of insurance policy lapses happen because agents fail to follow up properly during renewal season. That's lost revenue walking out the door.
is the average time agents spend daily on renewal calls and follow-ups, leaving little time for new business development.
of clients who don't renew say they never heard from their agent before their policy expired, despite the agent thinking they followed up.
Mach5 Agent eliminates renewal lapses with intelligent automation that follows up at the perfect time, through the right channel, with personalized messaging. Your clients get the attention they deserve, and you get the retention rates you need.
Our AI voice agents call your renewal prospects 24/7, handle objections, answer coverage questions, and book appointments directly into your calendar. They sound natural and know your agency's renewal process inside and out.
Automated SMS, email, and voicemail sequences start 90 days before renewal. Each message is timed perfectly based on your client's response behavior and policy type, ensuring maximum engagement without being pushy.
Not all renewals are equal. Our system automatically prioritizes high-value policies and clients most likely to lapse, so you focus your personal attention where it matters most while automation handles the rest.
When renewal prospects don't answer, our system automatically sends a text message within 60 seconds explaining why you called and offering easy scheduling options. Turn missed calls into booked appointments.
See exactly where every renewal stands in your pipeline. Visual dashboards show which clients need immediate attention, which are already handled, and your renewal retention rate in real-time.
Every renewal conversation becomes a cross-sell opportunity. Our system identifies coverage gaps and prompts your AI agents to mention additional products, increasing your revenue per client automatically.
Start 90 days before renewal with soft touches like value-add content, then increase frequency 60 days out. Mach5 Agent automatically schedules this entire sequence based on each policy's renewal date.
Not when done right. Our AI voice agents are trained on your agency's tone and know each client's policy details. Clients often can't tell they're talking to AI, and appreciate the consistent, professional service.
Our AI agents seamlessly transfer qualified prospects to you for closing, or book appointments directly in your calendar. You handle the relationship-building while automation handles the grunt work.
Mach5 Agent provides detailed analytics showing open rates, response rates, appointments booked, and policies renewed by campaign. You'll know exactly which messages and timing work best for your book of business.
Our AI agents are trained on both personal and commercial lines renewal processes. They can discuss coverage changes, handle certificate requests, and manage multi-location policies with the same expertise as your best CSR.
The AI agent smoothly transitions the conversation to scheduling a callback with you, or can conference you in immediately if you're available. Clients get answers fast, and you maintain control of complex situations.
Book a 30-minute demo and see the system running live - on a real insurance agency.