๐Ÿ‘ The AI Sales Copilot for Life Insurance

Turn every agent into your best producer.

Peach Pilot gives life insurance agency owners one platform to guide every agent through carrier selection, live call coaching, application submission, and policy retention โ€” from their first quote to their last renewal.

Your agents have the drive to close.

What slows them down is everything around the sale โ€” juggling carriers, guessing on underwriting, retyping data, and chasing customers for banking details.

Give them the right tools, and the results follow: faster calls, smarter placements, fewer declines, and policies that stay on the books.

That's the agency every owner is building toward.

See Peach Pilot on a real sales call.

Watch how agents quote smarter, coach in real time, and submit applications faster โ€” without the back-and-forth.

Book a Demo โ†’

Everything your agents need. One platform.

From the first quote to the last renewal โ€” Peach Pilot covers the full life insurance sales lifecycle.

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Right Quote

Find the best-fit carrier for every client โ€” every time. Matches health profile, age, state, payment type, and underwriting rules to the right carrier, factoring in both approval likelihood and agent commission. No more guessing. No more preventable declines.

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Peach Live

Real-time coaching on every call. Transcribes the conversation as it happens, tracks script progress, surfaces missing questions, and delivers prompts and objection responses in the moment โ€” so every agent performs like a veteran from day one.

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Application Automation

From close to submitted, faster. Auto-fill carrier applications using information already captured on the call โ€” cutting duplicate data entry, reducing errors, and shortening the time between close and submission.

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Secure Data Collection

Collect sensitive information without the friction. Banking details and SSN are captured through a secure link sent directly to the client โ€” no awkward phone conversations, no lost deals from callbacks.

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Policy Retention

A lapsed policy isn't a lost customer. Peach Pilot analyzes why a policy churned, re-engages the client through AI-powered outreach, and sends a secure self-buy link โ€” turning a chargeback into a fresh sale and recovering commissions your agents already earned.

From setup to sale in four steps.

Peach Pilot fits into your agency's existing workflow and starts delivering value from day one.

1

Connect your agency

Add your carriers, agents, commission grids, and health logic in one setup. Peach Pilot becomes the operating layer your whole team works from.

2

Guide every call

Right Quote surfaces the best-fit carrier in real time. Peach Live tracks the script, flags missing questions, and coaches objections as they happen.

3

Close and submit faster

Applications auto-fill using what was captured on the call. Banking and SSN details collected through a secure link โ€” no awkward asks, no callbacks.

4

Protect your revenue

Automated touchpoints keep clients engaged after the sale โ€” reducing chargebacks and protecting the commissions your agents worked to earn.

Built by people who've seen the problem firsthand.

Peach Pilot was founded in Atlanta by a team with decades of experience building and scaling AI platforms for enterprise โ€” and a clear-eyed view of what wasn't working on the life insurance sales floor.

CEO and co-founder Mario Montag has built AI-driven platforms across industries โ€” from predictive maintenance to building automation โ€” each time solving the same fundamental problem: giving people on the ground the intelligence they need to do their jobs better.

We built Peach Pilot because the gap was obvious. Great agents were losing deals not because they couldn't sell โ€” but because the tools around them weren't built for the real sales floor.

We're here to change that.

80%
of new agents quit before year two
40%
of agent time spent on admin, not selling
50%
faster calls with AI-assisted quoting
25%
average chargeback rate on FEX policies
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Built for the real sales floor.

From agency owners scaling their teams to agents closing their first big month.

"[Quote from agency owner about improved production and reduced declines.]"
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Agency Owner โ€” [Agency Name]
"[Quote from agent about confidence on calls, avoiding declines, or closing faster.]"
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[Agent Name]
Sales Agent โ€” [Agency Name]
"[Quote about onboarding speed, chargeback reduction, or retention improvement.]"
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Agency Owner โ€” [Agency Name]

Thinking out loud from the Peach Pilot team.

AI in practice, building high-performance teams, and what it takes to transform the life insurance agency.

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