Homeowners Insurance Market Opportunity
Proven track record
of cash-efficient growth
>$400M
PIF1 in <4 Years
69%
2-Year TWP2 CAGR
Financial
Highlights
In a large and attractive market
Superior consumer experience
driven by differentiated technology and approach
$105B
US Home Insurance
75 NPS
vs. 35 Industry
8+ Years
Customer Lifetime
60 NPS
For Claims
Compelling unit economics
that are improving as we scale
Capital-efficient path to long term profitability
1. Premium in Force 2. Total Written Premium 3. 2021-2025F; including CAT XOL 4. Adjusted Gross Profit; on a pro-forma basis
Source: Morgan Stanley research, William Blair research, Delighted LLC, Company data
5.4x
LTV:CAC
1.5 Yrs
Payback
75-90%
QS Reinsurance³
92%
'21-'25 AGP4 CAGR
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