Brackett Partners - Strategic Intelligence

Q: What does Brackett Partners do?

Brackett Partners is a strategic advisory firm backed by AI-powered predictive intelligence, with three sides: Advisory (customer-validated strategy for leadership teams), Agency (Digital CMO leadership and marketing execution at scale with Hawke Media), and M&A Advisory (sell-side M&A advisory in partnership with Britehorn Securities, Member FINRA/SIPC). The firm also serves the public sector at the state and federal level.

Q: How do Brackett engagements work?

One way of working, every engagement: Diagnose (evidence first — a structured, customer-validated read), Direct (findings become ranked priorities with defined decision points), and Deliver (Brackett stays accountable to the roadmap). No packages or pre-scoped offers — every engagement is shaped after a conversation and gated phase by phase.

Q: Who does Brackett Partners serve?

Clients range from venture-backed companies to Fortune-ranked enterprises to state and federal institutions, across Healthcare & MedTech, Industrial & Manufacturing, Consumer & Hospitality, Technology & Venture-Backed, and the Public Sector.

Q: What is CVX SCAN?

CVX SCAN® is a Brackett Advisory service powered by the Luminas CVX SCAN® methodology: a 4-6 week structured, qualitative customer value assessment that identifies where a company holds differential value and which customer-driven growth opportunities to prioritize.

Q: What is Brackett's Predictive Intelligence capability?

AI-powered market research and analytics delivered in partnership with OSG Analytics: ASEMAP future-behavior modeling, choice modeling with willingness-to-pay curves and market simulation, adoption drivers analysis, and real-time analytics with segments delivered into the client's CRM.

Brackett Partners

All Case Studies

Health InsuranceSegmentation + Risk Modeling

Segmentation & Risk Modeling for Health Insurer

Global Health Insurer|Global Enterprise

Reduced

Lapse rates

Improved

Cross-sell/up-sell

Enhanced

Risk management

Increased

Portfolio profitability

The Challenge

Needed to identify which customers create or destroy value, predict engagement and lapse risk, and develop product strategy by segment.

health insurersegmentationrisk modelingCLTVlapse reductionportfolio managementpredictive scoring

The Solution

Unified Data + Segmentation + Predictive Scoring

Dynamo platform
Unified dataset
Customer lifetime value modeling
Risk scores
Predictive scoring
Segment-based strategy

The Results

Enabled more profitable segment strategies and clearer risk-informed engagement decisions.

Reduced

Lapse rates

Improved

Cross-sell/up-sell

Enhanced

Risk management

Increased

Portfolio profitability

Functional Areas

Marketing StrategyRisk ManagementPortfolio Management

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This Case Study May Be Relevant If You're Saying...

1

"We need to know which customers are profitable"

2

"We need lapse and risk modeling"

3

"We need portfolio strategy by segment"

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