Gohealth, Inc. · NASDAQ:GOCO
Gohealth — Q2 2025 Earnings Presentation
15 slides from Gohealth's earnings presentation, Aug 7, 2025
Slide 1: Investor Presentation
Investor Presentation August 2025
Slide 2: Forward-Looking Statements
FORWARD-LOOKING STATEMENTS This earnings presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended (the “Securities Act”), and Section 21E of the Securities Exchange Act of 1934, as amended (the “Exchange Act”). These forward-looking
Slide 3: Use of Non-GAAP Financial Measures and Key Business Performance and Operating Metrics
USE OF NON-GAAP FINANCIAL MEASURES AND KEY BUSINESS PERFORMANCE AND OPERATING METRICS Non-GAAP Financial Measures In this earnings presentation we use supplemental measures of our performance that are derived from our consolidated financial information, but which are not presented in our Condensed C
Slide 4: GoHealth At-A-Glance
GOHEALTH AT-A-GLANCE GoHealth is a leading health insurance marketplace that provides personalized guidance to Medicare-eligible consumers so they can find a plan that fits their needs and budget. Submission Generation A Differentiated Platform with Scale Internal Agents: Captive Leading Player in t
Slide 5: Evolution of GoHealth
EVOLUTION OF GOHEALTH For over 20 years, GoHealth has been meeting the needs of the growing population of Medicare-eligible consumers. Value Add Operational Model Scale Cash Flow Where GoHealth is today Consumer-centric approach to Streamlined, standard Access to the highest Diversified cash inflow
Slide 6: Go With Confidence
GO WITH CONFIDENCE Large and growing market opportunity supported by alignment with health plan partners. Medicare Advantage Enrollment Growth1 Ranked #1 Medicare Enroller for Health Plans Actual Enrollment 41 42 Distributor Ranking Projected Enrollment 40 38 (Millions) 37 35 AEP Q4 2023 AEP Q4 2024
Slide 7: A Medicare Marketplace
A MEDICARE MARKETPLACE Disrupting the Medicare Advantage broker model. Health Plan Direct Model Traditional Broker Model Individual Health Plan Single Health Plan Select Health Plans Wide Array of Health Plans Other Brokers Consumer Consumer Consumer Consumer Choice Low Medium High Technology Medium
Slide 8: A Differentiated Business Model
A DIFFERENTIATED BUSINESS MODEL AI-Powered Consumer Targeting PlanFit Enrollment Technology Continuous Consumer Engagement 1 Market 3 Review 5 Support Our proprietary national model of Medicare Our Advocate agents conduct PlanFit Check-Ups As consumers access their benefits throughout the beneficiar
Slide 9: Jane's Medicare Journey
JANE’S MEDICAR E JOURNEY At GoHealth, we support consumers throughout their Medicare journeys. 2023 2030 2036 Jane gets diabetes Jane gets new doctors Jane needs dentures Jane becomes one of the ~20M Jane needs more specialists to Jane wants coverage for her seniors diagnosed with diabetes manage he
Slide 10: Medicare According to Plan
MEDICARE ACCORDING TO PLAN Industry-leading Capabilities, Powered by AI and Automation. GoHealth Technology GoHealth Agents PlanFit Tool Efficient Encompass Workflows Getting customers into the right plan Facilitates a seamless transition from validating enrollment to onboarding and engaging new pla
Slide 11: Differentiated Operating Model
DIFFERENTIATED OPERATING MODEL Producing industry-leading customer acquisition costs (Direct Operating Cost per Submission). Direct Operating Cost Per Submission is 17-31% Lower than Peers (in FY24) +17% +31% $755 $675 $578 Peer 1 Peer 2 The cost comparisons presented are based on publicly available
Slide 12: Investment Highlights
INVESTMENT HIGHLIGHTS Large and Unbiased Unique Proprietary Tech Growing Market Shopping Experience Encompass Offering and Data Platform 40M+ Medicare Advance Pressure-free marketplace Provides predictability, Powered by machine learning enrollees by 2030 and nearly platform for senior citizens resi
Slide 13: Appendix
Appendix GoHealth* 13
Slide 14: Management Team
MANAGEMENT TEAM Seasoned leadership team with broad experience in healthcare, technology, and consumer experience. Vijay Kotte CHIEF EXECUTIVE OFFICER Michael Hargis CHIEF OPERATING OFFICER ★ Licensed in Health Insurance ★ Licensed in Health Insurance 20+ years of healthcare exp. 20+ years direct to
Slide 15: Investor Presentation
Investor Presentation GoHealth.com | 222 W. Merchandise Mart Plaza, Suite 1750, Chicago, IL 60654 | 1-312-386-8200 Copyright © 2025 GoHealth. All Rights Reserved. 15