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Phonexa

All-in-one marketing and lead management platform for insurance performance marketers

Distribution & Sales Growth Bootstrapped
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Overview

Phonexa is a performance marketing and lead management platform serving insurance carriers, agencies, agents, lead generators, and affiliate networks. The company provides an integrated software suite that covers the full lifecycle of inbound calls and web leads -- from click attribution and lead qualification through distribution, conversion tracking, and post-sale accounting. The platform is widely used in auto, home, life, health, Medicare, and commercial insurance lines.

The suite is delivered as SaaS and includes eight integrated products: call tracking and distribution (Call Logic), lead management (LMS Sync), email and SMS marketing (E-Delivery), cloud telephony (Cloud PBX), click attribution (Lynx), website analytics (HitMetrix), suppression list management (Opt-Intel), and automated accounting (Books360). The products share a common data layer, allowing insurance marketers to connect call, lead, and campaign data across channels. Phonexa also provides AI-powered call agents for 24/7 automated qualification and routing.

Founded by David Gasparyan in Los Angeles, Phonexa has grown entirely through bootstrapped revenue. The company reported USD 25.4M in annual recurring revenue in 2024, up from USD 13.1M in 2023. It has offices in Glendale (CA), the United Kingdom, Toronto (Canada), Argentina, and Ukraine, with over 200 employees globally. Phonexa has been a Gold Sponsor at InsureTech Connect for four consecutive years.

Products & Services

Call Logic

Inbound call tracking and distribution platform with IVR, automatic call distribution (ACD), and AI Call Agents for intelligent call routing and qualification. Supports pay-per-call models with real-time call analytics.

Key Features

  • IVR and ACD for intelligent call routing
  • Pay-per-call distribution with real-time analytics
  • AI Call Agents for 24/7 automated qualification

Target Users: Insurance lead generators, carriers, and agencies managing inbound call volume

LMS Sync

Lead tracking and distribution system with ping tree logic, pay-per-lead capabilities, and auto-optimizing lead routing. Supports filtering by geography, insurance type, and custom qualification criteria.

Key Features

  • Ping tree logic for real-time lead distribution
  • Geography and insurance-type filtering
  • Auto-optimizing routing with real-time analytics

Target Users: Insurance lead generators, carriers, and agencies running web-lead programs

E-Delivery

Email and SMS marketing platform for lead nurturing and multi-channel follow-up campaigns. Integrates with lead data for triggered messaging workflows.

Key Features

  • Email and SMS campaign management
  • Triggered messaging based on lead events
  • Integration with call and lead data

Target Users: Insurance marketers running email and SMS nurture programs

Cloud PBX

Private cloud phone system with enterprise telephony features, full call control, and a 100% uptime guarantee for insurance agencies and carriers.

Key Features

  • Full enterprise cloud telephony
  • 100% uptime SLA
  • Integration with Call Logic and LMS Sync

Target Users: Insurance agencies and carriers requiring a managed cloud phone system

Lynx

Click tracking and attribution tool for granular digital campaign tracking across display, search, and affiliate channels.

Key Features

  • Click attribution across digital channels
  • Affiliate and partner tracking
  • Integration with call and lead data

Target Users: Insurance performance marketers managing affiliate and paid media campaigns

HitMetrix

User behavior recording and website analytics platform integrated with call and lead data for full-funnel attribution.

Key Features

  • Session recording and heatmaps
  • Full-funnel attribution across calls, leads, and clicks
  • Integration with Phonexa suite

Target Users: Insurance marketers analyzing website-to-lead conversion

Opt-Intel

Suppression list management and email compliance tool for TCPA and FCC compliance requirements.

Key Features

  • Suppression list management
  • TCPA and FCC compliance support
  • Integration with E-Delivery

Target Users: Insurance marketers requiring consumer opt-out and consent management

Books360

Automated accounting and invoicing system synchronized with lead management data. Reported outcomes include elimination of up to 40 hours/month in manual accounting work.

Key Features

  • Automated invoicing tied to lead and call data
  • Reconciliation with LMS Sync and Call Logic
  • Reporting and audit trail

Target Users: Insurance lead generators and agencies automating financial reconciliation

ValidRecord

Compliance and fraud mitigation solution for detecting invalid leads and fraudulent call traffic across the network.

Key Features

  • Invalid lead detection
  • Fraudulent call traffic identification
  • Network-wide compliance monitoring

Target Users: Insurance carriers and lead generators managing lead quality

At a Glance

Founded
2016
Headquarters
Glendale, California, USA
Employees
201-500
Funding
Bootstrapped

Category & Focus

Category
Distribution & Sales
Subcategories
Lead Management Call Tracking Marketing Automation Performance Marketing
Insurance Verticals
P&C Personal P&C Commercial Life & Annuity Health
Target Customers
Carriers, Agents/Agencies, MGAs/MGUs

Customers

  • Leadtree Global

Links

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Last updated: 2026-06-05