INVESTOR DECK
Transcript: Have Secured $450,000 Leaving $550,000 Remaining Available From 1st Round Julian Lago, Senior VP Sales Mr. Lago has been a successful insurance agent, broker, and entrepreneur for 20 plus years, and is very active in political and public affairs. In 2007, he merged his agency with a ninety year old Florida All Lines Agency with over one hundred employees, and became their chief agent for Life and Health and Financial Services Products. Mr. Lago is a past President of the Florida Association of Health Underwriters, and participates on the Board of Directors with the National Association of Health Underwriters (NAHU), for which he was just elected to one of the five Regional Vice President positions. NAHU is the preeminent Trade Association representing over 300,000 licensed Insurance Agents currently in the USA. He has also served on the Board of the Florida Hispanic Chamber of Commerce, and is the state HISPAC Chairman. Mr. Lago was recently honored by the Florida Insurance Commissioner, with the appointment as liaison to the pending Florida Health Exchange, which was created in conjunction with the federal health reform legislation, and where he coordinates with the other state Health Exchange representatives on operations and policies and procedures. He has been invited on numerous occasions to offer expert testimony to the Florida insurance commissioner and the state legislature, on the impact of health care reform. He also consults on health care with organizations around the country. Negotiated an equity Investment with General Services & Strategic Partner Agreement #3 Quality Customer Service delivered to a large base of health consumers opens the door to provide additional pharmacy related/generated billable services Management Team What We Need To Move Forward CARE COORDINATION SERVICES Management Team Have Secured $450,000 Leaving $550,000 Remaining Available From 1st Round Management Team WHAT IS DRIVING THE DEMAND FOR BETTER HEALTH INSURANCE CUSTOMER SERVICE & ADVOCACY? Dr. Robert Pallay is presently Program and Residency Director in Family Medicine at Memorial Health University Medical Center in Savannah, Georgia, as well as Professor and Chair, Department of Family Medicine, Mercer University School of Medicine, Savannah Campus. Prior to this, he was in clinical practice, both as owner/manager of a private group practice, and as Medical Director in the Department of Family Medicine at Robert Wood Johnson Medical School in New Jersey, and was the first Director of the New Jersey Family Physicians Research Network, a 200 plus member practice-based research network that continues to be active to this day. Since 1975, Dr. Pallay has served on, and chaired, numerous committees and commissions, and held officer positions in the American Academy of Family Physicians (AAFP), the American College of Sports Medicine (ACSM), and the Medical Society of New Jersey (MSNJ). In 1999, he was appointed by Governor Whitman to the New Jersey Public Health Council, and served as its Chairman for four years. In the AAFP, he served on its Finance Commission, and chaired its Commission on Public Health. In 2005, Dr. Pallay was elected to the Board of Directors of the AAFP for a three-year term. During his tenure on the AAFP Board, the concepts and plan for the deployment of the Patient Centered Medical Home concept were developed, and he played an integral part in that development. 1st Qtr 2014 Websites Up and Running Logos and Graphic Design complete Brochures for 2 Key Target Markets (Insurance Agencies & Private Exchange) Sales Pipeline Secured $450k of $1M First Round Operating Capital An uneducated Health Care Consumer base: A Carnegie Mellon University study done in 2013 found that “86 percent of Americans between the ages of 25 and 64 not only didn't have a grasp on Obamacare, they couldn't even wrap their heads around the fundamental concepts of any kind of health insurance.” More Health Care Consumers looking for services in an industry that already has high Customer Service Utilization: “We estimate a net gain of 9.3 million in the number of American adults with health insurance coverage from September 2013 to mid-March 2014.” “74% of insurance customers… will call a contact center as a first means of contacting the company.” Reduced budgets and capability to respond to increased customer service demand: Carriers have shouldered a large measure of the need for Customer Service in the past; however, the ACA, mandates that Minimum Loss Ratios (MLR) be adhered to under health care reform. That means that 80% to 85% of every premium revenue dollar collected has to be paid out in health claims. This is directly impacting the Carrier’s ability to respond to the increased demand. Their response has been to “cost-shift” this responsibility to the writing Agencies. “Primary Medical care capacity can be greatly increased without many more clinicians: by empowering licensed personnel, including registered nurses and
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