The infrastructure behind Aria.
CRM, campaigns, landing pages and onboarding exist to support Aria and the work she does on the phone, the book and every follow-up. They are not the identity of Mach 5. Every tool is tested inside Burch Insurance Group before it reaches another agency.
AI Voice Agents
Aria answers when your team cannot: missed calls, after hours and overflow. She qualifies, books the next step, and transfers to a person when licensed judgment is needed. She backs up your people. She does not replace them.
- 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
- Aria covers missed, after-hours and overflow calls so the agency stays reachable when staff cannot pick up
Automated Nurture Campaigns
Campaign sequences that keep follow-up moving by email, SMS and AI calls. This is supporting infrastructure for Aria and the agency's growth, not a generic marketing platform.
- 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
Book X-Ray
Your book is the best list you already own. Book X-Ray scans it for potential cross-sell, retention and dormant-client opportunities. Identified opportunity is not guaranteed revenue. Upload is self serve, and the report typically lands in 48 hours.
- Cross-sell opportunities ranked by annual value
- Coverage gaps and monoline households flagged
- Dormant clients surfaced for re-engagement
- Report and video walkthrough in 48 hours
- On Scale, the five campaigns that go get what the X-Ray finds
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 Aria work, or scan the book
you already own.
Start with a free Book X-Ray, or book a 30-minute working demo. CRM, campaigns and landing pages are configured as supporting infrastructure.