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Wendell Potter

Wendell Potter

Posted: December 6, 2009 07:33 PM

The Insurance Industry's Lethal Bottom Line -- and a Solution From Sens. Franken and Rockefeller

What's Your Reaction:

There was a time, in the early 1990s, when health insurance companies devoted more than 95
cents out of every premium dollar to paying doctors and hospitals for taking care of their members. No more. Since President Bill Clinton's health reform plan died 15 years ago, the health insurance industry has come to be dominated by a handful of insurance companies that answer to Wall Street investors, and they have changed that basic math. Today, insurers only pay about 81 cents of each premium dollar on actual medical care. The rest is consumed by rising profits, grotesque executive salaries, huge administrative expenses, the cost of weeding out people with pre-existing conditions and claims review designed to wear out patients with denials and disapprovals of the care they need the most.

This equation is known as the medical loss ratio (MLR), an aptly named figure that is widely seen by investors as the most important gauge of an insurance company's current and future profitability. In a private health insurance industry that collected $817 billion this year, a 14 percentage point difference in the MLR represents $112 billion a year! Over 10 years, that would be more than enough to pay for health reform.

Thanks to the efforts of several senators who pushed for a minimum MLR to be included in reform legislation, the current Senate bill requires insurers to provide an annual rebate to each enrollee if non-claims costs exceed 20% in the group market and 25% in the individual market.

Sen. Al Franken (D-Minn.) is now leading a group including Sens. Jay Rockefeller (D-W. Va.) and Blanche Lincoln (D-Ark.) to introduce an amendment that would go further by requiring that 90 percent of the money consumers spend on health insurance premiums go directly to health care costs.

The senators are proposing a reform that strikes at the heart of a health insurance system that puts profits first, and it would have a profound effect. When MLRs increase, that eats into profits, and Wall Street becomes very unhappy. A case in point is Aetna, the nation's third largest publicly-traded health insurance plan. Three years ago, the company reported that its quarterly MLR had inched up from 77.9 percent to 79.4 percent in 12 months. On the day this was disclosed, Aetna's share price plunged 20 percent as investors sold off their shares, reducing the company's market value by billions of dollars.

Wall Street investors expect insurers to pay as little as possible for medical claims. As a result, the nation's health insurance industry has evolved into a cartel of huge for-profit companies that together reap billions of dollars a year at the expense of their policyholders. The seven largest firms -- UnitedHealth Group, WellPoint, Aetna, Humana, CIGNA, Health Net, and Coventry Health Care -- enroll nearly one in three Americans in their health insurance plans. This year the industry will take about $25 billion in profits for getting between American patients and their doctors, according to the industry's trade group.

And they do this by finding every excuse in the book not to pay a claim, even if it means
canceling individual policies when people get sick or ridding their rolls of unprofitable small business group policies if an employee or family member falls seriously ill. They issue confusing benefit statements to members so only highly motivated and persistent challengers of their denials stand a chance of reversing an unfair decision. And in the final analysis, when an insurance company has decided it no longer can make enough profit on a particular person or employer-sponsored group, it drives them away in a process known as "purging." In this unconscionable profit-protection maneuver, an insurer will hike premiums so high that the policyholder has no choice but to pay outlandish rates for what may be a reduced benefit package, find another insurer, or simply go without coverage. The consequences of such decisions can be deadly -- but Wall Street always has the last word when profits are the main consideration.

When Wall Street isn't calling the shots, the outcome is decidedly better for health care consumers. Government-operated plans, such as Medicare, and some organizations that provide coordinated care, consistently maintain higher medical loss ratios. Kaiser had a 90.6 percent MLR in 2007. Between 1993 and 2007, Medicare's MLR hasn't dropped below 97 percent.

The health care reform bill now being debated in the Senate must include a provision, such as that proposed by Sen. Franken, that sets a minimum medical loss ratio to keep insurers from gouging consumers and leaving patients without the care they need. Instead of being a formula to reward investors, a properly regulated medical loss ratio in combination with other cost containment measures in the legislation would be a reliable tool for keeping insurance company profits and administrative waste in check.

 
 
 

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jadeba
10:31 PM on 12/13/2009
Thank you, Mr. Potter. I remember when insurance was affordable and very good - that was before HMOs and MBA taking the reins. Limiting profit will make investment less appealing and help us get back to the day when insurance operated on a near non-profit basis, as it should be. Kudos to Sens. Franken, Rockefeller, and, surprisingly, Lincoln.
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jadeba
10:43 PM on 12/13/2009
typing too fast again. Should be, ..."MBAs took the reins". I'd like to see the day when we didn't have insurance companies at all but until that day, raising the MLR on them is definitely an excellent idea.
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08:28 PM on 12/13/2009
Mr Potter, I am very thankful for your insights during this debate. Keep writing and talking!
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TXfemmom
Grandma with eye on the future
07:59 PM on 12/13/2009
This would be a good beginning to controlling costs with private insurers. Then, they need to address that the insurance companies pay far more for some things than they should and just pass on the costs without looking back.
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06:39 PM on 12/13/2009
For profit hospitals, nursing homes and health insurance are immoral and should be illegal. It's like saying we should have a for profit fire or police departments. No one would even think of having that so why should we put up with for profit hospitals or health insurance.
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05:01 PM on 12/13/2009
Profit before people - the Wall Street mantra
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Awake-and-Sing
named after a great play written by Clifford Odets
04:30 PM on 12/13/2009
Like everything else about health care "reform", this 90% ratio is just a gimmick to help Congress and the President get away with trillions of dollars of corporate welfare on the backs of those least able to pay for it.

If the ratio used to be over 95% before and if Medicare is over 95% now, then why not have the ratio be 95% or more again? Why have for-profit insurance at all?

90% is not really reform. The insurance companies will easily move themselves to the 90% ratio without reducing their gargantuan profits or bloated executive pay one iota by simply increasing premiums.

This will be especially easy for them because (1) they will be able to charge anything they want and (2) tens of millions of Americans will be forced by law to buy their unreliable, claim-denying for-profit insurance, under heavy tax penalty if they don't, with no cost controls, competition or choice of Medicare or other robust public option.

This is just as much an illusion of reform as the Medicare buy-in for 55-64, which just takes away the people the for-profit insurance companies didn't want to insure anyway and dumps them on the public sector.

Not one single more patient will be able to have access to the health care that they need when they need it because of this.
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mikonyc
10:41 AM on 12/13/2009
This article is right on. As a health care provider, I can tell you that all of the scenarios pointed out in this article are true and happen daily. Insurance companies (in particular Aetna of late) work diligently to keep Wall Street happy. BTW, did you know that the man who heads Aetna, is a close buddy of President Obama....he headed up Wellpoint, made that insuarnce giant even more profitable than before he entered, and then Aetna stole him away, and he is doing the same with Aetna....increasing profit margins by mainly by denying claims and kicking sick subscribers off Aetna's subsriber rolls. All of this proves that a capitalist system does not work for healthcare, and is the main reason that healthcare should be government run, not concerning themselves with making a profit.
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10:38 AM on 12/13/2009
The people of the U.S. spend much more of their GDP on health care than any developed nation. The U.S. GDP is an ocean of money - the Pacific Ocean in graphic terms. So we spend a whole bunch more money than any other nation and in return get the 37th worst health care results of all the deveolped and some third world nations. What's up with that?
The short answer is unregulated business. With no anti trust laws, corporations must compete to survive. Not compete to produce an actual product that produces wealth, but to compete for financial control of other companies, with the end product being a monopoly free of competitors.
An unfortunate byproduct of the business model is accumulation of immense wealth which enables them to purchase anything that is on the market - in this case the U.S. government. Our congressional representative hate to admit they prostitute themselves for money. One solution is to split up into teams so each side can blame the other. It is contrary to our form of government. But who wants to admit what they do behind closed doors? The r's come on like the Marines and the d's are the perenial wusslefeather victims. C-SPAN is the circus. Wall Street takes the bread.
It does not matter which side one picks. Both are designed to fail.
08:26 AM on 12/13/2009
Wouldn't prominently listing the MLR in the health insurance exchange data have the same effect?
I certainly shop for charities that way. Letting people vote with their feet seems better than having government say "you must do this" and "you can't do that".

PS: the great 97% MLR from Medicaid comes from creative accounting: many admin costs are off-loaded onto the books of private insurers who provide the Medicare advantage plans.
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JPE33180
Liberal to the max.
10:07 AM on 12/13/2009
Medicare has always had better results than the for profit companies - even when adjusted for the "off loading" you cite. Medicare does not have to advertise or pay outlandish salaries. For money spent on Medicare Supplimental policies - Medicare could probably afford better coverage to all beneficiaries.
peowlemeow
Democrat,non-military,undereducated,semi-retired.
02:22 AM on 12/13/2009
HMOs were going to cure cancer and all sorts of other great things would happen if health care was run like a business.Cancer is still around and health care is getting the business.This crap frosts me no end.
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HUFFPOST COMMUNITY MODERATOR
LHoney
REINSTATE GLASS STEAGALL!!!
02:19 PM on 12/13/2009
Here's Nixon and Erlichman making the fateful decision to foist this upon the American people from the movie SICKO.

http://www.youtube.com/watch?v=9QkgUkM0o6Q
01:33 AM on 12/13/2009
90% MLR?

This bill sounds good, but in reality it would be a huge negative for the country as a whole.

If you look at the administrative costs of Medicare, for example, they are roughly 5-6% when you include all of the in-kind services provided by other government programs, such as the IRS serving as the collection agency.

And then on top of that, we know that at least 10% more money goes toward outright fraud, and is never recouped.

So, the "Medicare model" seems to be about paying out money with few strings attached, and not asking questions. The value private insurers can provide comes from their ability to root out fraud and deny harmful and unnecessary procedures. If the government imposes a straight jacket of 90% MDL on them, they will not be able to add that value any longer.

When Medicare and other government programs blindly fund harmful and unnecessary procedures, and blindly fund fraudulent claims, it drives UP the cost of health care for everyone in the country. When private insurers root out fraud and unnecessary procedures, it drives DOWN the cost of health care for those paying the premiums, and for the country as a whole.

Dems have shown no interest whatsoever in making health care less expensive, and this bill would again be a step in the wrong direction.
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Obamaismyguy
03:20 AM on 12/13/2009
It is painfully obvious you either work for an insurance giant or have lots of money invested in the insurance industry. Your "arguments" are aimed at those in this country who watch only Fox News.
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jadeba
10:51 PM on 12/13/2009
Agree.
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JPE33180
Liberal to the max.
10:11 AM on 12/13/2009
Have you forgotten about Medicare actions in regards to HCA and the huge amount recouped in that effort? If our government watchdogs did a better job on oversight and regulation of certain industries there would be a lot more money available for services, benefits and even tax/rate cuts.
02:23 AM on 12/10/2009
I am once again proud of my junior senator, for whom my boyfriend worked as an intern for two years to help him get elected. We love you Al! :D Keep making us proud!!
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JPE33180
Liberal to the max.
10:13 AM on 12/13/2009
I hoep and believe that Senator Al has the capacity and talent to be the next Wellstone.
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Rosanneofpgh
some days youre the dog;others the hydrant
11:11 AM on 12/13/2009
I knew that Al had the stones to stand up to the rethugs and the DINOs! He has the makings to become a great, compassionate senator, probably as great as Ted Kennedy was. The Minnesota recount process was becoming a joke but Im glad he stuck with it to the bitter end! I wish he was one of my senators.
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beansie
dont bee a dont bee.....bee a do bee...
12:25 PM on 12/08/2009
At last common sense to assist in making this reform start doing what we need it to do. Let's have more great ideas involved in this reform instead of all the crying that no one is going to read this bill much less vote for it......let us all pool together to make this bill worth everything it should be.....could this be the bipartisianship that President Obama is talking about an hoping for.....stop all the bellyaching and get to work!!!!!!!
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blueken
Finger Picking blues man
09:19 AM on 12/08/2009
Let's face it, true health care reform would mean large numbers of health care insurance employees becoming un-employed. It would also mean huge loses in the value of those companies stocks. What would we gain from all this devastation? A more vibrant and competitive economy. Companies would be free of an expense that goes up at 3 times the inflation rate, they could hire more people. The auto industry would no longer have a $1,500 per car expense for health care. We just might start exporting cars again. A government run health care system could sit down with the drug companies and negotiate prices with the buying power of 450 million Americans. Hospitals, doctors and clinics would have uniform billing forms. The un-insured could contribute what they could to health care costs. If the 45 million un-insured contributed an average of $10 per week, that would be $450 million dollars a week. In a government run health care system there would be no CEO who makes $34,000 per hour (United Health Care). Health care reform is a jjoke, not because it goes to far, but because it doesn't go far enough.
11:56 AM on 12/08/2009
While I agree with you about a government run plan it is actually NOT the only option to get where we want to be. I speak from experience from years of health care in the UK, Germany and Denmark in addition to the USA. By far and away, the USA has the worst access to health care I have ever experienced.

If you watched PBS's excellent "Sick Around the World" documentary you would see that there are many differing successful models around. I experienced privately run health care in Germany and it worked great.

The common thread of all these systems:
* Health care is a basic right for all
* It is imoral to profit from basic health care needs

The common denominator of all the various successful systems around the world is strong regulation. Profits are regulated out of the system. Private companies are regulated into behaving with the interests of their customers - the sick - in mind.

The way to get congress to support this weak appology of a public option now being offered is to introduce strong regulation of the PRIVATE health insurance industy. Not just MLR but eliminate profits altogether from basic care policies. Enhanced care (private hospital rooms, cosmetic surgery etc.) can continue to be offered at enormous profit, as happens in the UK, Germany and even Medicare add on private policies here in the USA. This would allow the insurance industry to survive without threatening basic care for all of us.
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JPE33180
Liberal to the max.
10:20 AM on 12/13/2009
Do you really think that a large number of health insurance workers would really loose their jobs? I think there would be less than you may have been led to believe. It isn't Federal employees that administer Medicare now - it's all contracted out to ... the insurance companies. If there were a public option there would still be a large number of people that feel they are entitled to better and that demand would probably spawn a whole new industry of private plans that would be associated with private health spas or clinics or hospitals set up to tend to these people that believe they are above the common good. Of course this will lead to high health cost for them.
08:46 AM on 12/08/2009
Private enterprise unequivocally is more efficient at running business by the very fact that companies go out of business when they're not. When one focuses on federal programs you can't be serious to suggest that our tax dollars are spent wisely. Even the left acknowledges the 100's of billions lost in corruption in Medicare. This can be rooted out NOW without a "bill", but our government is incapable, through its own corruption and ineptness, to do this. Doesn't this give anyone pause? It's okay not to demand this cleanup in our system now before another check is written? Yet many want to hand over a sixth of the economy blindly drinking others kool-aid believing the government is "efficient"?

Many are solely focused on greed that I acknowledge exists, however, add up all those dollars in greed relative to healthcare, then eliminate it, and it still doesn't push the needle down much on a relative per capita cost basis. This is why the CBO isn't slashing the per capita costs based on the current legislation being proposed. The government would need to add billions in heads to manage a government system. These people get paid and generally end up being lifers no matter what quality or ineptness they bring to the table.

The governments current bill gives up on bringing per capita costs down, pegging out at $7300 yr average per individual, higher than it is today. Legislation was supposed to bring health care costs down, remember that?
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MJinCanada
Safe from zombies until my 2nd cup of coffee
12:34 PM on 12/08/2009
Medicare may lose money to fraud, but it is putting more money into patient care than the insurance companies do and spending less on looking for ways to deny honest claims than the insurance companies.
02:30 PM on 12/08/2009
You don't know what you're talking about. Fully 1/6 of domestic GDP goes to health care, the vast majority of what insurance companies take in go to paying claims directly to providers. Most insurance companies operate at less than 10% margin with the exception of one or two. Medicare doesn't come close to what private insurance companies pay out.

Yes things can be fixed, yes there's greed; with insurance, politicians, providers, just go down the list. But somehow this debate got focused on insurance and the less read now only see one slice of a problem that really isn't insurance centric.

Medicare not looking for ways to pay honest claims? What do you think could have been done with the couple hundred billion or so lost every year in medicare fraud.

Governments legislation is based on a premise of cleaning up this fraud. Doesn't anyone stop to ask why not now? It's a complete red herring
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gabemill
03:03 PM on 12/08/2009
There is no "handover" of 1/6 of the economy to the government, per your exaggeration.
You apparently didn't read, or simply dismiss the opinion of Mr. Potter...a former VP at insurance giant Cigna. What equivalent expertise do you bring to this discussion?
05:27 PM on 12/08/2009
Most people are smart enough to know that a government option is a stepping stone to single payer. Most people on HP want that in fact. The President himself has stated this would be his ultimate wish. When one focuses on what government is doing you have to understand the intent of where it's going, you have to listen to what people say, as such, the government option is simply short-term slight of hand to a larger goal. This is what you believe and want too, but will never admit it now.