USAmeriCare is a Florida-based insurance firm with hundreds of insurance sales agents
the nation. The company specializes in underwriting policies for life insurance, final expense, and
medicare coverage – just to name a few.
James Cates, USAmeriCare’s founder, came to Phonexa with a dream and vision to expand business across new
objectives by providing his agents with high-intent, sales-qualified leads. With Phonexa’s onboarding
tech teams, Cates built and automated his entire marketing vision of a system that acts as a gatekeeper
between unqualified insurance leads and conversion-ready prospects.
While Cates came in with a plan to build out automated marketing strategies for his firm, Phonexa’s
lead management dashboard helped uncover an issue of deep complexity that continues to be fundamental
USAmeriCare’s most valuable findings involved lead dispositioning, identifying underqualified or
leads, and creating lead re-engagement campaigns to make the best out of every sales opportunity.
Since then, USAmeriCare has utilized Phonexa’s suite of lead management solutions and centralized
to innovate and overcome operational challenges.
Schedule a consultation to learn more about how Phonexa’s all-in-one marketing
for calls, leads, clicks, email, SMS, accounting, and more, can streamline your company’s marketing
USAmeriCare came to Phonexa with hopes to expand its business model from general health and life
insurance into underwriting more policies in areas like final expense and Medicare coverage.
When the USAmeriCare team started using the Phonexa platform, their experience with lead buying and
selling had been uneventful at best. They had previously generated leads through PPC ads and by
directly purchasing leads from various sources, but all of those efforts yielded little to no growth
for the agency.
However, using Phonexa’s vast network of publishers enabled USAmeriCare to work with and explore new
possibilities and sources that would allow them to scale their marketing and offerings into new
insurance coverage areas.
This has taken a collaborative effort between USAmeriCare and various members of Phonexa’s
onboarding and revenue teams. And while the final results of this expansion have yet to be shown,
Cates and his team have built out the right processing and flows to begin handling a higher volume
of leads once more publishers are discovered.
Teams on both fronts are actively working to widen the publisher network and vet the most qualified
sources to support and supply USAmeriCare’s growing needs for high-intent leads for the final
expense and Medicare insurance arenas.
Similar to other insurance firms purchasing leads, USAmeriCare needed to ensure that every single
lead coming through the pipeline matched the quality standards they had put in place for the types
of consumers the firm targeted.
With LMS Sync — Phonexa’s lead tracking and distribution
system — USAmeriCare has been able to
identify faulty leads in the validation process, send disposition notifications to the publishers on
the quality of the leads, and reject leads, wherever they lacked quality or intent.
During that three-step sequence, Cates and his team uncovered that the quality and volume of
insurance leads, specifically in their coverage areas, are super low. They further understood that
they often were offered the same leads through different publishers, and these leads often came to
them multiple times.
This hinted that many of these leads were recycled and in the pipeline for many weeks before being
pinged to USAmeriCare, losing the speed-to-contact factor.
But the system notifications within LMS Sync alleviated the issue with built-in notifications
alerting USAmeriCare’s system administrators every time duplicate leads came through the
With these insights, the company now utilizes lead rejection functionalities to send back old,
underqualified leads or leads that have been marketed to them before.
This has saved them countless investments into purchasing leads that do not meet their standards or
do not have conversion potential.
While USAmeriCare worked with Phonexa’s onboarding, customer success, and tech teams to build out
Cates’ vision and find qualified lead sources for the new coverage areas he wanted to grow towards,
other teams created new marketing strategies to maximize the experience with each customer or
Cates used Phonexa to create a comprehensive and detailed lead communication strategy that secures
24 touchpoints and conversion opportunities for a given interested lead.
They took advantage of Phonexa’s email and SMS marketing solution in E-Delivery to pre-plan and
launch email and SMS communications with a given lead.
With a 24-touchpoint engagement and re-engagement strategy, USAmeriCare has executed a
well-thought-out and comprehensive drip marketing campaign that ensures more client encounters and
more eyes on the brand's offerings.
These efforts will maximize the customer journey with the brand through educational and engaging
Cates and USAmeriCare continue to work closely with team members across Phonexa onboarding, customer
success, and technology teams to find more qualified publishers and to fill their sales pipeline with
high-quality and high-intent consumer data.
While there’s a long way to go before all of Cates’ goals around lead volume are realized, Cates and his
team are happy and excited about building the digital foundation for a very successful operation shift
for his organization.
“I am a dreamer of possibilities, and Tori Hester, our onboarding specialist, has always provided
direction to a resolution. In 30+ years in the insurance industry, I have never worked with a more
robust offering of marketing automation. And, never in 30+ years have I had the pleasure of working
with someone like Tori. She has become a ‘long-term’ member of the USAmeriCare team, and we refuse
to work with any other. Tori is embedded within USAmeriCare's programming long-term, is needed,
necessary, and greatly appreciated! Our team meetings are always about possibilities, and Phonexa is
the center for all things possible. USAmeriCare brings eight separate, independent programs into
Phonexa for accountability, the accuracy of processing, and accurate reporting. No program delivers
100% complete in and for all requests, but Phonexa is as close as I can get. The will and effort to
provide and satisfy a client is unsurpassed!”
CatesPresident | USAmeriCare
Schedule a consultation to learn more about how Phonexa’s all-in-one marketing automation
solution for calls, leads, clicks, email, SMS, accounting, and more, can streamline your
company’s marketing operations.
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