Transparent Pricing

Three plans.
Core is the starting point.

Mach 5 is AI for growing independent insurance agencies. It works alongside your AMS. It does not replace it, and it does not sell leads.

Base is available for smaller or more self-directed agencies. Core is built for the agency that wants Aria on the phone, Book X-Ray in the book, and follow-up on the leads already paid for. Scale adds ongoing book work, broader campaigns and deeper AMS connection.

90-day minimum subscription, billed monthly, then month to month. Implementation is separate and typically takes 7 to 10 business days, except 10DLC / A2P texting registration, which depends on carrier approval. Usage fees vary with call and message volume.

Prefer to talk it through first? See Aria Work, 30-minute working demo.
Monthly
Annual Save up to $1,188/yr
Plan 01
Base

For smaller or more self-directed agencies

$247 /mo
1 user seat · 90-day commitment
Save $492/yr, just $206/mo
  • Full Automation System, pre-built workflows, templates & campaigns
  • Built-In AI, Conversation AI + Voice AI (inbound)
  • CRM & pipeline management
  • Speed-to-Lead, Cold Lead & Long-Term Nurture workflows
  • Birthday, holiday & reputation campaigns
  • Missed call text-back & appointment reminders
  • Unified inbox (call, text, email)
  • Lead Activity dashboard
  • Email support (48hr response)
Start with Base
Start here
Plan 02
Core

The starting point for growing independent agencies

$397 /mo
4 user seats · 90-day commitment
Save $792/yr, just $331/mo

Book X-Ray at onboarding, then cross-sell workflows on the segments you approve.

  • Everything in Base, plus:
  • Book X-Ray included. Your book scanned at onboarding, households tagged by opportunity
  • Cross-Sell campaign suite. Workflows built from your X-Ray segments
  • 2 AI Voice Agents. Inbound receptionist plus outbound follow-up caller
  • AI-powered lead qualification & appointment booking
  • After-hours call answering with live transfer
  • Outbound AI campaigns (no-show recovery, follow-up)
  • Basic AMS connection (Zapier, including AgencyZoom, or CSV book load)
  • Lead Activity + Pipeline Health dashboards
  • Email + chat support (24hr response)
See Aria Work
Plan 03
Scale

Ongoing book work, broader campaigns, deeper integration

$597 /mo
Unlimited seats · 90-day commitment
Save $1,188/yr, just $498/mo

For agencies that want the book rescanned as it changes, plus every campaign running.

  • Everything in Core, plus:
  • Ongoing book re-scoring. Full AMS sync keeps scanning as policies renew, cancel and change
  • AMS connection. NowCerts live, AgencyZoom via Zapier, or CSV from any AMS
  • All campaigns included. Renewal, Win-Back, Onboarding and Referral on top of Core's Cross-Sell
  • 4 AI Voice Agents. Inbound, outbound, overflow and custom
  • 1 Standard Landing Page included
  • All 3 dashboards + monthly performance report
  • Dedicated Slack channel + priority build queue
  • Monthly 1-on-1 strategy call
See Aria Work

*All plans require a 90-day minimum subscription, then continue month to month. That is a billing commitment, not a 90-day implementation. Setup typically takes 7 to 10 business days. 10DLC / A2P texting registration sits outside that window and depends on carrier approval. Annual plans billed upfront. Usage fees vary with volume. Thinkr AI connected-call minutes are about $0.17 each. Twilio usage fees apply to calling. SMS and email usage is billed separately. There is no single typical monthly usage total.

Medicare agent? The Medicare system runs on the Core plan. See how it works, or see Aria work and we'll walk through the numbers for your agency.

Free for every agency

Not ready to subscribe?

Start with a free Book X-Ray. Send a CSV of your book and see identified opportunity before you subscribe. Identified opportunity is not guaranteed revenue.

Run a Free Book X-Ray
Power-Ups

Extend your platform.
Anytime.

One-time builds and add-ons available for any plan. Cross-Sell campaigns come with Core. Renewal, Win-Back, Onboarding, and Referral come with Scale. Or purchase any campaign individually below.

Additional AI Voice Agent
Custom-built voice agent for overflow, a dedicated outbound campaign, or a new line of business. Includes scripting, testing, and deployment.
$199 one-time
Purchase
Custom Email/SMS Campaign
Targeted drip sequence custom-built for a specific line of business, includes templates, workflow, and full CRM integration.
$499 one-time
Purchase
Landing Page: Standard
High-converting single page with CRM form integration and mobile optimization. Scale plan includes one free, additional pages at this price.
$499 one-time
Purchase
Landing Page: Advanced
Full custom build with quote request forms, CRM field mapping, Meta/Google pixel tracking, and mobile-first design. Built for paid ad campaigns.
$799 one-time
Purchase
Common Questions

Before you ask

What's included in the setup?
Setup is included at no extra cost. We handle everything: CRM configuration, AI voice agent training, workflow automation builds, campaign creation, and integration with your existing tools. No setup fee, no surprise charges, just your monthly subscription.
What's the 90-day commitment?
All plans require a 90-day minimum subscription. You still pay monthly. There is no lump sum upfront. After 90 days, the plan continues month to month at the same rate. The 90-day window is a billing commitment. Implementation is separate and typically takes 7 to 10 business days, except 10DLC / A2P texting registration, which depends on carrier approval.
Can I upgrade later?
Yes, upgrade from Base to Core or Core to Scale anytime. Most growing independent agencies start on Core. It includes Book X-Ray and the cross-sell campaigns that work the segments the X-Ray finds. Move up to Scale when you want the book re-scored as it changes and every campaign running: Renewal, Win-Back, Onboarding, and Referral on top of Cross-Sell.
How fast can I be up and running?
Most agencies are live within 7 to 10 business days. That is implementation, not the 90-day subscription. 10DLC / A2P texting registration sits outside that window and depends on carrier approval. Your CRM and pipeline can be active the same day you start. From there, our team handles email routing and calendar setup while we configure Aria and your campaigns. Two training calls get your team up to speed, then we monitor and adjust for 30 days.
What's the difference between Built-In AI and AI Voice Agents?
Base includes built-in Conversation AI (handles text/SMS conversations) and Voice AI (answers inbound calls). Core and Scale add our custom AI Voice Agents, purpose-built voice agents trained on your agency's scripts, with advanced features like outbound calling, live transfer, and multi-campaign management.
Do you work with captive and independent agents?
Both. We have Farmers, Allstate, and State Farm agents alongside independents. The platform is flexible enough to work within carrier compliance requirements while still giving you a competitive edge.
Is this insurance agency software?
Yes. Mach 5 is insurance agency software for agency owners. The plans above are how you buy it. It is not a call-center platform. It is not a carrier IVR.

Is Mach 5 insurance agency software?

Yes. Mach 5 Inc (mach5agent.com) is insurance agency software that works the book and answers the phone. It is not an agency management system.

Is Mach 5 an AMS?

No. Mach 5 is insurance agency software, not an AMS.
Still Have Questions?

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

Core and Scale are configured with you. Start with a 30-minute working demo, or scan the book you already own.

See Aria Work Run a Free Book X-Ray