SelectQuote, Inc. (NYSE:SLQT) Q4 2023 Earnings Call Transcript

That’s very powerful us — for us. And we highlighted rev-to-CAC over 4x. And increasingly, that’s the way we’re thinking about the business. We certainly demand, as investors should, solid unit margins and profitability for Senior, and we think we delivered that, and we expect to continue to deliver that. But we also got to look at the platform more broadly in the way that we target marketing with respect to how it will benefit our consumers on the healthcare side of the equation. So you’re starting to see some visibility to that. And I think that will continue to inform our marketing approach moving forward.

Ben Hendrix: Thank you.

Tim Danker: Thank you, Ben.

Operator: This concludes our Q&A. I’ll now hand back to Tim Danker, CEO, for closing remarks.

Tim Danker: Yeah. Thank you all again for joining us this morning. I’ll close by underscoring what is really clear to us, but maybe not as clear to the market. SelectQuote’s diversified platform is much more valuable than what is really perceived as a standalone Medicare distribution business. Clearly, we see that, our carriers see that, and we think, undoubtedly, our policyholders see that. So our priority is to realize value, not just for our core Senior business, but for what SelectQuote represents as a broader information hub and facilitator for how Healthcare Services are delivered, administered and covered. We believe we’re uniquely positioned to be the accelerant of that change, and we plan to emphatically prove to our shareholders there is significant unrecognized value in our company. We very look forward to talking with you more about this opportunity on future calls. Thank you again for your time.

Operator: Ladies and gentlemen, today’s call has now concluded. We’d like to thank you for your participation. You may now disconnect your lines.