Turn Your P&C Relationships Into More Revenue
Your clients already trust you. Now give them more reasons to.
Your clients rely on you to protect their businesses, homes, assets, and families. But many of their most important financial risks fall outside the P&C conversation.
Mach FT helps P&C agents identify and capitalize on those opportunities with the technology, expertise, and support to make it simple.
Talk With UsYou're Already Having
the Conversation
“What happens to my business if something happens to me?”
A business owner, thinking about succession
“What happens to my family if something happens to me?”
A client, thinking about protection
“I need a way to keep my best people from leaving.”
A business owner, thinking about key employees
“My situation is more complicated than a standard policy.”
A high-net-worth client, thinking about complexity
These aren't just insurance conversations. They're opportunities — you just may not want to build a whole second business around them.
We Help You Expand Your Business
Without Expanding Your Workload
Learn How Mach FT gives P&C agents access to experienced insurance professionals, advanced technology, and a broad range of carrier solutions — so the work stays behind the scenes, and the relationship stays yours.
Identify Opportunities
We help you recognize the life insurance, long-term care, annuity, and disability opportunities already sitting inside your book.
Find the Right Solution
Our experienced team helps evaluate the case and identify appropriate solutions from leading carriers.
Simplify Complex Cases
From underwriting strategy to illustrations and case design, we navigate the details that can slow a case down.
Keep You in the Relationship
You stay front and center. We provide the expertise and execution behind the scenes.
Create New Revenue
Conversations you're already having become new business — without new infrastructure.
What Can You Do With YourExisting Client Base?
Business Owners
Protect the business, fund succession strategies, address key-person risk, and strengthen employee benefits.
High-Net-Worth Clients
Explore sophisticated life insurance and wealth-transfer solutions built for complex balance sheets.
Families
Help clients protect the people and assets that matter most, with coverage sized to their actual risk.
Executives & Key Employees
Address protection, retention, and supplemental benefit needs for the people a business can't afford to lose.
Aging Clients
Open conversations around long-term care and retirement income before a crisis forces the issue.
The opportunity may already be sitting in your book.
Stop Referring Opportunities Away
When a client needs something outside your traditional P&C offering, the easiest answer is often to send them somewhere else. But every referral creates distance between you and your client, and is a lost revenue opportunity.
Mach FT gives you another option.
Bring us into the conversation. We'll help you navigate the opportunity while you maintain the relationship.
Referring Out
The relationship ends where your offering does.
Bringing Us In
The relationship loops back to you, wider than before.
Mach FT
(behind the scenes)
You don't need another complicated platform.
You need a partner that makes it easier to do more with what you already have.
Industry-leading solutions
Give your clients more options with access to a broad range of life, long-term care, annuity, and disability solutions from leading carriers.
Efficient case execution
From application to placement, our team provides the expertise, manages the details, coordinates with carriers, and keeps cases moving forward.
Cross-selling opportunities
Uncover needs within your existing book of business and identify opportunities to provide solutions beyond traditional P&C coverage.
Enhanced client experiences
Deliver a seamless, professional experience by combining your trusted client relationship with our technology, expertise, and hands-on support.
Generate additional revenue
Turn more of the needs you uncover into new business and create an additional revenue stream — without adding another business to manage.
You bring the relationshipWe bring the rest.
You've already done the hardest part — earning your client's trust. Let's talk about what that trust can turn into.
No risk. No obligation. Just a conversation about what's possible.