Claims Denied is back for a new season! Thrilled to kick it off with
@Will_Johnson, co-founder and CEO of AI startup
@GydeInc (
I drove down from Dallas to Austin to sit in-studio with Will, who was 17 months post-incorporation at the time, with a decade at
@OscarHealth behind him.
Will brought a thesis I hadn't heard anyone articulate this cleanly: Healthcare's real front door isn't the carrier or the PCP. It's the broker, and there are fewer of them every year while the job gets harder every year.
We get into why Will thinks commission rates stay flat while ACA premiums rip 14%, why an AI founder calls himself "a huge software bear," why roll-up is a banned word inside his own M&A shop, and the Capstone deal he thought was dead until a February coffee in Austin.
Healthcare keeps trying to go around the broker. This episode makes the case for going through them.
Check out this highlight video and get the full conversation at the links below:
Listen to the full episode on Apple:
Listen to the full episode on Spotify:
Watch on YouTube: