Your agency should sound like your agency
The greeting, the questions, the appointment times and the follow-up all shape a client's experience. Getting started with Mach 5 means putting those details into the calls and messages your prospects will receive.
We handle the configuration with your team. You provide the agency information and review the experience before it goes into use.
For the calls you want help answering
We use your agency name, hours, the business you write and how callers should reach your team. The receptionist can then collect the details that help you return a call or prepare for an appointment.
For example, a new commercial prospect may be asked about their business and when they need insurance. An existing client can explain their request and be directed back to your team.
For the follow-up you want taken off your list
We work with you on the contacts, messages and timing for quote follow-up, older-lead outreach or client campaigns. You can see what someone will receive and how an interested response comes back to you.
For renewals, the dates and client details help determine who gets a check-in. For quote follow-up, your agency's quote status identifies the prospects ready for a reminder. We confirm the information source during setup.
For the appointments you want on your calendar
Mach 5 uses your connected calendar and availability to help book conversations. Confirmations and reminders give the prospect the details, while the request and recent messages help your team prepare.
You can hear sample calls and review the messages as part of getting started. We adjust the wording and next steps with you so the experience fits the clients you serve.
