O slideshow foi denunciado.
Utilizamos seu perfil e dados de atividades no LinkedIn para personalizar e exibir anúncios mais relevantes. Altere suas preferências de anúncios quando desejar.

Investor Deck - JibeHealth.com

421 visualizações

Publicada em

JibeHeallth.com Investor Deck.

Publicada em: Saúde
  • Seja o primeiro a comentar

  • Seja a primeira pessoa a gostar disto

Investor Deck - JibeHealth.com

  1. 1. Proven Machine | Battle Tested Team | Profitable Traction Get Matched with the right health plan 1
  2. 2. Consumers choose the wrong Health Plan up to 88% of the time. Consumers choose the wrong Health Plan up to 88% of the time. Problem 2
  3. 3. Consumers choose the wrong Health Plan up to 88% of the time. 1. Consumers unable to make clear decision based on their needs. 2. The Average Consumer stands to loose up to half a year salary for a family of four 3. Costing Tax Payers $9 Billion a Year for consumer errors 4. Lower Member Retention Pain 3
  4. 4. Tax Penalties • The Tax penalties for individuals without health coverage increases substantially in 2014 and rises again in 2015. 50 Million Uninsured • As a result we expect that a large number of the current uninsured population of 50 million will enter the individual health insurance market. Accordingly, after 2014, Small Business • Department of labor statistic identify that 90% of American small business have less than 50 employees Employers Dropping Coverage • The McKinsey survey estimates that approximately 30% of employers would “definitely” or “probably” drop employer-sponsored insurance starting in 2014. • Employers dropping group coverage and an additional 45 million uninsured Americans entering the individual insurance market Up to 80% of consumers pick wrong plan • Consumers have a lower quality of care • Pay more out of pocket • Lower persistency of enforce policies Continued Pain 4
  5. 5. 2M in Revenue in 2014 426K in Net Income 2014 100,000 Customers Assisted Proven Marketing Campaigns Licensed in 24 States Client Retention and Customer Service Upsell and Parallel Product Offerings Product Offering (Health, Life, Dental, Critical, Accident) February 2013 •Bootstrapped with 300K by Founders •Delivered 14,000 policies September 2013 •100% Internal Client Acquisition from in house marketing campaigns September 2014 •Awarded CMS HHS contract to offer “Obamacare” plans in all states December 2014 •Integrated Web Broker Entity and Qualified Health Plan and Real Time Federal Facilitated Marketplace data directly into JibeHealh.com May 2015 •Completed CMS/HHS data hub integration and in beta. Traction 5
  6. 6. We use advanced analytics to match you with a Health Plan based on your individual needs and help you get the money to pay for it! Solution 6
  7. 7. Save Match Buy Seamless Process 7
  8. 8. Client Acquisition occurs from the Web through our JibeHealth.com platform or over the phone via a licensed Agent. Our platform matches the right Health and Medical Insurance products based on loves and needs of consumers. Backend Client Retention and Customer care follows life cycle of customer and policy to maximize retention of members. Marketing of new product offerings and ancillary products to existing members. Click or Call Match the Right Product Client Retention and Customer Care New Product Offerings Client Gestation 8
  9. 9. 37 Million 15 Million 53M JibeHealth Playground 37M without Health Insurance and a addition 15.7M currently in the Health Exchange Market Place Market Overview 9
  10. 10. 10 Competitive Matrix
  11. 11. Marketing Overview 11
  12. 12. Cost per Acquisition $150 Retention 70% Customers with Multiple Products 67% Average Monthly Revenue per Medical $47.69 Average Monthly Ancillary Revenue $26.00 Key Performance Metrics 12
  13. 13. 0 2000 4000 6000 8000 10000 12000 14000 16000 FL TX GA IL CA PA VA NC OH MD TN LA AL MO NY AZ IN MS WA KY SC CO WI AR MN MI NJ KS CT UT OK OR MA NV IA NE DC RI WV NH ID NM DE MT ME ND SD WY ON HI AK JibeHealth Enrollment Targets by State 2015-2019 2015 2016 2017 2018 2019 Enrollment Targets – Enrollees Year New Enrollees 2015 24K 2016 38K 2017 57K 2018 76K 2019 105K 13
  14. 14. 0.00% 2.00% 4.00% 6.00% 8.00% 10.00% 12.00% 14.00% 16.00% 18.00% 20.00% FL TX GA IL CA PA VA NC OH MD TN LA AL MO NY AZ IN MS WA KY SC CO AxisTitle JibeHealth Generated Calls Compared to CMS Generated Calls by State Comparison of Healthcare.gov Enrollment to Calls Generated in our Target Markets 2013-2014 Percentage of Calls by State: JibeHealth Percentage of Enrolled by HHS/Healthcare.gov by State 14
  15. 15. $(50,000,000.00) $- $50,000,000.00 $100,000,000.00 $150,000,000.00 $200,000,000.00 $250,000,000.00 $300,000,000.00 2015 2016 2017 2018 2019 AxisTitle Axis Title Cash Flow Projections Total Revenue Total Client Aquisiton Costs Net Income Cash Linear (Total Revenue) 2 per. Mov. Avg. (Net Income) 15
  16. 16. ACA Avg Premium 429.00$ Commission Rate 11% CPA 150.00$ Average Monthly Major Medical Commission47.19$ Average Montly Ancilllary Commisson 26.00$ % of Policies with Anc 67% Persistency 70% Projected Sales JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YEAR Net New Clients 100 200 200 200 1000 5000 7500 10000 24200 Clients Accrued JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC Total Total Accrued Clients 275 475 675 875 1875 6875 14375 25425 Cash Balance 0 0 (4,669.40)$ (8,462.00)$ (38,377.80)$ (216,416.80)$ (1,015,071.80)$ (2,051,806.80)$ (3,094,161.80)$ (3,094,161.80)$ Total Revenue -$ -$ 16,330.60$ 28,207.40$ 40,084.20$ 51,961.00$ 111,345.00$ 408,265.00$ 853,645.00$ 1,509,838.20$ Total Marketing Spend -$ 1,000.00$ 2,000.00$ 30,000.00$ 150,000.00$ 750,000.00$ 1,125,000.00$ 1,500,000.00$ 3,558,000.00$ Operating Expenses 0 0 20,000.00$ 30,000.00$ 40,000.00$ 80,000.00$ 160,000.00$ 320,000.00$ 396,000.00$ 1,046,000.00$ Net Income -$ -$ (4,669.40)$ (3,792.60)$ (29,915.80)$ (178,039.00)$ (798,655.00)$ (1,036,735.00)$ (1,042,355.00)$ (3,094,161.80)$ Projected Sales JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YEAR Net New Clients 5000 1000 500 500 400 350 350 500 2000 7500 9000 18000 38100 Clients Accrued JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC Total Total Accrued Clients 25425 30425 31425 31925 32425 32825 33175 33525 34025 36025 43525 52525 70525 Cash Balance (2,730,323.60)$ (1,742,065.93)$ (641,396.35)$ 477,979.20$ 1,631,060.70$ 2,806,606.98$ 3,995,247.42$ 5,174,482.04$ 6,147,422.62$ 6,370,187.04$ 6,648,540.86$ 5,913,601.95$ 5,913,601.95$ Total Revenue 1,509,838.20$ 1,806,758.20$ 1,866,142.20$ 1,895,834.20$ 1,925,526.20$ 1,949,279.80$ 1,970,064.20$ 1,990,848.60$ 2,020,540.60$ 2,139,308.60$ 2,584,688.60$ 3,119,144.60$ 24,777,974.00$ Total Marketing Spend 750,000.00$ 150,000.00$ 75,000.00$ 75,000.00$ 60,000.00$ 52,500.00$ 52,500.00$ 75,000.00$ 300,000.00$ 1,125,000.00$ 1,350,000.00$ 2,700,000.00$ 6,765,000.00$ Operating Expenses 396,000.00$ 668,500.53$ 690,472.61$ 701,458.65$ 712,444.69$ 721,233.53$ 728,923.75$ 736,613.98$ 747,600.02$ 791,544.18$ 956,334.78$ 1,154,083.50$ 9,005,210.25$ Net Income 363,838.20$ 988,257.67$ 1,100,669.59$ 1,119,375.55$ 1,153,081.51$ 1,175,546.27$ 1,188,640.45$ 1,179,234.62$ 972,940.58$ 222,764.42$ 278,353.82$ (734,938.90)$ 9,007,763.75$ Projected Sales JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YEAR Net New Clients 6000 1000 1000 1000 1000 1000 1000 1000 3000 10000 16000 24000 57000 Clients Accrued JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC Total Total Accrued Clients 70525 76525 77525 78525 79525 80525 81525 82525 83525 86525 96525 112525 136525 Cash Balance 26,516,449.66$ 29,229,396.84$ 31,979,755.93$ 34,767,526.95$ 37,592,709.89$ 40,455,304.75$ 43,355,311.53$ 46,292,730.22$ 49,242,556.88$ 50,979,623.26$ 52,190,808.84$ 52,800,585.14$ 52,800,585.14$ Total Revenue 4,188,056.60$ 4,544,360.60$ 4,603,744.60$ 4,663,128.60$ 4,722,512.60$ 4,781,896.60$ 4,841,280.60$ 4,900,664.60$ 5,396,550.25$ 5,138,200.60$ 5,732,040.60$ 6,682,184.60$ 60,194,620.85$ Total Marketing Spend 900,000.00$ 150,000.00$ 150,000.00$ 150,000.00$ 150,000.00$ 150,000.00$ 150,000.00$ 150,000.00$ 450,000.00$ 1,500,000.00$ 2,400,000.00$ 3,600,000.00$ 9,900,000.00$ Operating Expenses 1,549,580.94$ 1,681,413.42$ 1,703,385.50$ 1,725,357.58$ 1,747,329.66$ 1,769,301.74$ 1,791,273.82$ 1,813,245.90$ 1,996,723.59$ 1,901,134.22$ 2,120,855.02$ 2,472,408.30$ 22,272,009.71$ Net Income 1,738,475.66$ 2,712,947.18$ 2,750,359.10$ 2,787,771.02$ 2,825,182.94$ 2,862,594.86$ 2,900,006.78$ 2,937,418.70$ 2,949,826.66$ 1,737,066.38$ 1,211,185.58$ 609,776.30$ 28,022,611.14$ Revenue Projections FY2018 Revenue Projections FY2017 JibeHealth Revenue Model Residual Revenue Projections FY2015 Revenue Projections FY2015 Revenue Projections FY2016
  17. 17. Projected Sales JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YEAR Net New Clients 1000 1000 1000 1000 1000 1000 1000 1000 4000 16000 22500 30000 76500 Clients Accrued JAN FEB calc APR MAY JUN JUL AUG SEP OCT NOV DEC Total Total Accrued Clients 136525 137525 138525 139525 140525 141525 142525 143525 144525 148525 164525 187025 217025 Cash Balance 57,758,247.51$ 62,753,321.81$ 67,785,808.03$ 72,855,706.17$ 77,955,334.01$ 83,100,055.98$ 88,282,189.88$ 93,501,735.70$ 98,308,693.44$ 101,465,298.86$ 104,245,494.99$ 106,742,459.33$ 106,742,459.33$ Total Revenue 8,107,400.60$ 8,166,784.60$ 8,226,168.60$ 8,285,552.60$ 8,332,742.60$ 8,404,320.60$ 8,463,704.60$ 8,523,088.60$ 8,582,472.60$ 8,820,008.60$ 9,770,152.60$ 11,106,292.60$ 104,788,689.20$ Total Marketing Spend 150,000.00$ 150,000.00$ 150,000.00$ 150,000.00$ 150,000.00$ 150,000.00$ 150,000.00$ 150,000.00$ 600,000.00$ 2,400,000.00$ 3,375,000.00$ 4,500,000.00$ 12,075,000.00$ Operating Expenses 2,999,738.22$ 3,021,710.30$ 3,043,682.38$ 3,065,654.46$ 3,083,114.76$ 3,109,598.62$ 3,131,570.70$ 3,153,542.78$ 3,175,514.86$ 3,263,403.18$ 3,614,956.46$ 4,109,328.26$ 38,771,815.00$ Net Income 4,957,662.38$ 4,995,074.30$ 5,032,486.22$ 5,069,898.14$ 5,099,627.84$ 5,144,721.98$ 5,182,133.90$ 5,219,545.82$ 4,806,957.74$ 3,156,605.42$ 2,780,196.14$ 2,496,964.34$ 53,941,874.20$ Projected Sales JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YEAR Net New Clients 1000 1000 1000 1000 1000 1000 1000 1000 1000 24000 31000 45000 105000 Clients Accrued JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC Total Total Accrued Clients 217025 218025 219025 220025 221025 222025 223025 224025 225025 226025 250025 281025 326025 Cash Balance 106,742,459.33$ 115,467,014.34$ 123,511,160.12$ 131,592,717.82$ 139,711,687.43$ 147,868,068.97$ 156,061,862.43$ 164,293,067.81$ 172,561,685.11$ 177,417,714.32$ 182,121,629.62$ 185,885,314.44$ 185,885,314.44$ Total Revenue 14,021,985.25$ 14,086,595.25$ 13,006,580.60$ 13,065,964.60$ 13,125,348.60$ 13,184,732.60$ 13,244,116.60$ 13,303,500.60$ 13,362,884.60$ 13,422,268.60$ 14,847,484.60$ 16,688,388.60$ 165,359,850.50$ Total Marketing Spend 150,000.00$ 150,000.00$ 150,000.00$ 150,000.00$ 150,000.00$ 150,000.00$ 150,000.00$ 150,000.00$ 150,000.00$ 3,600,000.00$ 4,650,000.00$ 6,750,000.00$ 16,350,000.00$ Operating Expenses 5,188,134.54$ 5,212,040.24$ 4,812,434.82$ 4,834,406.90$ 4,856,378.98$ 4,878,351.06$ 4,900,323.14$ 4,922,295.22$ 4,944,267.30$ 4,966,239.38$ 5,493,569.30$ 6,174,703.78$ 61,183,144.69$ Net Income 8,683,850.71$ 8,724,555.01$ 8,044,145.78$ 8,081,557.70$ 8,118,969.62$ 8,156,381.54$ 8,193,793.46$ 8,231,205.38$ 8,268,617.30$ 4,856,029.22$ 4,703,915.30$ 3,763,684.82$ 87,826,705.82$ Revenue Projections FY2019
  18. 18. Peter Colon – Co Founder Chief Executive Officer Peter leads the entire organization bringing with him a strong skill set of leadership acquired early on in the United States Navy & Marine Corp acquiring the Achievement Medal and Battle Efficiency Medals. Peter took his leadership abilities an applied them to the world of Finance and Insurance with tenures at AXA equitable, Mass mutual and BeamaLife. Peter’s insider’s knowledge of the insurance world combined with his vision of impactful technological applications within these old school markets makes for execution that packs a punch. Peter has received inspiration and personal mentorship from some of Americas most talented CEO’s including George Feldenkrais – Perry Ellis CEO, Manny Medina – Terremark Corporation. Peter holds licenses in 45 States and is CMS/HHS Certified. Peter is often called as a key note speaker for the various charities he is involved in “We Do Art” Miami based nonprofit “Food for Life Network” Miami Based food bank for families with HIV. Peter is Married with three children and lives in Miami Florida George Theodore – Co Founder Chief Operating Officer George Theodore is a seasoned serial entrepreneur with well over twenty years’ experience in capital markets, sales, marketing and public relations. Mr. Theodore is a gifted communicator well skilled in identifying emerging market trends and understanding the multiplicity of consumer phycology. Georges experience has empowered him with a diverse breadth of knowledge and success across multiple industries and markets. Mr. Theodore is responsible for the company’s go to market strategy and leads in the development and execution of the company’s global vision. George was born with terminal optimism and suffers from a severe positive mental attitude. Mr. Theodore has been published and featured in several media publications including, Marketing Magazine, Ad Age, The Wall Street Reporter.com, Report on Business. George is an avid collector of vintage mobile devices, Mr. Theodore has a daughter and resides in Palm Beach Florida. Shane McIntyre – Co Founder Chief Technology Officer Shane is a native Floridian who earned his Bachelor’s Degree in Computer Science at Florida Atlantic University. Certified in Microsoft , ITIL, PMI Shane comes packing with over 20 Years of experience leading Information technology across a variety of verticals Shane has managed large enterprise companies and technology startups. Shane started his career out at PBS&J now Akins Engineering. Having lead successful technology startups Shane understands the intimate relationship between technology and marketing. Shane has the unique ability to align technology around the strategic goals and vision of the company while executing with precision. Shane’s core belief is that technology must provide value both in generating revenue and provide efficiency across all channels and service lines. Shane makes an exceptional Tech- Hoagie wrapping good processes, with great people and superb products to deliver exceptional value and leadership for the firm, stakeholders, and investors 17 TeamJibe
  19. 19. bizdev@jibehealth.com. george.theodore@jibehealth.com 1-877-708-5423 x377 40 SE 5th Street Suite 600 Boca Raton FL 33432 JibeHealth.com 18

×