Elfie Partnership

Internal Update Brief

March 2026 | Prepared by Dieter Werwath

INTERNAL — NOT FOR DISTRIBUTION

THE PROBLEM

GD Has a PHM Gap — And Partners Know It

Good Doctor has committed to a Population Health Management offering to insurers and corporate clients for over three years. The pipeline is warm — GD partners are actively asking for this today. But we have not delivered.

3+
years PHM has been promised to GD partners
0
PHM products successfully delivered
1
major partner lost — AXA built their own

The AXA Lesson

We ran a PHM proof-of-concept with AXA. They loved it. Then they built it themselves — because we didn't move fast enough. We lost the visibility, the data, and the recurring revenue.

What We've Tried and Failed

We have tried to work with partners such as Lif in the past, but they all required dev on our side — and we don't have the resources.

WHY NOW

Three Signals Are Converging

01

Pipeline is warm

GD's partners are actively asking for PHM today. The demand isn't theoretical — it's in the sales pipeline right now.

02

The gap is widening

Competitors are closing in. Every month without a PHM product is a month partners look elsewhere. AXA already built their own.

03

Elfie is ready

Proven platform, modern stack, co-branding in hours. Grace McNamara targeting May Asia visit — window to formalise.

THE PARTNERSHIP

Two Products, Two Opportunities

ELFIE BASIC

Quick Win

  • Referral / commission model
  • Up to IDR 15,000 per user
  • Zero integration required
  • Roll out to all partners day one
  • Cash-generating immediately
ELFIE WORKS

The Strategic Play

  • Co-branded PHM platform (dashboard)
  • Multiple rollout options: standalone, bundled with Capi, or bundled with other PHM products
  • Additional revenue — GD charges for full population, pays Elfie for active users only
  • Additional stickiness for GD — the engagement layer we've been missing
  • GD owns the full clinical loop — potential to increase offline revenue
  • Option to integrate additional Elfie services later
  • Customisable monthly plans — Elfie plan can include regular GD consults (e.g. monthly)
ELFIE BASIC

Immediate Revenue, Zero Risk

Simple referral commission. No API. No integration. No dev time.
GD drives users to Elfie Basic via referral link and earns per milestone.
Can roll out to all GD partner populations from day one. No approvals needed beyond this brief.

EventGD EarnsNotes
InstallIDR 2,500User downloads the app
RegistrationIDR 7,500User creates an account
ActivationIDR 5,000User completes first action within 7 days
Maximum per userIDR 15,000Full funnel conversion
100K LIVES REVENUE MODEL
Install: 100,000 × IDR 2,500 = IDR 250M
Register (50%): 50,000 × IDR 7,500 = IDR 375M
Activate (50%): 25,000 × IDR 5,000 = IDR 125M
Total 12 month revenue: IDR 750M+
ADDITIONAL REVENUE OPPORTUNITY Formulary Promotion

Elfie works with multiple pharma companies. They will pay GD for every prescription issued with their products included. Needs further exploration but could be a significant revenue generator.

Option A — Subscription model with prescription target set by pharma company
Option B — Fixed IDR or % cashback / commission per prescription
ELFIE WORKS
★ INDICATIVE — NUMBERS TO BE CONFIRMED

The Economics of the Premium Tier

THE PROBLEM

Current Capi at IDR 300k/year has very low utilisation. Clients see the cost but not the value — and start to question the contract.

THE PLAN

Increase Capi price slightly, bundle Elfie Works, pay Elfie ~$2/month per active user. GMV stays high, margin drops slightly — but clients are engaged and happy.

CURRENT

Gold Capitation

IDR 300,000

per person / year

NEW PREMIUM TIER

Gold + Elfie Works

IDR 500,000

per person / year

PIPELINE

Bundled Elfie Works creates new value that grows the Capi pipeline — stronger proposition to prospects who questioned utilisation before.

COST STRUCTURE

GD charges clients for the full insured population — but pays Elfie only for active users. Low-engagement lives cost us nothing extra.

MARGINS

Significant uplift in GMV. Even if utilisation increases, there is more than enough margin in the new Capi tier to absorb it.

STRATEGIC PARTNERSHIP FLOW

Bringing the Best of Both Platforms Together

Partnership Flow →
1
GD pushes users to Elfie
Referral via GD app — IDR 2,500–15,000 per user
★ REVENUE CHANNEL 1
2
Elfie daily engagement
Well & unwell plans — the stickiness GD has been missing
3
Elfie pushes users to GD
Consults, chronic meds, pharmacy
★ REVENUE CHANNEL 2
★ CHANNEL 3 — POTENTIAL
4
Co-branded dashboards
Real-time data for GD clients — monetise the client portal
★ REVENUE CHANNEL 4
5
Impact reports — auto-generated
Value perception for GD clients. Zero effort on our side.

GD is the only clinical delivery point — no competitor can replicate this without building both a PHM layer and a clinical network.

TECHNICAL LIFT

Minimal Engineering, Maximum Impact

TaskOwnerEffort
Co-branded platformElfieHours (logo → same-day)
Referral link + trackingElfieHandled on their side
Capi product tier updateGDPricing/packaging only

Build In-House

  • 12–18 months minimum
  • Significant ongoing maintenance
  • High execution risk
  • No gamification, no AI scans, no chronic disease modules — we'd have to scope all of this

Partner with Elfie — Available Today

A — WELLNESS PROGRAMS
Weight loss · Smoking cessation · Stress · Physical activity · Sleep · Nutrition
B — HEALTH PROGRAMS
Hypertension · Diabetes · Dyslipidemia · Angina · 4M+ medication database
C — SMART HEALTH AI
Face scan · Health score · 3D body scan · Food scan · Blood pressure via camera
D — GAMIFICATION
Rewards · Charities · Lucky draw · Company challenges + custom on request

* Some AI features pending regulatory approval

BEYOND THE PILOT

What This Unlocks

Portal Monetisation

Elfie Works increases the revenue value of every existing client portal subscription — the same partners we already serve pay more for a demonstrably better product.

Standalone Works TAM

Elfie Works sold outside Capi opens the market to any employer or insurer — not just existing capitation clients. A separate revenue line from day one.

Platform Stickiness

Users engage daily — when well, not just when sick. Solves GD's retention problem. The app becomes a health habit, not a claims tool.

Data & Insights

Every engagement generates anonymised population health data — a growing asset for insurers, corporates, and GD's clinical teams.

Clinical Revenue Uplift

PHM engagement drives earlier intervention. Healthier populations reduce claims — and generate more GP consults, pharmacy, and specialist referrals for GD.

Regional Expansion

White Coat operates across 3–4 SEA markets. Indonesia MVP proven → regional rollout via existing investor relationships.

What Happens Next

NOW
Elfie Basic rollout
All GD partner populations. Zero integration. Revenue from day one. GTM plan required.
MAY
Works pilot launch
One GD partner, co-branded premium tier live. 60–90 day validation window.
ONGOING — H2
Evaluate + expand
Results reviewed. Works rolled out to full partner base or expanded to SEA.
1
2
3
4
5
APRIL
Align with Elfie
Agree pricing and commercial structure. Confirm co-branding and pilot scope before Grace's May Asia visit.
Q3
GD Portal Upgrade
Elfie Works integrated into GD client portal. Existing subscribers upgraded — immediate monetisation.

Partnership initiated by Siska Tamba | Internal document — not for distribution

v2 CHANGES