Members Leave Carriers, Not Brokers (with Will Johnson, Co-founder and CEO of Gyde)
Tuesday, October 6, 2026
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The speaker reports that Guide is building an AI platform for brokers in Medicare Advantage, small-to-medium employer markets, and individual markets under age 65, paired with acquired broker businesses and dedicated operator teams to support broker success.
Claims Denied is back for a new season, and Blake kicks it off by driving down from Dallas to Austin, and sits in-studio with Will Johnson, co-founder and CEO of AI startup Gyde (http://gydehealth.ai/). Will is 17 months post-incorporation with a decade at Oscar behind him, and he brought a thesis Blake 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. They 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. Assort Health’s AI agents complete the work that turns patient demand into care, including scheduling, intake, referrals, forms, medication refills, and payments. Customers have increased appointment volume by 5%, expanded staff capacity by 115%, and captured up to $4.3 million in new annual revenue per 100 providers. To learn more, check out them today at https://www.assorthealth.com/hospitalogy For expert analysis on healthcare M&A, strategy, finance, and markets, join 68K+ readers of Blake Madden’s Hospitalogy newsletter. Subscribe here: https://hospitalogy.com/%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0 Like our podcast? Check our previous episodes of Claims Denied here: https://hospitalogy.com/podcast/%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0 Be sure to leave us a review, and share our podcast with colleagues. Follow Blake Madden on LinkedIn: https://www.linkedin.com/in/blakecmadden/%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0
Show transcript excerpt
Claims Denied is back for a new season, and Blake kicks it off by driving down from Dallas to Austin, and sits in-studio with Will Johnson, co-founder and CEO of AI startup Gyde (http://gydehealth.ai/). Will is 17 months post-incorporation with a decade at Oscar behind him, and he brought a thesis Blake 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. They 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. --- Assort Health’s AI agents complete the work that turns patient demand into care, including scheduling, intake, referrals, forms, medication refills, and payments. Customers have increased appointment volume by 5%, expanded staff capacity by 115%, and captured up to $4.3 million in new annual revenue per 100 providers. To learn more, check out them today at https://www.assorthealth.com/hospitalogy --- For expert analysis on healthcare M&A, strategy, finance, and markets, join 68K+ readers of Blake Madden’s Hospitalogy newsletter. Subscribe here: https://hospitalogy.com/ Like our podcast? Check our previous episodes of Claims Denied here: https://hospitalogy.com/podcast/ Be sure to leave us a review, and share our podcast with colleagues. --- Follow Blake Madden on LinkedIn: https://www.linkedin.com/in/blakecmadden/
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