SelectQuote (SLQT) Investor presentation summary

Leadership and management

• Executive team has deep experience in insurance, technology, and finance, with proven track records in growth and innovation.

• CEO, COO, CFO, and other key leaders have backgrounds in direct-to-consumer insurance, SaaS, and consulting.

Business evolution and platform expansion

• Founded in 1985, initially focused on direct-to-consumer term life insurance distribution.

• Expanded into senior health, auto & home, and final expense insurance, and later into healthcare services and pharmacy.

• Achieved over 6 million policies sold by 2023 and surpassed 100,000 pharmacy members in 2025.

Technology and customer acquisition

• Proprietary technology platform optimizes lead scoring, routing, and agent selection to maximize customer satisfaction and policyholder value.

• Intelligent automation drives efficiency, reducing enrollment time by over 30% and supporting over 10 million calls.

• Highly skilled, 100% internal agent force engages in ~25,000 daily conversations with seniors.