Six systems.
One unstoppable agency.
Every tool is purpose-built for insurance agents, tested on our own agency, Burch Insurance Group, before it ever reaches yours.
AI Voice Agents
Your leads call. Your AI answers, instantly, 24/7, in a human-like voice. No hold music, no voicemail, no missed opportunities. Our Mach 5 AI voice agents qualify leads, book appointments, and transfer hot prospects directly to your team.
- Speed-to-lead under 90 seconds, call back before competitors even see the notification
- Inbound & outbound call handling, answers, qualifies, and routes leads automatically
- Custom-trained on your agency's book, products, and scripts
- Appointment scheduling directly into your calendar
- 100% of calls answered, no more missed after-hours opportunities
Automated Nurture Campaigns
Purpose-built campaign sequences that keep your agency top-of-mind from first touch to renewal and beyond. Email, SMS, and voicemail drops, all automated, all personalized, all working while you sleep.
- Speed-to-Lead, instant response sequence when new leads come in CORE
- Cold Leads Reactivation, re-engage aged and unresponsive leads CORE
- Renewal Reminders, 90/60/30 day pre-renewal engagement SCALE
- Re-engagement, win back lapsed clients and lost opportunities SCALE
- Birthday & Holiday, automated personal touchpoints year-round BONUS
Paid Advertising
Meta and Google Ads campaigns built specifically for insurance lead generation. We don't run generic ads, every campaign targets your territory, your lines of business, and your ideal client profile with proven insurance-specific creative.
- Facebook & Instagram lead generation with custom audiences
- Google Ads for high-intent "insurance near me" searches
- Custom landing pages optimized for conversion
- A/B testing creative, copy, and audiences continuously
- Transparent reporting, you see every dollar spent and every lead generated
CRM & Pipeline Management
One dashboard to rule them all. Every lead, every policy, every touchpoint, visible in a single pipeline view built for the way insurance agents actually work. No more spreadsheets, no more sticky notes, no more leads falling through the cracks.
- Insurance-specific pipeline stages: Lead → Quote → App → Bind → Active
- Automated task creation and follow-up reminders
- All communications (call, text, email) in one unified inbox
- Lead source tracking, know exactly what's generating business
- Agent-specific views and permissions for your team
Landing Pages & Funnels
Dedicated landing pages for every ad campaign, referral source, and line of business, built inside your CRM so every lead flows straight into your pipeline. No disconnected tools, no manual imports, no leads lost in translation.
- Dedicated landing pages for every ad campaign with A/B testing
- Built-in quote request forms that feed directly into your CRM
- Mobile-optimized for every device
- Conversion tracking and performance analytics on every page
- Full custom website available as an add-on
Reputation & Review Management
Your Google review count is the first thing prospects see. We build automated review request sequences that turn happy clients into 5-star advocates, and give you the tools to respond to and manage reviews across all platforms.
- Automated review request campaigns after policy bind
- Multi-platform monitoring, Google, Facebook, Yelp, BBB
- AI-assisted review responses, professional replies in seconds
- Negative review alerts so you can respond before damage spreads
- Review widget for your website to showcase social proof
See the money in your book
before you spend a dollar.
Start with a free Book X-Ray. We'll show you the unworked premium in your book, then Scale is how we go get it.