Answering the phone
After hours, overflow, missed calls. Aria has a real conversation, books time on the calendar, and hands off the moment a call needs a person. That product is the AI voice agent.
AI for insurance agencies
AI for insurance agencies is software that does the work an agency never has enough hands for: answering the phone when the team can't, working the book of business for cross-sell and renewals, and following up on leads within seconds of their arrival. It doesn't replace the agent. It makes sure nothing the agency already paid for, a call, a client, a lead, gets dropped.
The three jobs
The three jobs
Working the book
Most of the premium you can still write is already in the book you have. Book X-Ray finds the cross-sells, coverage gaps, and dormant clients, then shows you what each one is worth per year.
Following up on leads
The vendor leads, the ad leads, the people who already reached out. Aria calls and texts them within seconds and books the appointment. What you get on each plan is on pricing.
Your team
Where the humans stay in charge
When a call needs judgment, Aria hands it to your people. You run every appointment. The AI is backup and follow-through, not a replacement hire. The work we actually set up for an agency is on services.
How to evaluate
How to evaluate AI for your agency
Does it work your existing book or just chase new leads?
Most of the money is already in the book you wrote. A tool that only hunts new leads leaves that premium sitting.
Does it hand off to your people or trap callers?
The call should go to your team the moment it needs judgment. If the AI keeps the caller in a loop, it is a phone tree with a nicer voice.
Is it built for insurance or generic?
Certificates, renewals, cross-sell, and a live transfer to an agent are not generic SaaS problems. If the vendor also sells to dentists and roofers, you will spend the first month teaching it insurance.
Does the builder use it themselves?
Mach 5 runs every day on Burch Insurance Group, our own brokerage. If it does not work for us, it does not ship to you.
Verticals
Built for verticals
A P&C agency and a Medicare shop do not need the same system. P&C is renewals, certificates, and the commercial book. Medicare agents need speed-to-lead and Scope of Appointment capture. That Medicare system is on AI for Medicare agents.
FAQ
What is AI for insurance agencies?
Software that does the work an agency never has enough hands for: answering the phone, working the book for cross-sell and renewals, and following up on leads within seconds. It does not replace the agent. It makes sure a call, a client, or a lead the agency already paid for does not get dropped.
Is it the same as an AMS?
No. Mach 5 is not an agency management system. It sits alongside the AMS you already run and handles the phone, the book work, and the follow-up your AMS was never built to do.
Will it replace my staff?
No. It is backup and follow-through, not a replacement hire. Your people take the calls that need judgment, and you run every appointment.
What does it cost?
Plans start at $247 a month. Base, Core, and Scale are listed on pricing.
How fast can an agency go live?
Most agencies are live in 7 to 10 business days. 10DLC / A2P texting registration sits outside that window and depends on carrier approval.
See what's sitting in your book
Upload the book. The report lands in 48 hours.