1
Mutual of OmahaLiving Promise
Monthly$73.40/mo
CoverageLevel
Commission$$$$$
Built for life insurance agentsYou keep the override.
You keep the override.
We take the
managementonboardingtrainingcoaching weight.
Peach Pilot helps you onboard, train, and coach the downline you are building, without adding headcount or hours. We only win if your agents produce.
Every answer runs against the carrier's actual underwriting rules. Change a detail, and it re-checks before your agents submit.
Carriers for Maria, 64Ranked by your commission · 3 of 6 qualify
Show knocked out
Secure client
Client nameMaria S.
Date of birth04 / 12 / 1960
GenderFemale
Tobacco useNo
Secure linkSecure link received
ACH account numberxxxxxxxxxx987
SSNxxx-xx-1234
Every agent you recruit adds management work. And it lands on you.
Top producers and agency builders want more productive agents. They do not want to spend all of their time recruiting, onboarding, coaching, and managing underperformers. That ceiling slows growth. Peach Pilot takes on that layer so you can keep building.
You did
everything right.
The carrier still
said no.
With Right Quote, your agents see where every carrier lands before they submit.
Checked against each carrier's official underwriting guide, for the answers the client gives. Final approval is subject to carrier verification of official health records.
New Business Submission Received (App ID: 18427)Mon, May 5
We've received your application and it's been assigned for review.
FW: Underwriting Request, Additional Information NeededSat, May 24
Please provide details regarding the reported TIA/CVA history (approx. 7 years ago)…
RE: Underwriting Follow Up, Physician Contact RequiredSun, Jun 8
To proceed, we must obtain an Attending Physician Statement (APS)…
Underwriting Decision: Unable to Offer CoverageFri, Jun 20
After review of the information received, we are unable to offer coverage at this time.
What changes for your agency.
Peach Pilot helps you run the downline day to day. These are the outcomes that move.
No more wrong-carrier declines
Every client answer is checked against the carrier's own rules, on the call. Your agents stop submitting to carriers that were never going to say yes.
The best-paying yes, ranked first
For the same coverage, carriers can pay very different commissions. Right Quote puts the highest-paying likely approval at the top of the list.
The scary questions, handled
Clients type their own SSN and banking through a secure link while your agent stays on the call. The ask that costs new agents deals stops costing them.
Right Quote
From first question to an answer, carrier by carrier.
Here's what happens on the call.
1
We ask only what matters.
Healthy client? You're done in seconds. If there's a health issue, we ask what it is, how long they've had it, and what medicine they take.
2
A real answer, not a guess.
We check your client's health answers against each carrier's own rules. You see where each carrier lands before you start the application, with the highest commission on top.
3
Skip the awkward ask.
Some clients won't read their bank and Social Security number out loud. You text a secure link, they type it in on their own phone while you stay on the call. Same info as always, just typed, not said.
Right Quote is Peach Pilot's carrier matching product. Screens show a sample case in the real interface. Carriers shown: Mutual of Omaha, Corebridge, Americo, Transamerica, American Home Life. The carrier emails in the story above are illustrative. Peach Pilot is an independent company, not affiliated with or endorsed by any carrier.
Your whole team closes like your best closer.
Without you having to jump on the phone. You stop spending nights fixing bad submissions. No more rewrites. No more "let me call you back." You finally get to focus on growing, not fixing.
Just you on the calls? Same thing. You know where your client stands before you spend the minute.
One agent or eighty, the engine works the same.
Nothing new to learn. It rides the call you're already on.
What changes
You see where every carrier lands before you submit.
The client types their own bank and Social Security number, on a secure link you text them, while you're still on the call.
What doesn't
Your carriers, your contracts, your account.
The way you run your calls.
Right Quote is the tip.
The part you can see today. The rest is being built underneath it, in this order.
- 1Right QuotelandedThe verdict and the price, before you submit.
- 2Peach Livein sightCoaches you live on the call, breaks it down after, and gives you AI prospects to rehearse on.
- 3The call engineunder wayWe've studied 50,000 calls so far: which word tracks close, which policies stick, which ones charge back, city by city.
Peach Live, live call coaching. Client: I had coverage a few years back but I let it lapse. Just trying to get it back. Ask this: What happened back then that made you go get it the first time? Listening.
Where this is going: your first month feels different.
Book a demoThe carriers we check.
Right Quote reads each client's answers against the rules each carrier uses: Mutual of Omaha, Americo, Corebridge, Transamerica, American Home Life.
American Home LifePeach Pilot is an independent company, not affiliated with or endorsed by any carrier.
Where the sensitive stuff goes.
Client information is encrypted. Your agents never see a client's Social Security or bank details. The client types those into a private link on their own phone while your agent stays on the call. Every action is logged.
Sounds too good to be true.
It does. So put us on the spot: book a short demo and bring two clients from your book. We'll pre-check them in Right Quote live, and you'll watch the verdicts and quotes show up, carrier by carrier, before you submit anything. Pricing's per agent, no long contract, and we'll walk through your exact number on the call.
Just you? Same demo. We'll pre-check your clients live and give you your price.
