Insurance

We’ve got you covered while you cover others

Marketing Software Suitable for All Segments

  • Life Life
  • Annuity Annuity
  • Auto Auto
  • Business Property Business Property
  • Disability Disability
  • Health Health
  • Homeowner Homeowner
  • Long-Term Care Long-Term Care
  • Renters Renters
  • Senior Health Senior Health

Phonexa helps insurance firms connect with their customers, agents and brokers. With a variety of accounting, administrative and marketing automations to power your performance, your customer journey will be seamless from the first call to the final closed case.

Document management, billing, underwriting, agent inquiries and quoting can all be configured on Phonexa’s cloud-based system. Whether your vertical is life, auto, or health insurance, agencies equipped with Phonexa’s state-of-the-art call tracking platform and Lead Management System will drive revenue by optimizing campaign performance.

Our Solutions

  • FREE integrations with third-party APIs to streamline your workflow and keep your systems organized
  • A customizable IVR to automatically route your calls to the appropriate agents
  • Customize your own email automations to answer inquiries, provide quotes and nurture existing clients
  • Target your customers based on any selected location and demographic for higher conversion rates
  • Track your marketing campaigns in real time to make effective, data-driven optimizations
  • Set up automatic billing and payments with our top-tier accounting software
  • Manage claims and client documentations effortlessly with our user-friendly interface

Automate Calls. Manage Clients. Optimize Your Customer Journey.

Phonexa’s technology is customizable for every insurance vertical. We don’t believe in one-size-fits-all.

Every insurance vertical has its own targeted customer group. Phonexa’s powerful call tracking software can gather critical customer information to ensure that every new campaign hits the bulls-eye.

Advanced Automations

Our solutions increase your profitability and ROI, whether your insurance agency generates leads through self-promotion or affiliate marketing.

Try Phonexa

Request a demo and get an inside look at the platform yourself.