Jim Geraghty is on fire this week, and in today’s Morning Jolt (subscribe here) he offers this…

Dear Health-Insurance Companies,

You had better be ready to fund a massive advertising campaign laying out how you’re only following the law on dropping people’s existing coverage.

Because trust me when I say that the Democrats will scapegoat you morning, noon, and night for the next year over the problems with Obamacare.

It doesn’t matter that the problems of Obamacare aren’t actually your fault. Control of the House and Senate are at stake. The Democratic party’s image could take a crippling blow. They could become known as the party “that took away your old coverage that you were okay with, jacked up your premiums, forced you into a plan with a huge deductible, forced you away from the doctor you liked, and told you all along that they were helping you.”

You are already an old reliable villain in Democratic party advertising, and liberals are desperately hunting for a new scapegoat.

We talked to a contact at Blue Cross Blue Shield of Louisiana, and from what we’re told they’re well ahead of Geraghty’s admonition. The mood there isn’t good – the exact number of Obamacare policies BCBS has sold after spending $60 million to prepare for the new law is not something we can pass along (we were sworn to secrecy on that figure), but it’s shockingly small. And they’re extremely concerned about what comes next; the fear that single-payer, socialized medicine is coming next is pervasive.

It has to be a strange feeling to know that the people who control the federal government wants to put your company out of business. But that’s exactly what Obama, Reid, Pelosi and Sebelius are saying they want when they say they’re ultimately in favor of single-payer health insurance.

This is going to set up one of the most pivotal political battles of the 21st century. We’re seeing something akin to Cortes’ burning of his ships upon reaching the New World…

CBS News has learned more than two million Americans have been told they cannot renew their current insurance policies — more than triple the number of people said to be buying insurance under the new Affordable Care Act, commonly known as Obamacare.

There have been estimates about hundreds of thousands of people losing coverage, CBS News’ Jan Crawford reported on “CBS This Morning.” CBS News has reached out to insurance companies across the country to determine some of the real numbers — and this is just the tip of the iceberg, Crawford said. The people who are opening the letters are shocked to learn they can’t keep their insurance policies despite President Obama’s assurances to the contrary.

If you don’t have coverage and you need it, you’ll buy Obamacare – unless you can’t afford it. And if you can’t afford it you’ll look to government for help. And the more that happens, the larger the dependency class will grow. And grow. And grow. Until the insurance companies depend on the government to subsidize most if not all of their customers – and that means the Blue Cross Blue Shields of the world will be recipients of taxpayer largesse, and that will mean the government owns them in large measure.

There is a very small leap to single-payer from such a situation.

And it seems the only thing that can stop that event is for the Democrat Party to be beaten into the ground  for its mendacity and incompetence with such vigor as to overwhelm their attempts to put this on the insurers. There is little merit in, for example, Valerie Jarrett’s attempt on Twitter yesterday to say that those two million people are being dropped because the insurers decided to drop them, but Democrats get away with saying meritless things all the time.

Health insurance companies are going to want to become the biggest backers of conservative politicians imaginable. If they stand still, this will all be their fault.