The Spinnaker Way

Spinnaker perfectly blends the science of data-driven insights and powerful AI algorithms with their clients’ art of decision-making and sales prowess. Its data scientists have extensive insurance experience, and Spinnaker has built up a proven toolkit of methods honed over long-term successful deployments. But they don’t just deploy solutions, they bring clients along on the growth path through their consultative support and insights.

Why us?

Spinnaker’s Solutions

Spinnaker has a growing portfolio of insurance solutions which are easy to customize and deploy. In addition to those below, Spinnaker has solutions addressing staffing, unit costs, underwriting, lapse prediction, and others. Clients can always work with Spinnaker to create a solution tailored to their business needs.

Sales Prophet™

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Identify sales opportunities and expand distribution footprint with intelligent producer recruiting and redesign territories.

4Qast™

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Accurately forecast sales and revenue and identify areas of shortfall for remedy.

Lead Prioritizer™

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Predict app outcome and placement propensity by carrier to maximize yield rates, optimize workflow, and reduce unit costs

Cartalyzer™

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Dynamically recommend products and carriers tailored to individual clients, including cross-sell or upsell opportunities.

CapMod™

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 Optimally align skillsets and determine staffing requirements by function while adjusting for complexity, seasonality, cross-training, etc.

• A leading carrier deployed the Lead Prioritizer™ to identify attractive customer attributes to grow prospecting, marketing, and sales. Sales grew 40% over two years without adding to distribution or underwriting staff.

• A leading distributor deployed the Sales Prophet™ to increase sales in current territories while expanding in underserved markets through targeted agent recruiting. This enabled leadership to redesign territories and reassign sales goals to improve sales efficiency and effectiveness. The company grew sales by 20% while trimming down its fixed expenses.

• A life and health carrier significantly streamlined its budgeting and planning using 4Qast™, which improved sales and revenue forecasting accuracy to over 98%.

“The Sales Prophet™ is awesome – they knocked it out of the park!” – Head of Distribution, Life insurer

“When I want correct answers quickly, I call Spinnaker.” – CEO, HNW brokerage

“Their algorithms are worth their weight in gold.” – CEO, Life insurer

“We grew sales 30% without adding any headcount because Spinnaker’s solution allowed us to work smarter.” – Head of Employee Benefits insurer

With Spinnaker Analytics, brokers can harness the art and science of data analytics to unlock untapped opportunities and drive profitable growth.