AI for insurance agencies that works your book and answers the phone
For insurance agencies. Not a call center. Not a carrier IVR.
Mach 5 is AI for insurance agencies. Use Book X-Ray to scan your book. Use voice agents to cover inbound and after-hours calls. Self-serve Book X-Ray. No call required. Report in 48 hours.
What Mach 5 is
Mach 5 is AI for insurance agencies.
It is built for insurance agency owners and principals.
Mach 5 does two jobs. Book X-Ray works the book you already have. Voice agents answer the phone when you and your team cannot.
Plans, seats, and add-ons are on pricing. That is the page for AI software for insurance agencies.
Who it's for
Insurance agencies. Agency owners and principals. This is AI for insurance agencies. It is not a call-center platform. It is not a carrier IVR.
The book
The book is the agency's book of business. Book X-Ray is the scan.
The phone
Inbound, after-hours, outbound. It backs up your people. It does not replace them.
The handoff
When a call needs a person, it hands off to the agency. Mach 5 works for the agent. It does not replace the relationship.
Book X-Ray
Book X-Ray is a scan of an insurance book of business. It scans the book for cross-sell opportunities, coverage gaps, and dormant clients.
Upload is self-serve. No call is required. You get a report in 48 hours.
The report is yours. The full Book X-Ray walkthrough is on the Book X-Ray page.
Run Your Free Book X-RayVoice agents
Backup AI Receptionist: the inbound voice agent that answers when you and your team cannot.
It answers when you and your team cannot: after hours, overflow, missed calls. It backs up your people. It does not replace them.
Inbound receptionist, after-hours answering, and outbound calling are on the voice agents page.
AI software for insurance agencies
If you are shopping AI software for insurance agencies, go to pricing.
Base includes built-in Voice AI for inbound calls. That built-in Voice AI is not the custom Core or Scale voice agents.
Core and Scale add the custom AI voice agents. Book X-Ray is included on Core and Scale.
See plan names, what is included, and how to book time on pricing.
Further reading
We don't just sell it.
We run it ourselves.
Every workflow, every AI agent, every campaign runs on Burch Insurance Group, our own active brokerage, before we put it in front of yours. If it doesn't work for us, we don't ship it.
Your clients' #1 complaint?
They can't get ahold of you.
Most clients don't leave over price. They leave because they called three times and nobody picked up. Or they haven't heard from your office since they signed. Mach 5 makes sure that doesn't happen.
After-Hours Coverage
Someone calls at 8pm on a Tuesday when your team is offline. Backup AI picks up, has a real conversation, and books an appointment on your calendar. You see it in the morning.
Policy Renewal Reminders
Your clients get a heads-up before their renewal hits, by email, text, or both. They hear from you first, not from a competitor quoting them online.
Birthday & Holiday Outreach
Simple stuff that makes a big difference. A birthday text, a Thanksgiving email, small touchpoints that remind people you're their agent, not just a policy number.
Missed Call Text-Back
You're with a client and miss a call. Instead of a voicemail nobody checks, the caller gets a text with a link to book time with you. Instant.
Bottom line, your people stay in charge. Backup coverage keeps the agency responsive when they can't pick up.
Every plan includes our full automation system, the same one we built and run on our own agency.
Everything your agency needs.
Already built.
You don't need six different tools duct-taped together. This is one system that handles lead gen, follow-up, client retention, reputation, and your pipeline, all talking to each other.
Automated Follow-Up
Leads come in, and the system works them, texts, emails, voicemail drops, until they book or tell you to stop. You just show up to the appointments.
- SMS + email + voicemail drops
- Cross-sell & upsell campaigns
- Re-engagement sequences
- Beneficiary review automation
Backup AI Receptionist
It answers when you and your team cannot: after hours, overflow, missed calls. It backs up your people. It does not replace them.
- Inbound call handling when your team is busy
- After-hours and overflow coverage
- Lead qualification scripts
- Instant appointment booking
- Missed call text-back
Paid Ads
We set up your Meta and Google campaigns so people searching for insurance in your area find you, not the agent down the street.
- Google Ads (search + local)
- Meta / Facebook campaigns
- High-converting landing pages
- Monthly optimization
CRM & Pipeline
See every lead, every client, every deal in one place. Know exactly where things stand without digging through spreadsheets or sticky notes.
- Visual pipeline management
- Lead routing & assignment
- Task automation
- Performance dashboards
Landing Pages & Funnels
When someone clicks your ad or follows a referral link, they land on a page that's built to get them to fill out a form or book a call, not bounce.
- Custom landing pages for every campaign
- Quote request & appointment funnels
- Mobile-optimized design
- Integrated with your CRM and automations
Reputation & Reviews
After a good interaction, the system asks your client for a Google review. Simple, automatic, and it adds up fast. More reviews = more trust before someone ever calls you.
- Automated review requests
- Review response management
- Widget for your website
- Multi-platform monitoring
Live in days.
Not months.
Start with a free Book X-Ray. Most Scale agents are live within 7–10 business days from purchase.
Free Book X-Ray
Run your free Book X-Ray. Upload your book, and within 48 hours you get a report showing the unworked premium in it, with real dollar amounts and a video walkthrough. If you want the machine that goes and gets it, that's Scale.
Tech Setup
Our team handles the technical stuff, phone number registration, email setup, calendar sync. You just show up for a quick setup call.
Custom Build
We configure your snapshot, build your AI voice agents, and set up your campaigns. This usually takes 5–7 days.
Training & Launch
Two training calls so you and your team know how everything works. Then we watch things for 30 days and tweak as needed.
Built for agents.
Trusted by agents.
"The AI voice agent alone paid for itself in the first month. I'm not missing calls anymore and my close rate went up because leads are getting worked immediately."
"I was spending hours following up with leads manually. Now the system handles it and I just show up to sell. It's like having an extra employee that never sleeps."
"What sold me is that Darren runs his own agency on this exact system. He's not just selling software, he's showing you what actually works in the real world."
Your leads are calling.
Literally.
Start with the free X-Ray, see the money in your book before you spend a dollar.
What is Mach 5 Inc?
Mach 5 Inc (mach5agent.com) is AI for insurance agencies. The product is Mach 5.
Who is Mach 5 for?
Insurance agencies. Agency owners and principals.
What does Mach 5 do?
Book X-Ray works the book. Voice agents answer the phone. Voice talks to the caller, then hands off to the agency.
Is Mach 5 AI for insurance companies?
No. Agencies, not carriers or contact centers.