Fast forward to today, and a dizzying number of new and compelling care options for patients in new formats have hit the market. Novel payment models, rising healthcare costs, shifting financial responsibilities, a consumer preference for virtual-first experiences, and emerging market segments with new buyer dynamics have opened up new distribution... See more

The bullish story here is that a new opportunity has emerged, especially in the Medicare Advantage market, for a new business model that serves patients better. It uses an integrated approach with value-based incentives in order to enable a better customer experience, and to save on costs by preventing hospitalizations.

The consumer experience of shopping for healthcare coverage over the age of 65 is unacceptably complex and inefficient. I believe there is meaningful value to be captured for any business that can reduce that complexity and innovate on distribution.