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Personalized Connections
with Insurance Consumers
Request a Demo Carriers, Distributors, Broker Dealers, Independent Brokers, Captive Agents, Advisors, Wholesalers For:

Designed to Grow Insurance Premium & Improve Communications

Our front-office solutions combine rich consumer insights with personalized, interactive media to Accelerate the sales process. ConsumerOptix solutions deliver highly tailored, one-to-one, branded communications enabling our clients to drive employee and consumer ENGAGEMENT, EDUCATION and ENROLLMENT in the group, individual and online environments.

Accelerate (for Carriers)

Client, consumer & group employee participation and engagement while increasing premium.

Accelerate (for Distributors)

Your insurance sales process & grow your book of business.

Accelerate (for Direct to Consumer)

And optimize the online Insurance acquisition process.

Agent Branded Carrier Content

personalizes and builds engagement for both the consumer . . . and the agent.

ConsumerOptix is honored

to have been selected as one of 12 InsurTech startup companies to be part of the BrokerTech Ventures 2020 Accelerator Program. The BTV Selection Series event took place at Holmes Murphy HQ in March 2020, where CEO James O’Hara spoke:

Testimonials From Customers And Partners

Dave Homan

Director of Strategy and Innovation, McGohan Brabender

“McGohan Brabender has operationalized consumer insights with ConsumerOptix personalized interactive video platform to drive employee voluntary benefits enrollment participation”

Tony Wilson

Executive VP of Sales, One Resource Group

“With Accelerate, ConsumerOptix has broken the code on helping agents and brokers convert prospects, to quotes, to applications . . . to policies”.

Bill Hunter

SVP Sales, iPipeline

“iPipeline is excited about our new business relationship with ConsumerOptix to help convert quotes to policies.”

Our Latest News

27 Feb: ConsumerOptix Selected by BrokerTech Ventures

Des Moines, IA February 27 , 2020 – ConsumerOptix among first group chosen by BrokerTech Ventures – “BrokerTech Ventures, an…

08 Jan: ConsumerOptix Future Discussed in the Dayton Business Journal

Dayton, OH January 8 , 2020 – ConsumerOptix Expansion Plans Highlighted in Dayton Business Journal –   “One of Dayton’s…

05 Nov: ConsumerOptix to participate in NAILBA 38 insurance conference

Grapevine, TX November 5, 2019 – NAILBA 38 event slated for November 7-9, 2019 at Gaylord Texan Resort & Convention…

01 Oct: ConsumerOptix focusing on growth, adds 2 new Business Development Management hires

Dayton, OH October 1, 2019 – James O’Hara, ConsumerOptix CEO, announced today, that the firm welcomed 2 new employees to…

21 Sep: ConsumerOptix to attend the 2019 Insurtech Connect Conference

Las Vegas, NV September 21, 2019 – InsurTech Connect 2019 slated for September 21-23, 2019 at the MGM Grand in…

15 Aug: ConsumerOptix featured in Dayton Business Journal

Dayton, OH August 15 , 2019 – ConsumerOptix $750K Capital Raise featured in the Dayton Business Journal – “A Dayton…

22 Jul: ConsumerOptix Profile in the Dayton Business Journal

https://www.bizjournals.com/dayton/news/2019/07/08/dayton-startup-profile-consumeroptix-an-insurtech.html?b=1562594466%5E21496532

14 Jun: ConsumerOptix adds another eBenefitsIQ client success story

TangramFlex Deploys eBenefitsIQ for Voluntary Benefits Enrollment

08 Mar: ConsumerOptix to participate in OnRamp insurance conference

Minneapolis, MN March 6, 2019 – OnRamp Insurance event slated for April 11, 2019 at Target Center in Minneapolis –…

19 Feb: ConsumerOptix to demonstrate Accelerate and eBenefitsIQ at Workplace Benefits Renaissance

Nashville, TN February 19, 2019 -ConsumerOptix to participate in Employee Benefit Adviser’s Winter conference- ConsumerOptix CEO and co-founder James O’Hara…

13 Feb: ConsumerOptix announces headquarters office in Dayton, Ohio

Dayton, OH February 13, 2019 – InsureTech and FinTech startup opens its doors at Dayton’s Entrepreneur Center – ConsumerOptix announced…

01 Feb: Accelerate 2.0 Released

Dayton, OH February 1, 2019 – ConsumerOptix flagship sales media delivery platform receives significant upgrades- Today, ConsumerOptix announced the release…

03 Jan: Accelerate / Salesforce integration announced

Dayton, OH January 3, 2019 -ConsumerOptix announces Accelerate integration with Salesforce- ConsumerOptix co-founder Brian Kipp announced today that the company’s…

07 Dec: ConsumerOptix completes hosting partnership with leading insurance carrier Unum

Dayton, OH December 7, 2018 -ConsumerOptix announces Unum partnership- ConsumerOptix President, Brian C. Kipp today announced that complete integration of…

01 Nov: ConsumerOptix Launches

Dayton, OH November 1, 2018 – New InsureTech and FinTech firm opens its doors in Dayton, Ohio – Today, James…

How Can We Help?

Please reach out to us to schedule a conversation or demonstration with an expert.