For agency owners

Not a recruiting problem. A coaching-hours problem.

Every agent you add lands more coaching on you. Peach Pilot is built to take that weight, so your downline can grow and you keep the override.

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For agency owners, 0:58

A short film. All data is fictitious. Screens marked Not final may change.

The ceiling

Your calendar is the ceiling.

Growth was never the hard part. The hard part is that every new agent needs onboarding, and every one of them hits the same objection and asks you how to handle it. A kitchen with one cook who also trains every new cook does not get more dinners by adding stations.

So the downline stops growing at the number of hours you have left.

An agency owner seen from behind at a desk, the wall calendar filling up square by square, the last squares glowing salmon

What moves off your desk

The management weight moves. The override stays.

Onboarding and quoting

Live now

New agents price the shelf without asking you. Peach Quote compares over 500 plans from over 70 carriers and shows which carrier guides appear to fit the client's answers before the application goes in. The carrier reviews the completed application and decides.

Coaching

In sight

The same objection stops getting coached one agent at a time. Post-call breakdowns and practice for your agents, so what your best producer does on a hard call stops disappearing by tomorrow.

Performance oversight

Under way

See who is producing and where the gap sits. A view of how your downline is performing, so the middle of your team has something to be pulled toward.

The deal

We take the management weight. You keep the override.

Peach Pilot works for the agency owner, not around you.

A desk seen from the side, a stack of boxes being lifted off by a pair of hands while a single salmon name plate stays on the desk

For agencies and carriers

The same signals a carrier wants to see.

Chargebacks, lapses and bad payment days cost the agent first, then the agency and the carrier. Peach Pilot is being built so all three see the same picture early, and fewer chargebacks is a win for the agent before anyone else.

1
Visibility into agent performanceBuildingWho is dialing, who is closing, who needs coaching.
2
Agent coachingBuildingA short read after every call lifts persistency.
3
Chargeback reductionBuildingEarly signals on a sale likely to lapse.
4
Optimized payment recoveryIn a pilotDrafts timed to when the money is there.
5
Fraud preventionIn sightBank details checked before commission moves.

Carrier-facing pieces are early and run as pilots.

Early look, 0:47

A short film. Illustrative screens, sample data. Screens marked Not final may change.

American Home Life

Don't see your favorite carrier? We may already have it.

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Call analytics

See how each agent sells, not just what they sold.

Peach Pilot scores every recorded life insurance call and rolls it up by agent: how each one runs the call, where coaching would help most, and how their win rate compares with what their customer mix would predict. A hard book of customers stops looking like weak selling.

1
Agent performanceIn a pilotStage, objections, closing and follow-through, ranked against peers.
2
Coaching opportunitiesIn a pilotWhere each agent stands out and where the most room is.
3
Expected win ratesIn a pilotActual wins against the rate expected for each agent's customer mix.
4
Who to call backIn a pilotPast leads scored from both sides of the call, ready to hand over.

Call analytics, 4:00. All names are made up.

How a pilot works

Start small. Stop if it does not work.

We are early, and we would rather prove it on a few of your agents than ask you to bet the whole downline.

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A small cohortFive to ten of your agents.

We take the weightWe take on their onboarding, coaching, and performance oversight.

You decideIf their performance improves, you expand. If not, you stop.

Security

Built for the details you cannot afford to leak.

Social Security and bank details are encrypted individually before they reach the database, and no one has standing access to decrypt them. Every reveal is permissioned and logged by field, never by value. SOC 2 readiness is in progress.

Read about security

Social Security••• •• 4102Locked

Bank account•••• 7730Locked

RoutingRevealed to the agent on the caseLogged

Log: field name, who, when. Never the value.

Illustration of the idea. Sample fields.

One question

How do I know this works?

You do not have to take our word for it. That is why we start with a small cohort of your agents and expand only if their performance improves.

A balance scale on a desk, a small salmon cube on one pan outweighing a stack of pale forms on the other

See it with your own downline in mind.

A short demo, built around how your agency actually runs.

Book a demo