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    Robert M. McGuire

    Senior Analyst at Granite Research

    Robert M. McGuire is a Senior Analyst at Granite Research, specializing in equity research with a focus on mid-cap industrials and chemicals. He has covered specific companies including Gohealth Inc, CVR Partners LP, and another unnamed firm, actively participating in earnings calls and delivering actionable insights for institutional investors. McGuire started his analyst career at Granite Research in the early 2020s and has demonstrated a track record of thorough company coverage, though comprehensive third-party rankings or performance metrics are not publicly available. He holds relevant securities licenses, is FINRA registered, and is known for his deep sector expertise and precise quantitative financial analysis.

    Robert M. McGuire's questions to GoHealth (GOCO) leadership

    Robert M. McGuire's questions to GoHealth (GOCO) leadership • Q3 2024

    Question

    Robert M. McGuire inquired about GoHealth's efforts to reduce customer acquisition costs (CAC), the expected CAC trend in Q4 and beyond, and whether the e-TeleQuote acquisition model is repeatable. He also asked about the anticipated mix of agency versus non-agency business.

    Answer

    CEO Vijay Kotte detailed that CAC reduction is driven by better marketing targeting, increased agent efficiency via AI and automation, and real-time supply-demand matching. He confirmed that GoHealth's platform creates unique synergy opportunities and the company is actively seeking similar acquisitions. Regarding the business mix, he explained that while initial contracts are based on predicted market stability, the final agency vs. non-agency mix is ultimately determined by consumer choice and finding the best plan for their needs.

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