AI for growing independent insurance agencies

Aria answers calls and keeps every opportunity moving.

She follows up with new leads and quotes, and helps your team work the clients you already have. Your people stay in control.

Built by an insurance agent. Learn more

Aria, Mach 5's AI teammate, working at a laptop. She has a human face, a robotic arm, and visible cyan circuitry.

Four ways Aria can start helping your agency.

These are some of the most common jobs agencies give Aria. Your Mach 5 system can also be configured for additional follow-up, campaigns and client communication.

Answer missed calls

Every call gets an answer.

Aria answers when your team cannot, collects the caller's information and books the appropriate next step.

Learn how call answering works
Aria can answer after-hours, overflow and missed calls using a natural, conversational voice. She can ask why the person is calling, collect contact information, book time on the appropriate calendar and hand the conversation to a person when needed. Your team can review the call details afterward.

Follow up with new leads

Respond while interest is high.

Aria calls, texts and emails new prospects, asks qualification questions and books interested people on your calendar.

Learn how lead follow-up works
Mach 5 uses a specialized outbound AI calling system configured for your agency. Aria can ask the questions your team chooses, collect information and book qualified prospects with the right person. Your team receives an alert and a transcript after a connected call. Calls can be combined with text messages and emails, giving prospects several simple ways to respond or schedule time.

Follow up after a quote

Keep good quotes from going quiet.

After your team sends a quote, Aria sends friendly text and email reminders until the prospect responds or schedules time.

Learn how quote follow-up works
Your agency controls when follow-up begins, how often messages are sent and what the messages say. Aria can remind the prospect that the quote is ready, answer with an approved next step and provide an easy way to book time with your team. Follow-up stops when the prospect responds, books or asks not to be contacted.

Work your existing book

Find opportunities you already own.

Mach 5 helps identify clients who may be ready for a coverage review. Aria can contact selected clients and return interested opportunities to your team.

Learn how Book X-Ray works
Book X-Ray reviews an export of your agency data to identify possible cross-sell, retention and dormant-client opportunities. Your team decides which groups should be contacted. Aria can then use approved calls, texts and emails to invite those clients to schedule a conversation. Book X-Ray identifies potential opportunities. It does not guarantee quotes, coverage or written premium.

Start with the jobs your agency needs most. Add more as your team and strategy evolve.

See everything Mach 5 can do

Replace several systems. Keep your AMS.

Mach 5 can take the place of a separate CRM, business phone, AI receptionist and sales follow-up tools. You keep the AMS you already use.

Learn what Mach 5 can replace
Mach 5 combines customer follow-up, business calls, AI call answering, texting, email campaigns, calendar booking and pipeline management in one connected system. Your AMS remains in place for policies, client records and agency management.

Separate systems

  • Business phone: RingCentral
  • CRM: AgencyZoom or Pipedrive
  • Call answering: Sonant AI or VA Call Center

Replaced by Mach 5

  • Phone calls
  • Text messages
  • Emails
  • Lead follow-up
  • Quote follow-up
  • Calendar booking
  • Cross-sell campaigns

Your existing AMS stays connected

  • Your AMS remains in place for policies, client records and agency management.
Diagram showing RingCentral, AgencyZoom, Pipedrive, Sonant AI and a VA call center replaced by Mach 5 while the agency's existing AMS stays connected.

Product names and logos are the property of their respective owners and are shown for comparison.

Start with the book you already own.

Upload a spreadsheet from your AMS. Within 48 hours you receive a report of possible next conversations. Your team decides what to work.

Learn more about Book X-Ray
Sample Book X-Ray report showing possible coverage reviews in an existing book of business
A sample report. Identified opportunity is not guaranteed premium.

Mach 5 works next to the system you already use.

It does not replace your AMS. Start with a spreadsheet export. NowCerts can connect live. AgencyZoom can connect through Zapier.

CSV from any AMS NowCerts AgencyZoom via Zapier

Your team stays in control. Aria hands off when a person is needed. She does not give licensed insurance advice or independently bind coverage. See services for more detail.

Darren Burch, founder of Mach 5 and owner of Burch Insurance Group

Darren still runs Burch Insurance Group.

Mach 5 is tested inside that live agency before it is offered to another shop. That is why the product speaks insurance, not generic software.

Read the full story

Agents who already use Mach 5

"The AI voice agent alone paid for itself in the first month. I'm not missing calls anymore and my close rate went up because leads are getting worked immediately."

PH
Paul H.
Farmers Insurance Agent

"I was spending hours following up with leads manually. Now the system handles it and I just show up to sell."

MR
Mike R.
Independent Insurance Agent

"What sold me is that Darren runs his own agency on this exact system. He's not just selling software, he's showing you what actually works in the real world."

TW
Tony W.
Allstate Agency Owner

Common questions

Is Mach 5 an AMS?

No. Your AMS is the system that stores your client records. Mach 5 works next to it. It does not replace it.

Does Aria replace my staff?

No. Aria handles routine calls and follow-up so your licensed people can stay on the conversations that need them.

Is Aria an AI?

Yes. Aria is Mach 5's AI teammate. She uses a natural, conversational voice. She does not pretend to be a human insurance agent.

How does Aria make outbound calls?

Mach 5 uses an outbound calling system configured for your agency. Aria can ask the questions your team chooses, collect information, and book time with the right person.

What happens after Aria connects with someone?

Your team receives an alert and a transcript after a connected call. If the person needs licensed advice or personal attention, Aria hands the conversation to a person.

Can Aria follow up after we send a quote?

Yes. After your team sends a quote, Aria can send friendly text and email reminders until the prospect responds, books time, or asks not to be contacted.

Does Mach 5 sell leads?

No. Mach 5 works the book you already own and the leads you already have. It is not a lead vendor.

How does Book X-Ray work?

You send a spreadsheet export of your client list. Within 48 hours you receive a report of possible cross-sell, retention, and dormant-client conversations. It identifies possible next steps. It does not guarantee quotes or written premium. Learn more

Can we change what Aria says and how often she follows up?

Yes. Your agency controls the questions, the message wording, when follow-up starts, and how often it repeats.

How long does setup take?

Most agencies are live in 7 to 10 business days. Texting registration sits outside that window and depends on carrier approval.

How is agency and client data handled?

Book files are used to produce the X-Ray and to set up approved follow-up. Mach 5 does not sell agency data. Delete-on-request is available. Learn more

What does Mach 5 cost?

Base is $247 per month, Core is $397 per month, and Scale is $597 per month. All plans have a 90-day minimum, then continue month to month. Usage fees vary with call, text, and email volume. See pricing

See Aria work, or run the free X-Ray.

Two clear paths. A 30-minute working demo, or a scan of the book you already own.

Medicare agencies have a separate path. Deeper reading: The State of the Unworked Book and AI receptionist vs answering service.