The insurance agency is a newly launched
service. The Company is seeking $5M in capital
to fund timing between the “Annual Enrollment
Period” cycle and cash conversion. The “back
book” accumulates and grows over time
generating larger and larger recurring cash flows.
Management is open to either debt-only or a mix
of debt and equity options. The company’s
balance sheet holds no significant liabilities.
Long Track Record of Scalable Operations – For over 15 years, the company has supported
industry-leading clients through its lead generation, sales and customer support, and AI solutions. By
leveraging its proven delivery platform, it has consistently helped clients reduce cost per acquisition,
boost sales conversion rates, and enhance customer satisfaction.
Comprehensive Services Portfolio – The company offers a broad suite of call center and
marketing services, creating an integrated platform focused on sales support, lead generation,
customer and patient engagement, and quality assurance. Its current emphasis is on serving payors,
brokers, and healthcare service providers within the Medicare Advantage ecosystem.
Blue-Chip Clientele with Consistent Year-over-Year Revenue – The company has a strong track
record of serving publicly traded and large privately held insurance brokers through its lead
generation services. Additionally, its call center offerings support clients across multiple industries.
Notably, the top three clients in both the Lead Generation and Call Center segments have
consistently contributed to revenue over the past several years, reflecting long-standing relationships
and dependable income streams.
Strong, Highly Capable Management Team – Connect is a founder-owned and operated company
led by industry veterans with deep experience in the sector. The founders are supported by a skilled
and seasoned management team. Together, they have developed a well-defined strategy to grow
both the lead generation and insurance brokerage segments in parallel, with the goal of fully
capturing the higher lifetime value (LTV) from each client account.
3-Pronged Growth Strategy – The Company has a thoughtful, robust strategy with three core
tenets: 1.) A new line of business, an agency/brokerage business, within Medicare Advantage to
fundamentally improve unit economics; 2.) Grow the core business by significantly investing in
business development capabilities to strengthen existing verticals and explore tangential healthcare
verticals; 3.) Launch a branded AI platform using a buy/build/partner strategy to acquire a portfolio of
AI-centric call center solutions.
