Transcript
Introduction
Matt
This is Matt Reustle and today we are breaking down Goosehead Insurance. I'm joined by Geoff Collette, Founder and PM of Aeon Capital Partners.
Now, insurance isn't exactly a new industry, and I always enjoy hearing about how a new entrant has effectively carved out a niche in a world of incumbents, and Goosehead fits that billing perfectly.
So Geoff walks us through the story of Goosehead identifying a bottleneck in that home buying process that was a good old-fashioned problem to be solved. And then we cover the evolving market where the captives like State Farm and Allstate are leaving opportunity for independent players like Goosehead to provide value.
Now Goosehead is particularly interesting in terms of how they went about this market, really targeting the real estate agents and their distribution engine. And there's just a lot in general to learn from Goosehead, how they've evolved with notable themes like technology, the franchising model, an emphasis on speed.