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Wendell Potter

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Coming Soon: The End of Health Insurers As We Know Them -- By Self-Inflicted Wounds

Posted: 03/ 5/2012 7:59 am

Aetna CEO Mark Bertolini caused quite a stir when he said at a Las Vegas conference a few days ago that the insurance industry as we know it is, for all practical purposes, a dinosaur on the verge of extinction.

Time to sing, "Ding dong the witch is dead"? Not quite, but the day when most Americans get their coverage from what we think of as an insurance company is close at hand. It won't be long before most of us get coverage through either a state or federal government-run plan or a local nonprofit company. The big investor-owned corporations like Aetna and the companies I used to work for, Cigna and Humana, know that the days of making a killing off of basic medical insurance policies are over. And the companies have no one to blame but themselves and a fatally flawed, uniquely American system of providing access to care.

While Bertolini was by no means predicting that Aetna and its competitors were about to close their doors and get the hell out of our lives, he most certainly sounded the death knell for the standard business model insurers have followed for many years -- actually insuring people.

"The system doesn't work. It's broke today," he said. "The end of insurance companies, the way we've run the business in the past, is here."

Bertolini ticked off a number of reasons why providing basic health insurance to Americans was no longer viable -- changes in demographics and the economy and, of course, health care reform at both the state and federal levels. What he did not say was that the standard operating practices of the industry were simply not sustainable and actually contributed more to the demise of the business model than any external factors.

Ever since the health insurance industry came to be dominated in recent years by a handful of big for-profit corporations, insurers have actually been driving away customers and shrinking the universe of people they were willing to cover, because of the return on investment and the profit demands of the large institutional investors that own most of the corporations' shares. It is because of those demands that insurers price their premiums beyond the reach of millions of Americans. It is because of those demands that insurers reject on average a third or more of all applicants because of "preexisting conditions." And it is because of those demands that insurers have routinely canceled the coverage of thousands of policyholders when they got sick. Now you know why more than 50 million of us are uninsured. It is not because most of those people are being irresponsible. Most of them either can't afford to buy coverage or can't buy it at any price.

The number of people who get their coverage through the workplace is also declining because of shareholders' profit demands. As recently as the early 1990s, more than 60 percent of small businesses were able to offer coverage to their employees. Now it's well below 50 percent. Over the past two decades, insurers have methodically "purged" small businesses when an employee or dependent got sick or seriously injured.

Even though the population of the United States increased by more than 27 million during the 2000s, the number of people enrolled in managed care plans declined significantly, according to U.S. Census Bureau data -- from 179.4 million in 2000 to 169.4 million in 2009.

As a former managed-care analyst was quoted as saying in Barron's last October, "There's no organic growth left in this business except for pricing."

Another standard -- but unsustainable -- industry practice is shifting more of the cost of care from insurers to their policyholders, and from employers to their workers, through ever-increasing deductibles. You can't keep making consumers pay more and more for their care and expect them to see the value of buying coverage. My former colleagues in the industry estimated, in private meetings, that the average American family could not afford to pay more than 16 percent of its total household budget for medical insurance and out-of-pocket deductibles.

These unsustainable business practices explain why insurers were so insistent that the Affordable Care Act contain a mandate that every American not eligible for a government program like Medicare or Medicaid be required to buy coverage from a private insurer and that those unable to pay the premiums be given subsidies by the government -- subsidies that would go directly to the insurers.

Bertolini was correct in noting that the Affordable Care Act -- which essentially will ban medical underwriting after 2014 as well as several anti-consumer practices -- has accelerated the timeframe in which the industry's current business model bites the dust. But reform was only an accelerant.

Over the coming weeks, I will be writing about how these companies are evolving and what that means for all of us.

 
 
 

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Aetna CEO Mark Bertolini caused quite a stir when he said at a Las Vegas conference a few days ago that the insurance industry as we know it is, for all practical purposes, a dinosaur on the verge of ...
Aetna CEO Mark Bertolini caused quite a stir when he said at a Las Vegas conference a few days ago that the insurance industry as we know it is, for all practical purposes, a dinosaur on the verge of ...
 
 
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HUFFPOST SUPER USER
Sharon Hanson
Skeptical of the *pseudo-skeptics*
12:47 PM on 03/14/2012
Mr. Potter, I believe all that you say in this article and agree with you. However you leave out an important reason for the ever increasing cost of healthcare in the US. It is the mass poisoning of the patient population by pharmaceutical companies and medical device and equipment manufacturers. When are we going to deal with this? For example, infants don't need the Hep B vaccine as it is a sexually transmitted diseaase and wears off by 11. In addition the Gardasil vaccination is not safe so why are insurance companies required to pay for that? And why are we poisoning women by telling them they need MRIs with gadolinium based contrasting agents when they are high risk for breast cancer. This type of overtreatment goes on and on.
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demisfine
Often correct, NEVER right.
09:30 PM on 03/13/2012
President Obama may not have delivered single payer, but he got the nation to focus, finally, on the disaster that the Insurance Companies and Big Pharma have made of our healthcare system.
We, as Americans, need to expect and demand better access to care for everyone.
Wealthy families should not get to see whichever doctors they need for every concern they have, while poor families have to choose between food, rent and health insurance.
We can do better for ALL of us.
We all grieve when we lose someone we love, when we watch those close to us suffer. Money or lack of it doesn't stop us from being human.
06:01 PM on 03/10/2012
I'm one of those persons denied coverage for the past 40 years becasue of back injuries form a car wreck in 1972. The insurance companies rejected me for fear of future claims on that old back injury, year after year, decade after decade. That old back injury still costs me $600/yr in provider appointments and opioid pain meds. Before they would give me opioids it cost $1500/month for pharamaceuticals. No surgery or anything else has ever been suggested for it. Refusing me coverage for 40 years cost them 40 years of premiums and saverd them 1 $20,000 claim for gall bladder surgery. My premiums the past 10 years alone would have been $80,000, not including the previous 30 years or time value of money.

I was in the manged healthcare business for most of those years. We used to run models of when the insurance system would kill themselves off by ever increasing costs and restrictive acceptance. We estimated 30 years ago that healthcare costs would not be able to reach 20% of worker income without the system collapsing. I will finally get medical insurance next year whern I turn 65.
05:58 PM on 03/09/2012
Proposed solution. Healthcare
• Eliminate government involvement in every way • Create lots of high quality care clinics and small hospitals with private funds and private foundations support, no government money or involvement, except for few and strictly enforced
smart regulations for patient safety • Institutions compete like any other business • Eliminate insurance all together • Form cooperatives and sliding scale fees, get creative and
fundraise to create charity care funds for those with absolute
need • Strict enforcement and required proof ofeach individuals
financial situation • Allow for private medical offices and medical practices with
fixed rates and concierge medical facilities as well for those who wish to use such exclusive services and if those doctors wish to offer discounts and other incentives, fine, let them
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John Nail
35 yr. vet in benefits & health industry
02:25 PM on 03/21/2012
I think we are already seeing seeds of this today and reform is only going to accelerate it
HUFFPOST SUPER USER
Anne Rutherford
06:36 PM on 03/08/2012
The insurance companies seem to be realizing that they have bled the patient dry between higher and higher deductibles on HMOs, the delightful high deductible plans, and all the rest. Real reform will require lowering administrative costs, educating more doctors, espeically in primary care, taking excess capacity (MRI machines, etc.) out of the system, and actually practicing evidence-based medicine. We can lower costs, but it will take doing all of things to get there. The sooner potentially life-threantening conditions are caught, the less expensive they become, at least initially and generally over a longer period of time. Let's throw some good health education in there, too.
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minto
you know what they say about opinions...
06:08 PM on 03/08/2012
I have never understood how health insurance could be a profitable because eventually everyone has to take money out of the system. Everyone dies so they all need medical care at some point. It is not like car or home insurance where most people pay into the system for years without needing to take money out. It never made any sense to me.
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demisfine
Often correct, NEVER right.
09:33 PM on 03/13/2012
The Insurance companies control profit by denying procedures.
You pay in to the system for years and years, and when you need to tap into the system, you find out for whatever reason, maybe for a falsified reason, that the coverage you were banking on is denied.
Many thousands of people who had insurance coverage have dies while appealing their denials.
It is a horrifying scam.
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clearasmud
Obama Is Nothing More Than A Moderate Republican
03:04 PM on 03/06/2012
Wendell Potter is making great strides in alleviating the karma he accrued over the years of working for these health insurance murderers. I keep wondering why there are not more Wendell Potters around. Greed conquers ethics.

Great Work Mr. Potter.
12:12 PM on 03/08/2012
Thank you Mr. Potter for all the good work your doing in bring this to light.
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thefreetradejoke
01:22 PM on 03/06/2012
Here's to hoping, Mr. Potter. And thanks again.
01:20 PM on 03/06/2012
These unsustainable business practices explain why insurers were so insistent that the Affordable Care Act contain a mandate that every American not eligible for a government program like Medicare or Medicaid be required to buy coverage from a private insurer and that those unable to pay the premiums be given subsidies by the government -- subsidies that would go directly to the insurers. CAN ANYONE tell me about an INSURANCE LOBBIEST going around washington asking REPUBLICANS to GET RID OF THE AFFORDABLE CARE ACT? Did'nt think so.
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HUFFPOST BLOGGER
Melani Robinson
12:26 PM on 03/06/2012
Excellent post. Thank you, Mr. Potter. I look forward to reading your upcoming articles.
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StillAmused
Some mayo on that troll, please...
04:57 AM on 03/06/2012
First, thanks for your informed service to the American people.

Second, I have YET to hear any — ANY — so-called "free-marketer" DO THE MATH supporting private, for-profit health insurance.

Like fire and police protection, health care is the essence of a "public interest" service. The notion of surrendering health care insurance to private corporations, GUARANTEEING higher costs to the insured, is as preposterous as would be surrendering the first two.

Single-payer is usually met with distracting bleats about instances of fraud and abuse, but the idea of ADDRESSING those problems always takes a back seat to screeds about the "free market". The staggering difference in administrative overhead in Medicare, as opposed to private insurance, is casually dismissed by those who appear literally DEVOTED to being robbed blind.

It's a simple, irrefutable fact that universal single-payer, funded through the income tax, would result in a DRAMATIC decrease in health insurance cost to every American... if we can ever get past the ideological smoke and mirrors.
11:37 AM on 03/06/2012
In San Jose, the police and firefighters unions are fighting a desperate battle against the Democratic Mayor over making the overly generous pension and benefits merely generous. Pension costs have soared by seven times in the last 20 years and consume nearly a third of the city budget even though it has laid off police and firemen and cut city services. So adding health care to the political provisions will not necessarily guarantee lower costs....or, as the necessary layoffs of the police and firemen demonstrates...better care. Medicare does have lower administrative costs, but much higher fraud as has been demonstrated by the recent case in Texas. We have a broken system but just tossing it into the government isn't the solution. Starting with eliminating the tax deduction for employee systems (perhaps by having the money go directly to the employee) would start to take some of the inefficiencies out of the system.
Deftguy
I train people and rehabilitate dogs
02:41 PM on 03/06/2012
It seems to me the logical thing is to have a Medicare like system, with strong protections designed to discourage fraud.

What we need is a system where everyone has access to healthcare, and a system to harness the power of the masses in negotiating pricing with the pharmaceutical companies. The government can play a role in this.
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StillAmused
Some mayo on that troll, please...
07:30 PM on 03/06/2012
Interesting points but, you'll notice, I suggested that addressing fraud and abuse is — in ANY event — a necessary, desirable and easily achievable goal... once it's made a priority.

As for "tossing it into the government", I defy you to identify a larger pool anywhere on this continent, and the entire premise and viability of group insurance is BUILT on a large enough pool to support claims as they occur. You also haven't addressed my other central point: private insurance corporations EXIST ONLY TO MAKE MONEY.

Your faith in the private sector, even with "adjustments", is ill-placed where health care insurance is concerned, and the legitimate problem created by burgeoning pension costs has NOTHING to do with the health insurance issue... they're a matter of contracts, entered into voluntarily, now coming back to bite state governments.

I'll conclude where I began... DO THE MATH.
10:46 AM on 03/20/2012
It's amazing to me that the majority of voices against the "free market" in healthcare are sounding off against the insurance industry and their profitability (which, if you do a quick Google search, you'll find is pretty low in comparison to other industries).

Perhaps you might extend your logic on the application of removing the "free market" from the healthcare system. You say that fire protection is a public good, yet fire insurance is private while the act of fire protection is mostly public. If profit is an evil with respect to healthcare, then the entire system should be made a public good. Make the "firefighters" (the doctors who are mostly for-profit today) public employees and make the "firehouses" (the hospitals that are a mix of public and private) government owned and operated. These people and organizations currently act with the profit motive in mind, and that needs to be eliminated with greater dispatch than the elimination of private insurance.
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DJleary
12:30 AM on 03/06/2012
Yawn.....
and the solution is to attempt to force each and every one of use to buy these garbage extortion policies from the predatory corporate entity.
You get what you deserve America!
10:22 PM on 03/05/2012
It should be noted that insurance companies can still remain in the "Cadillac Insurance" business, and they should be welcome to do so. Many countries with their variations on national health still have insurance companies who will provide "Cadillac Insurnace".
10:03 PM on 03/05/2012
In order to seek its price point, "free market" actually REQUIRES that some number of consumers be priced out of the market -- any "free market" market. Consumers vary greatly in how much they're able to pay for a product/service. The free market rule is that suppliers will keep raising their price in order to maximize how much they make per product/service while keeping the largest number of consumer who can pay that price, If a supplier is offering a price that every consumer is capable of paying, then the supplier's price is too low.

For example, if a supplier can double their price but lose less than half the number of consumers, then it is in the supplier's best interest to raise their price. If there are 1,000 people willing to buy a widget from a supplier for $1 each and only 600 people willing to buy that widget for $2 each, free market economics says the supplier should raise the price to $2 and simply not supply widgets to the remaining 400 people. (1000 x $1 = $1000, while 600 x $2 = $1200.)

This is perfectly fine economics when it comes to selling iPhones because there is no ethical/moral issue related to whether a person should or should not be able to own an iPhone. However when it comes to products/services that do have ethical/moral issues – water, health care – then the free market model should never be applied.
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DJleary
12:31 AM on 03/06/2012
There is no such thing as free market......it's corporate socialism in this country.
08:39 PM on 03/05/2012
There are massive problems with the insurance model but you have become simply a critic of insurance companies rather than an analyst of the system. Insurance is well ... insurance. A shift to a single payer system will only provide a onetime reduction in cost and then costs will continue their inexorable climb. Medicare/Medicaid represents 1/2 of the insured heath market and as such creates the market. Everyone other plan and company are essentially derivative. Yet, they have been unable to drive down cost. Without a fundamental shift away from fee for service and a forced reduction of compensation levels, costs will NOT come down.

Government must first demonstrate its ability to be a good operator.