Understand the work
We learn the carrier rules, the call, and what happens after it. If an agent has to teach us the basics, we are not ready to help.
Peach Pilot · About Us · Life Insurance Intelligence
Built from your callsfor your calls.
Headquartered
Atlanta, GA
Industry
Life Insurance · Sales
Focus
Life Insurance Producers
01 · Story & Mission
The problem is simple.
You can run a great call, pick the wrong carrier, and spend weeks finding out. By then the client is tired, you are starting over, and the work you already did pays nothing.
Producers were expected to keep a lot of carrier rules in their heads, retype the same information, and hope the carrier agreed later. The problem was not the person taking the call. The work around the call was broken.
Peach Pilot was built to take that guessing and busywork off your plate, starting with carrier matching.
02 · The Problem We Solve
You should not have to learn by losing weeks.
The call is already hard enough. The tools around it should make the next move clearer.
Carrier fit
A good call can still turn into a decline when the carrier was wrong for the health history.
Work between calls
Quoting, portals, notes, and follow-ups take time that should go to the next client.
Sensitive details
Banking and Social Security details can make a good call awkward right before the application.
03 · How We Work
How we work.
Life insurance agents can tell in ten seconds whether a product understands their work. These are the standards that have to show up in ours.
Make the next move clear
Every feature should remove a guess, a delay, or a repeated task from the agent's next decision.
Show the reason
A recommendation without a reason is another guess. Agents should see the client facts and carrier rules behind the answer.
Keep the agent in control
AI brings the context and the options. The licensed agent makes the decision and stays accountable to the client.
Let outcomes correct us
Carrier decisions, placements, lapses, and chargebacks outrank opinions in a room. What actually happened improves what comes next.
Protect the client
Sensitive details stay off the call, access stays explicit, and moving faster never matters more than earning trust.
04 · The People Behind It
The people behind it.
A small team in Atlanta, building around the calls life insurance producers run every day.
MM
01 / 15
Mario Montag
CEO & Co-Founder
MM
Mario Montag
CEO & Co-Founder
JJ
JP James
Chairman & Co-Founder
BL
Ben Lull
VP Infra & Data
JP
John Pletka
VP Engineering
AS
Aaron Skinner
Product Manager
TB
Tyler Brown
Customer Success Engineer
AR
Avi Raju
AI FDE, UI & Quoting
SK
Soham Kinhikar
Engineer, Peach Live
CH
Chris Holliday
Full-Stack Engineer
JP
Joseph Pangilinan
Ops & Coordination
CT
Chadani Thapa
QA Engineer
AS
Alecia Sullivan
Recruiting
JN
Jeff Nyman
Principal QA Engineer
DS
Diana Schneider
Senior Data Scientist
GL
Grayson Leiter
Intern, Chargebacks & Win-back
05 · Contact
Get in touch.
Have a question or want to run a real client through Right Quote? Book a demo, or reach us at the details below.
info@peachpilot.aiAtlanta, GA