US health insurers have their core US markets in upheaval following passage of the health care reform legislation. Greater investment in information technology and international markets are certainties for several top companies.
Mark Bertolini of health insurer Aetna says, "We can't stay where we are. We have to move. We have to change. Aetna views international markets as an enticing post-reform option. Health insurers sell expatriate coverage to multinational companies that are increasingly globalizing. A rising middle class of overseas consumers who can afford insurance products beyond what their governments offer provides another avenue for international growth."