Turn institutional knowledge
into instant guidance
Make every producer your top underwriter.
Spiky helps insurance teams sell faster, stay compliant, and scale expertise — by connecting every client conversation into one intelligent system that listens, guides, and learns in real time.
Insurance sales isn't broken. It's overloaded.
You don't need more training sessions, you need a system that thinks and acts during the calls.
18-month producer ramp-up times.
Senior experts joining every call.
Missed disclosures risking compliance.
Manual follow-ups delaying quotes.
Institutional knowledge locked in senior brokers' heads.
Spiky is the solution
Spiky bridges the gap between expertise, compliance, and execution.
- The Diagnostic layer listens across all meetings and teams, finding the patterns, risks, and opportunities that shape performance.
- The Real-time layer acts instantly — surfacing insights, triggering workflows, and coordinating follow-through while moments still matter.
Every signal strengthens the next decision, creating a loop that constantly improves how your organization communicates, decides, and delivers.
The Underwriter Partner (Diagnostic Layer)
Understand what drives wins, retention, and compliance.
- Analyze every client conversation across producers and brokers.
- Detect missing disclosures and compliance risks before they escalate.
- Identify best-practice talk patterns and upsell opportunities.
- Benchmark producer performance across regions and product lines.
“Detect missing suitability questions in Life or P&C calls.”
“See which reps convert quotes to binds fastest.”
The Producer Co-pilot (Real Time Execution Layer)
Coach. Comply. Close. All in real time.
• In-call coaching: surface talking points, disclosures, and coverage comparisons instantly.
• Compliance guardrails: ensure every producer stays within FINRA, state, or carrier regulations.
• Automated workflows: trigger follow-ups, renewal tasks, and CRM updates without manual work.
• Real-time enablement: shorten onboarding by giving new producers expert guidance mid-call.
“When a client mentions flood insurance — instantly surface eligibility and limits.”
“Auto-flag missing risk disclosures during a policy discussion.”
A closed feedback loop system
Every conversation strengthens your entire book of business.
Spiky learns from every interaction — across producers, agencies, and carriers — to continuously refine how your teams communicate, cross-sell, and stay compliant.
RAMP-UP TIME
EXPERT DEPENDENCE
COMPLIANCE ACCURACY
DEAL VELOCITY
RETENTION
How Spiky Fits and Why now
Works with the tools you already use.
Integrates seamlessly with Zoom, Teams, Salesforce, Vertafore, and Applied Epic.
Starts delivering insights on day one.
Built for distributed, regulated sales environments.
