Wednesday, April 10, 2019

Clover Health's Challenges Offer Takeaways for Venture-Backed MA Firms


After breaking into the Medicare Advantage market five years ago with a focus on technology, San Francisco-based startup Clover Health is in the process of laying off 140 employees with the intent of acquiring more people with health care knowledge.
Founded in 2014 by an investment banker and a software engineer, Clover has reportedly raised close to $1 billion in financing. Clover began offering MA plans in 2015, and now serves nearly 40,000 members across seven states. At the time of Clover's launch, its mission seemed simple: own the technology, control the outcomes. But the insurer in 2016 was fined by CMS for marketing violations and later reportedly ticked off customers when data-sharing negotiations resulted in members receiving unexpected medical bills for blood work.
While there is a need for "consumer-grade technology and service," plans should not "underestimate the underlying complexity in health care or the underlying importance of getting the technicalities right. You can’t gloss over those, especially in MA," says Deb Gordon, senior fellow at the Harvard Kennedy School's Mossavar-Rahmani Center for Business and Government.
Even with the right technology, "the realities are that it’s very hard and very expensive" once a plan starts performing the actual functions of health care and navigating the web of federal guidelines, state insurance regulations and consumer expectations, she adds.
Moreover, there's a danger to acting "bigger than you are" when negotiating with other service providers, which may have been Clover's downfall when attempting to get data from LabCorp and Quest Diagnostics, according to a CNBC report from 2018.

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