๐Ÿ‘ The AI Sales Copilot for Agents

Close more life insurance sales on every call.

Peach Pilot gets qualified leads on your phone, then Right Quote guides you through the close with AI underwriting, live coaching, and secure data collection for final expense and term life.

Type 2 Diabetes High Blood Pressure Final Expense COPD Non-Smoker Term Life High Cholesterol Approval Odds Atrial Fibrillation $250k Coverage Best Match Age 47 Smoker Heart Disease BMI 32 Underwriting Health Class Simplified Issue
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Right Quote ยท Carrier Matching
Live Demo
Client Profile
Age 47
Male
$250k coverage
Non-smoker
Client mentions...
Type 2 Diabetes
High Blood Pressure
High Cholesterol
COPD
Analyzing health profile...
Top Carriers โ€” Ranked for This Client
1
Mutual of Omaha
Term Life Express
$213/mo
Best Match
2
Americo
Continuation Term
$220/mo
3
Transamerica
Trendsetter LB
$205/mo

You're losing sales before you close.

Getting qualified leads to the right agent is harder than it should be. On the call you guess carriers and health questions. Banking kills the deal. Clawbacks take back commissions you already spent.

Peach Pilot optimizes qualified leads on your phone. Right Quote helps you close.

From lead pickup to submitted application.

Five tools that turn more calls into more commissions.

Health Screening in action
Health Screening

Ask the right health questions. Every time.

Pick the client's conditions and Right Quote surfaces every follow-up question and medication to check โ€” so nothing gets missed before you run the carriers.

Carrier Matching

The top carriers. Ranked by approval and commission.

Right Quote shows you the carriers most likely to approve โ€” ranked by your commission too. Pick the right product before you're off the call.

Right Quote in action
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Peach Live UI screenshot
Live Coaching

Know what to say when they push back.

AI recommends the best objection response while you're still on the call.

Secure Collection

Banking and SSN. Collected without asking.

Send a secure link to your client's phone directly from Right Quote. Track when it's sent, opened, and submitted โ€” then their banking and SSN appear in the app automatically. No phone asks. No callbacks.

Secure data collection in action

Ready to close more?

Book a Demo โ†’
Last updated by pp-joseph · June 16, 2026 09:37 AM UTC