19th Ave New York, NY 95822, USA


Experience in Personalization, CRM & Consumer Insights To Help Insurance & Financial Services Companies Sell Request Info

Sales Engagement & Communications Expertise

ConsumerOptix front-office solutions provide insurance carriers, brokers and agents intuitive tools to proactively engage, educate and enroll consumers and employees in the individual, group and online environments. Personalized, interactive media is combined with consumer psychographics to create highly tailored, one-to-one communications to better connect with prospects and clients.

The ConsumerOptix Story

The company was founded by James O’Hara and Brian Kipp in 2018. The ConsumerOptix founders have backgrounds in developing and utilizing personalization and one-to-one communications to deliver the right message, to the right person at the right time. Brian and James have deployed consumer-driven solutions for some of the largest insurance and financial institutions in the world, including Blue Cross Blue Shield, Morgan Stanley, Bank of America and American Family Insurance.

Our goal is to meet the need of those 40 million Americans who are looking for insurance annually. Sure we are helping insurers sell more. We are helping agents & brokers convert quotes to applications and applications to policies. But we are focused on the consumer and we are helping insurers do the same. To speak to a consumer as an individual. To help them understand the value proposition of VB’s and LI. To empower the consumer to make the right decisions for their families. To think as a consumer thinks, we are ConsumerOptix.


CEO, Co-Founder & Chairman

CEO, Co-Founder & Chairman

Vice President, Product & Business Development


Board of Advisors

Scott McGohan

CEO, McGohan Brabender

Managing Director – Financial Services, Microsoft

COO, TangramFlex

Managing Partner, Carillon Advisors

Executive Vice President – Business Development, ReSource Pro

How Can We Help?

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