Carrier alertCarriers

Oscar: find members at risk of losing financial assistance

A new filter in Oscar's broker portal shows members CMS says may lose their premium tax credit for 2027. Without action, they could see a sudden premium jump.

The Haven Brief · Haven Brief desk 2 min read
The bottom lineFlagged members should actively re-enroll with updated income, not auto-renew.

Oscar added a "Financial Assistance at Risk" filter to the Book of Business in its broker portal. It lists members that CMS has flagged as possibly losing their premium tax credit for 2027.

Why a member gets flagged

  • The Marketplace couldn't verify their income with the IRS.
  • Their application hasn't been updated in several years.
  • Their income may now be too high to qualify.

If nothing changes, these members could renew into 2027 without their tax credit and see a sharp premium increase in January.

For the Haven team

What Haven agents should do next, who to call and internal notes are for signed-in team members.

Sign in to read

Sources

  1. Oscar Broker Team notice to appointed brokers, "Action Needed: Members at Risk of Losing Financial Assistance," Oct 20, 2026

Reporting by the Haven Brief desk at Haven Health Group, based on the sources above. Plan details vary by state and carrier; confirm before you enroll.