Lemonade | Investor Day Presentation Deck | 125 slides

Lemonade · 2022-11
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 10
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON

Slide inventory

125
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Attention
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other
Open slide detailBeat · Attention
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The slide uses a simple list format to set the agenda for the presentation's core arguments.summarize
Open slide detailBeat · Attention
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front_matter
Open slide detailBeat · Attention
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front_matter
Open slide detailBeat · Attention
06
establish_context
Open slide detailBeat · Interest
07
The layout suggests a cyclical or evolutionary progression of AI history, though not strictly linear.establish_context
Open slide detailBeat · Interest
08
The slide shows a prompt asking for a Shakespearean sonnet about AI and insurance, with the GPT3 logo in the bottom right.other
Open slide detailBeat · Interest
09
The slide uses a creative, poetic approach to introduce the topic of AI in insurance.filler
Open slide detailBeat · Interest
10
This is a prompt for DALL-E.filler
Open slide detailBeat · Interest
11
DALL-E generated image used as a visual filler or thematic slide.filler
Open slide detailBeat · Interest
12
This appears to be a prompt for DALL-E.other
Open slide detailBeat · Interest
13
DALL-E generated image used as a visual filler or metaphor.filler
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This slide displays a text prompt used to generate an image via DALL-E.other
Open slide detailBeat · Interest
15
This appears to be a placeholder or artistic slide generated by DALL-E.filler
Open slide detailBeat · Interest
16
transition
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transition
Open slide detailBeat · Interest
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The slide uses a neural network metaphor to represent the interconnectedness of different AI agents and platforms.present_solution
Open slide detailBeat · Interest
19
The central diagram illustrates a hub-and-spoke network of AI agents and platforms connected to a central 'Customer Cortex'.summarize
Open slide detailBeat · Interest
20
The diagram shows various AI agents and platforms (AI Maya, AI Jim, CX.AI, Blender, Forensic Graph, Cooper) connected to a central 'Customer Cortex' brain icon.present_framework
Open slide detailBeat · InterestLoop · Logic Chain
21
The slide contains no text, only a complex force-directed graph visualization.analyze_data
Open slide detailBeat · DesireLoop · Logic Chain
22
The map uses a diverging color scale (red to green) to represent LTV values, with a temporal slider at the bottom.analyze_data
Open slide detailBeat · DesireLoop · Logic Chain
23
Uses a flywheel metaphor to describe exponential growth.quantify_opportunity
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summarize
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filler
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26
illustrate_case
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27
The slide uses brand logos to establish a credibility transfer.establish_context
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28
Includes a J.D. Power customer satisfaction bar chart, a Forbes recognition, and a U.S. News ranking.summarize
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29
transition
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30
The slide uses a stacked bar visual to represent the components of a combined ratio.present_framework
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31
The slide uses a screenshot of a chat interface (likely Slack or a similar tool) to demonstrate the 'Cooper' bot's activity.other
Open slide detailBeat · DesireLoop · Logic Chain
32
The slide uses a phone illustration to represent the digital-first nature of Lemonade's sales process.compare_peers
Open slide detailBeat · DesireLoop · Logic Chain
33
The slide uses a sidebar navigation element indicating 'G&A, Marketing, Support' vs 'Fraud, LAE, Claims'.analyze_data
Open slide detailBeat · DesireLoop · Logic Chain
34
The slide includes a navigation sidebar indicating this is part of a section on expense ratios, specifically focusing on support costs.summarize
Open slide detailBeat · DesireLoop · Logic Chain
35
The slide uses a visual metaphor of a smartphone to represent the AI interface.analyze_data
Open slide detailBeat · DesireLoop · Logic Chain
36
The chart shows a steep upward trend in 'Connections in Risk Network' from 9/16 to 9/22, peaking at 9.2m.analyze_data
Open slide detailBeat · DesireLoop · Logic Chain
37
The slide uses a map visualization to show geographic coverage of the Watchtower feature.present_solution
Open slide detailBeat · DesireLoop · Logic Chain
38
The slide features a navigation sidebar on the left and a circular map graphic on the left-center.summarize
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39
The slide includes a navigation sidebar indicating this is part of a larger section on Loss Ratio, specifically focusing on Claims/Fraud/LAE.present_solution
Open slide detailBeat · DesireLoop · Logic Chain
40
The slide includes a navigation element on the left showing categories like G&A, Marketing, Support, Fraud, LAE, and Claims.present_solution
Open slide detailBeat · DesireLoop · Logic Chain
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transition
42
This appears to be a frame from a video presentation or interview.other
43
transition
44
The chart uses a pink line to visualize the improvement in loss ratio over time.analyze_data
45
Uses a seesaw metaphor to represent the trade-off between short-term costs and long-term value.frame_situation
46
The slide uses a seesaw metaphor to contrast 'Building' (burdens) vs 'Selling' (assets).frame_situation
47
Uses a visual metaphor of a person carrying a backpack that becomes proportionally smaller as the person grows in size.present_solution
48
The chart demonstrates operating leverage/scale efficiency.analyze_data
49
transition
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transition
51
The slide uses a 'mountain climb' metaphor to illustrate progression through life stages (Renters, Condo, Homeowners) and corresponding insurance coverage needspresent_framework
52
The chart displays market share percentages for State Farm, Lemonade, GEICO, Progressive, Liberty, and All Others.analyze_data
53
The chart highlights Lemonade's leading position among young first-time renters insurance buyers.compare_peers
54
The chart tracks the percentage of customers transitioning from renters to condo insurance over time.analyze_data
55
The slide uses a visual grouping to distinguish between legacy products (Renters, Homeowners) and newer products (Pet, Life, Car).analyze_data
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transition
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summarize
58
frame_problem
59
The chart uses icons (dog, family, car) as markers along the timeline to represent milestones or product categories.analyze_data
60
transition
Open slide detailLoop · Cost Of Inaction
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The slide uses a dual-panel layout contrasting technical infrastructure (Customer Cortex) with customer lifecycle progression (Renters to Homeowners).present_solution
Open slide detailLoop · Cost Of Inaction
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The chart implies a growth trajectory or scale comparison where Lemonade is the baseline and others are multiples thereof.compare_peers
Open slide detailLoop · Cost Of Inaction
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front_matter
Open slide detailLoop · Cost Of Inaction
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transition
Open slide detailLoop · Cost Of Inaction
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transition
Open slide detailLoop · Cost Of Inaction
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analyze_data
Open slide detailLoop · Cost Of Inaction
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The chart tracks revenue growth over time, with Pet insurance being the largest contributor.analyze_data
Open slide detailLoop · Cost Of Inaction
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establish_context
Open slide detailLoop · Cost Of Inaction
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The slide uses visual metaphors (house and dog) to represent market segments.size_opportunity
Open slide detailLoop · Cost Of Inaction
70
The chart tracks growth from September 2020 to September 2022.analyze_data
Open slide detailLoop · Cost Of Inaction
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analyze_data
Open slide detailLoop · Cost Of Inaction
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The chart highlights the significant growth in pet claims, which now constitute a large portion of total claims handled.analyze_data
Open slide detailLoop · Cost Of Inaction
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The chart uses a smooth curve to connect data points representing quarterly performance.analyze_data
Open slide detailLoop · Cost Of Inaction
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transition
Open slide detailLoop · Cost Of Inaction
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The slide uses a family illustration to emphasize the 'bundled' or 'together' theme.summarize
Open slide detailLoop · Cost Of Inaction
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transition
Open slide detailLoop · Cost Of Inaction
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analyze_data
Open slide detailLoop · Cost Of Inaction
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analyze_data
Open slide detailLoop · Cost Of Inaction
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The slide highlights the discrepancy between filed rates and earned rates, labeling the latter two stages as LTV.analyze_data
Open slide detailLoop · Cost Of Inaction
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analyze_data
Open slide detailLoop · Cost Of Inaction
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transition
82
The slide appears to be a visual metaphor or abstract data representation, possibly a scatter plot or network visualization without axes or labels.other
83
The slide uses highlighting to draw attention to specific property attributes.frame_situation
84
The slide features a small icon of a document, likely representing the inspection report.transition
85
The slide uses a simple vertical connector to imply a process or transformation from ground-level photography to aerial segmentation.illustrate_case
86
The slide uses a 'Wash, Rinse, Repeat' metaphor to describe a continuous improvement loop for insurance pricing.present_framework
87
The map includes a grid overlay, likely representing granular geographic rating territories.establish_context
88
Uses the Mona Lisa as a visual metaphor for data granularity.present_solution
89
The chart is a circular crop of a multi-line plot, likely representing Monte Carlo simulations or model iterations.analyze_data
90
The chart shows 18 data points representing loss ratios over time, with the final point (Sep 19) marked with an arrow to indicate a significant drop.analyze_data
91
analyze_data
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transition
93
The slide uses a mix of qualitative social proof and quantitative market data to justify expansion.size_opportunity
94
The slide uses a car illustration to represent the telematics context.establish_context
95
The slide uses a visual risk gauge to indicate that the profile falls into the top 10% highest risk category.frame_problem
96
The slide uses a 'Before/After' framing to contrast traditional insurance underwriting (top row) with telematics-enhanced underwriting (middle and bottom rows).present_solution
97
The slide uses a screenshot-based approach to illustrate a digital product workflow.present_solution
98
The slide features a 5-star review from a US-based user describing a positive experience with emergency services integration.illustrate_case
99
The slide uses a screenshot of a software interface to demonstrate AI-driven telematics capabilities.illustrate_case
100
The slide shows two map-based visualizations of location tracking or geofencing.illustrate_case
101
The slide uses a cyclical process flow to describe the continuous improvement loop of insurance product pricing.plan_implementation
102
Uses a simple arrow diagram to illustrate efficiency gain.present_solution
103
The diagram is a classic flywheel representation.present_framework
104
front_matter
105
The slide uses a playful illustration to introduce a quantitative section.transition
Open slide detailBeat · Action
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summarize
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The chart illustrates the bridge from starting cash to ending cash, split into restricted and unrestricted components.show_valuation_bridge
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summarize
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109
The slide uses slider-style visualizations to represent variable ranges and current assumptions.analyze_data
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110
The slide uses a slider-style visualization to show target ranges for three key performance indicators.present_solution
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111
The slide uses a slider-style visualization to represent variable inputs and their resulting financial impact.analyze_data
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112
The slide uses a range-based visualization (lollipop-style) to show current vs target metrics.analyze_data
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transition
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The chart uses annotations to show resilience against macroeconomic events like COVID, inflation, and geopolitical instability.analyze_data
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summarize
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analyze_data
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The chart uses a trend line to illustrate the trajectory toward profitability.analyze_data
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118
The chart tracks performance from Q1-20 to Q4E-22, highlighting IPO, Pet, Car, and MILE milestones.analyze_data
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119
The chart uses a simple two-bar comparison to highlight efficiency gains.analyze_data
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analyze_data
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front_matter
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front_matter
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front_matter
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front_matter
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front_matter
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