023 MedicareSeminarAttendanceSurvey *Results are rounded to the nearest whole percent; therefore, the cumulative sum may vary slightly from 100%. Information I look for is readily available online or through other means Prefer to meet 1-on-1 with a Medicare healthcare insurance plan representative, insurance agent or broker Concerned about a seminar being more about selling me than informing me Don’t trust that meetings hosted by a Medicare healthcare company will be objective Don’t like to learn information in a seminar/event format Something else Concerned that a seminar will be too general vs. specific to my personal situation
  • 10. 12% Very unlikely 9% Somewhat unlikely 21% Neutral 36% Somewhat likely 22% Very likely Q: How likely would you be to attend a Medicare seminar/event if an incentive (such as a $15 gift card) were offered? 10 MEDICARE SEMINARS:INFLUENCE OF INCENTIVES Media Logic Consumer In Sight: 2023 MedicareSeminarAttendanceSurvey *Results are rounded to the nearest whole percent; therefore, the cumulative sum may vary slightly from 100%. 58%of respondents would be likely or very likely to attend a seminar with an incentive offer.
  • 11. Q: What kind of gift card would you find most appealing? 3% 5% 14% 24% 54% No incentive would interest me Coffee card Target gift card Gasoline card Grocery card 11 MEDICARE SEMINARS:BEST INCENTIVES Media Logic Consumer In Sight: 2023 MedicareSeminarAttendanceSurvey *Results are rounded to the nearest whole percent; therefore, the cumulative sum may vary slightly from 100%.
  • 12. 0% 1% 6% 6% 11% 15% 19% 19% 22% Something else Transitioning from Commercial to Medicare coverage Medicare and work status No seminar/event topic would interest me All of these topics Medicare basics (Parts A, B, C, D; eligibility and deadlines) How to choose the Medicare plan that is right for me Understanding the different types of Medicare Coverage… Understanding plan options and benefits Q: What topics for a Medicare seminar/event would most interest you? 12 MEDICARE SEMINARS:MOST INTERESTING TOPICS Media Logic Consumer In Sight: 2023 MedicareSeminarAttendanceSurvey *Results are rounded to the nearest whole percent; therefore, the cumulative sum may vary slightly from 100%. Understanding plan options and benefits Understanding the different types of Medicare coverage (Original Medicare, Medicare Supplement/Medigap and Medicare Advantage) How to choose the Medicare plan that is right for me Medicare basics (Parts A, B, C, D; eligibility and deadlines) All of these topics No seminar/event topic would interest me Medicare and work status Transitioning from Commercial to Medicare coverage Something else 60%of respondents are most interested in understanding how plans differ and finding out what's right for them.
  • 13. Q: Of the following who may host these types of events, how likely would you be to attend a Medicare seminar/event from each of them? 13 MEDICARE SEMINARS:DOES THE HOST MATTER? Media Logic Consumer In Sight: 2023 MedicareSeminarAttendanceSurvey *Results are rounded to the nearest whole percent; therefore, the cumulative sum may vary slightly from 100%. 11% 13% 14% 19% 29% 28% 31% 33% 33% 33% 34% 33% 29% 25% 23% 10% 7% 9% 9% 5% 17% 16% 16% 14% 10% A Medicare healthcare insurance company that is new to you A local/regional healthcare insurance company A healthcare insurance agent or broker A national Medicare healthcare insurance company Your current healthcare insurance company Very Likely Somewhat Likely Neutral Somewhat Unlikely Very Unlikely
  • 14. Takeaways ▪ Medicare shoppers like to take their enrollment journey on their own terms, as shown by their preferences for gathering information online or by other readily available means, watching pre-recorded webinars in their own time, and meeting one-on-one with healthcare insurance representatives. ▪ Considering the preferred format for webinars and events, the convenience of watching them as pre-recorded videos received slightly more interest over each of the other options, but attending a live event ― either in the form of an in-person, group or live virtual meeting ― was the overall preference for 50% of the respondents. ▪ Content and access are important for ensuring Medicare event attendance, but incentives can be an even greater motivator. While only 27% of respondents said they would be likely to attend a seminar, 58% indicated they would likely attend for an incentive. 14 Media Logic Consumer In Sight: 2023 MedicareSeminarAttendanceSurvey
  • 15. Takeaways (cont.) ▪ Medicare event attendees would rather hear what differentiates an insurer’s plan from the competition than receive basic Medicare education. ▪ Carriers looking to encourage attendance to live events should consider offering incentives that meet essential home-based needs (such as grocery cards) and choose venues at community-based hangouts, such as diners, senior centers and libraries. ▪ Medicare shoppers are more apt to engage in a session with their existing healthcare insurer or a national healthcare insurance company — indicating a possible preference for known carriers. 15 Media Logic Consumer In Sight: 2023 MedicareSeminarAttendanceSurvey
  • 16. Methodology In March 2023, Media Logic planned to meet its research objectives through an online survey of an aggregated panel of adults aged 64-72 years old from across the U.S. 16 Media Logic Consumer In Sight: 2023 MedicareSeminarAttendanceSurvey N=300 U.S.A. Recruitment Age: 64-72 Gender Distribution:​ Male/female distribution 37/63% Screening Requirements:​ Respondents must be shopping for first-time enrollmentor be currently enrolledin Medicare. Confidencelevel: 90% Margin of error:+/- 4.76
  • 17. The information containedin this presentation is copyrightedandmaynot be distributed, modified,or reproducedin whole orin part without the priorwritten permission of MediaLogic.The images fromthispresentation may notbe reproducedin any formwithout the prior written consentof Media Logic. The Media Logic logo is a trademark ofMedia Logic.All other trademarks areacknowledged as being the property of their resp ective holders. ProprietaryandConfidential, © 2023 Media Logic. All RightsReserved. 4 Tower Place, Suite 602, Albany, NY 12203 t 518.456.3015 f 518.456.4279 www.medialogic.com