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SelectQuote Inc Investor Update Call Hosted by RBC Capital Markets Transcript

Aug 13, 2020 / 06:00PM GMT
Release Date Price: $73.86 (-0.16%)
Frank George Morgan
RBC Capital Markets, Research Division - MD of Healthcare Services Equity Research & Analyst

Good afternoon, everyone. This is Frank Morgan with RBC Capital Markets. Welcome, everyone, to the RBC fireside chat with SelectQuote. Today's call is part of an ongoing series of events to provide more insights into the direct-to-consumer Medicare Advantage broker industry. This industry has emerged as a high-growth opportunity, which plays on the theme that MCOs are enjoying in the Medicare Advantage market: attractive demographics with additional upside from relatively low penetration rate in the Medicare-eligible population. Wall Street has certainly taken note. Including the most recent IPO, we now have 3 publicly traded companies in this sector. But with this growth, there have also been issues and concerns that hopefully we can address today.

I would like to introduce SelectQuote's CEO, Tim Danker; and CFO, Raff Sadun. Welcome, gentlemen, and thanks for also providing a deck as part of this fireside chat today, certainly noticed several interesting slides, particularly

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