Slide 1: Population Health – May 2021
Presents: ps : Population "G3 Health May 2021
Slide 2: Disclaimer
Disclaimer Forward-Looking Statements This presentation contains forward-looking statements. These forward-looking statements reflect our current views with respect to, among other things, future events and our financial performance. These statements are often, but not always, made through the use o
Slide 3: SelectQuote – The Leader in Direct-to-Consumer Insurance
SelectQuote – The Leader in Direct-to-Consumer Insurance SelectQuote’s 100% internal agent force and purpose-built technology make us the #1 direct-to-consumer insurance distribution platform. WHO WE ARE 35+ 100% Years in Internal We are a leading technology-enabled, direct-to-consumer Operation Age
Slide 4: U.S. Healthcare Challenges
U.S. Healthcare Challenges Low patient engagement and limited health literacy leads to higher healthcare cost and poor health outcomes. 96% 42% $25Bn Chronic Seniors Need More Avoidable Condition % of Benefit Info to Medicare Cost Medicare Manage Care from Low Patient Engagement Barriers Spend Liter
Slide 5: U.S. Healthcare Solutions
U.S. Healthcare Solutions Actively managed, high-touch patient journey focused on improving medication adherence, health literacy, and engagement in best-in-class healthcare services. Healthcare Patient Wellness Literacy Re-engagement Education Education Patient Engagement Barriers Low Patient Healt
Slide 6: Healthcare Services Market TAM
Healthcare Services Market TAM Healthcare services represent an addressable market opportunity in excess of $1 Trillion. $4T U.S. Healthcare TAM $600Bn+ Medicare Advantage Value-Based Care TAM $500Bn+ U.S. Pharmaceutical TAM $30Bn+ Medicare Advantage Distribution TAM SLQT $584M LTM 2QFY21 Senior Rev
Slide 7: populationhealth.com
populationhealth.com Actively managed, high-touch patient experience focused on: • Improving patient engagement and health literacy to access more benefits through tailored education • Simplifying the healthcare journey through personalized solutions • Facilitating better healthcare options through
Slide 8: One-Stop-Shop for Senior Health Information Needs
One-Stop-Shop for Senior Health Information Needs Patients will look to Population Health as their valued advisors pertaining to healthcare plans and benefits. Medicare Plan Healthcare Literacy Value-Based Prescription Drug Patient Benefits + Wellness Primary Care Management Engagement • Medicare Ad
Slide 9: Population Health’s Ecosystem of Leading Providers
Population Health’s Ecosystem of Leading Providers Leading Medicare insurers, Value-Based Primary Care providers, and a specialized medication management pharmacy serve as the foundational pillars to achieving improved patient outcomes. Healthcare Literacy & Wellness Value-Based Care Specialized Med
Slide 10: Population Health Value Proposition
Population Health Value Proposition Leverages SelectQuote’s industry leading customer acquisition platform to deliver scale and efficiency to partner organizations. Scale Efficiency Millions 500,000+ 80%+ ~9M Leads developed Annual approved Health risk Prescriptions Medicare policies assessment coll
Slide 11: Population Health Delivers Tremendous Value to All Stakeholders
Population Health Delivers Tremendous Value to All Stakeholders Accelerating the alignment of patients with value-based care providers to deliver significant benefits to all parties. Population Health Tremendous value to all stakeholders SelectQuote Patients New revenue Better health streams and out
Slide 12: Key Technological Functionality
Key Technological Functionality Proprietary, purpose-built, and highly-customizable technology platform. SelectCare Partner Integration 1 Analytics & • Direct integration with healthcare Data Science Proprietary CRM service providers and parent • Efficient and accurate sales and Carrier Integration
Slide 13: Rapid Development Approach
Rapid Development Approach Utilizing a rapid development approach to design, build, and launch new applications quickly and effectively. CI/CD Component Libraries Serverless APIs Continuous Integration and Deployment Proprietary common component and Applications that leverage scalable, enables busin
Slide 14: Meet “Henry”
Meet “Henry” Age 78 Hometown Fort Wayne, Indiana Family Widower, 1 daughter in Phoenix Residence Lives independently in home of 40 years Income Social Security only Health Diabetes, Hypertension Medications Metformin, Atorvastatin, Lisinopril, Amlodipine, Victoza, Jardiance Henry, 78-year old widowe
Slide 15: Population Health Patient Case Study
Population Health Patient Case Study Next Best Action Population • Ancillary Services SelectCare Health Risk Health • Value-Based Care Triggers Assessment Enrollment • SelectRx Outreach Updated Population Health CSA SelectQuote Health Risk Wellness Check-In Welcome Call Assessment Additional Relevan
Slide 16: Early Traction Since Launch
Early Traction Since Launch Making significant progress in patient engagement since launching on April 1st. 1 1 80%+ 2 29k Patient Opt-In Rate Total Patient Opt-Ins 2 3 28k 4 27k Health Risk Health Literacy Assessments Assessments 3 5 7k 4 Total VBC 5 Introductions1 1 Results since trial initiated 9
Slide 17: SelectQuote’s Healthcare Flywheel
SelectQuote’s Healthcare Flywheel Patients will look to Population Health as their valued advisors pertaining to healthcare plans and associated benefits. • Improved patient outcomes • Lower carrier MLRs • Improved MA retention • More benefits • Simple solutions • Better healthcare Leading Direct-to
Slide 18: Acquisition of Express Med Pharmaceuticals
Acquisition of Express Med Pharmaceuticals The specialized medication management pharmacy which will be re-branded SelectRx provides an attractive entry point to a growing industry critical to Senior health. WHAT IS SelectRx? SelectRx is a high touch, technology-driven specialized SelectRx at-a-Glan
Slide 19: SelectRx + Population Health – Significant Growth Potential
SelectRx + Population Health – Significant Growth Potential Population Health provides SelectRx with a platform to rapidly scale its successful patient-focused specialized medication management pharmacy solution. Express Med with Patients ~2,500 current members 500k+ annual approved Medicare policie
Slide 20: SelectRx Illustrative Economics at Scale
SelectRx Illustrative Economics at Scale With greater scale, we believe that SelectRx can contribute significant EBITDA and cash flow to SelectQuote. Revenue Per Member Gross Profit Per Member $20,000 $4,000 $3,409 $15,415 $15,415 $3,101 $15,000 $3,000 $11,561 $2,119 $10,000 $2,000 $1,146 $1,260 $5,
Slide 21: Investment Highlights
Investment Highlights ❶ Leverages SelectQuote’s proven, flexible acquisition platform (agents, technology, carriers, customers) ❷ Accelerates adoption of value-based care and pharmacy drug adherence solutions, creating a win-win-win-win for patients, carriers, Value-Based Care service providers, and
Slide 22: Appendix
APPENDIX May 2021 22
Slide 23: Sourcing
Sourcing • Slide 4 • 96% Chronic Condition % of Medicare Spend – Centers for Medicare and Medicaid Services (CMS), https://www.cms.gov/mmrr/downloads/mmrr2013_003_02_b02.pdf • 42% Seniors Need More Benefit Info to Manage Care – National Center for Health Statistics, “Prescription Drug Use in the Uni
Slide 24: Sourcing
Sourcing • Slide 6 • $30Bn Medicare Advantage Distribution TAM – MedicarePayment Advisory Commission, Source: MedPAC July 2020 Data Book, Part B and Part D Spending. http://medpac.gov/docs/default-source/data-book/july2020_databook_entirereport_sec.pdf?sfvrsn=0 • $500Bn+ U.S. Pharmaceutical TAM – IQ