Investor Presentation – March 2024
Investor presentation
Disclaimer
This presentation may contain forward-looking statements. You should not rely upon forward-looking statements as predictions of future events. All statements other than statements of historical facts contained in this presentation, including information concerning our possible or assumed future results of operations and expenses, business strategies and plans, competitive position, business and industry environment and potential growth opportunities, are forward-looking statements. Forward-looking statements involve known and unknown risks, uncertainties and other factors that may cause our actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements. Given these uncertainties, you should not place undue reliance on any forward-looking statements in this presentation. Except as required by law, we disclaim any obligation to update any forward-looking statements forany reason after the date of this presentation, or to update the reasons why actual results could differ materially from those anticipated in theforward-looking statements, even if new information becomes available in the future.
Further information on potential factors that could affect the financial results of
This presentation is strictly confidential, is for informational purposes only and may not be relied upon in connection with the purchase or sale of anysecurity. You may not disclose any of the information contained herein to any other parties without our prior express written permission.
This presentation shall not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
Our History
14
corporate offices
1,400+
employees
Began franchise
GooseheadReaches
GooseheadReaches
TWP
~2,300
selling agents across corporate & franchise
Investment Highlights
We've built a differentiated businessmodel positioned to grow in a massive & fragmented industry
2 3 4 5
We have a robust and innovative technology platform
Totalrevenue($mm)
We deliver better value for clients, agents, and carriers
2020
2021
2022
2023
Focused on Personal Lines
Proven track record of strategicallysolving industry challenges
Recurring revenue with expandingmargins and a very long runway forgrowth
Homeowners
TTM Dec23 Total premiums:
|
Automo |
Other tive39% 58%Hom TTM Dec23 Total premiums: |
About Us
|
|
|
25% |
|
in total written |
YTD 2023 Revenue |
YTD 2023 revenue growth |
|
premiums |
||
|
92 |
~1.50M |
86% |
|
Net Promoter Score |
Policies in Force |
Industry leading customer |
|
retention |
||
|
1,226 |
2,257 |
|
|
Operating franchises |
Total Producing Agents |
1Data as of 12/31/2023.
Our Purpose
Navigating insuranceso you don't have to
Power of Choice
The choice model provides consumers with best experience, the right coverage, the lowest price and a greater opportunity for agents.
Candid Advice
Knowledgeable sales and service agents are critical to help consumers understand their policy and make smart insurance decisions.
Passionate Service
Agents provide a superior service and experience by leveraging technology to simplify the shopping process and engage with clients through the method theyprefer.
Goal: Be the Largest Personal Lines Distributor in
2022 US Auto and Homeowners Direct Written Premium
$B
Nationwide
GSHD
American FamilyTravelersFarmersLiberty Mutual
GeicoProgressiveAllstate
Source:
10
Attachments
Disclaimer



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