1:21Peach Pilot Overview: A Morning on a Life Insurance Team
The short version of how Peach Pilot runs an agent’s day, from the last call to the next one.
Watch on YouTubeSee how it works, one short video at a time.
Walkthroughs for agents, agency owners and carriers. Pick a topic or search, then press play.
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1:21
3:54Peach Quote Tutorial: From First Quote to Policy in Force
Run your first quote, including the link your client fills in on their own phone.
Watch on YouTubeUse your own AI
2:42Connect Your AI to Peach Pilot: Claude and Grok Setup
Paste one link into Claude or Grok, approve access once, then ask for quotes, follow-ups and reminders in plain words.
Watch on YouTubeUsing Peach Quote
3:05Peach Quote My Leads Tutorial: Work, Log and Import Leads
How My Leads works, and how your agency’s rules decide who gets which free leads.
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2:31Recycled Leads in Peach Quote: Past Leads Back in Play
How a lead that went quiet comes back into play, with what was tried last time.
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1:16Find Your Preferred Carrier in Peach Quote
After a quote, search for the carrier you want. Go straight to its application, or open its portal with your client’s details ready to paste.
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1:12Peach Quote Scenarios: Review an Existing Policy
A quick read on a client’s current policy and what to say about it.
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0:59How to Report a Wrong Price in Peach Quote
Spot a price or product that looks off? Flag it from the quote results in a few taps.
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1:04Peach Quote for Agency Owners: Guide New Agents From Day One
One agent or your whole team, the steps stay the same from day one.
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1:06Peach Quote for Agency Leaders: Quote to In Force, One Place
Each agent keeps quotes, applications and book in one place, and bank details open only for the agent who wrote the case.
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1:01Peach Quote for Carriers: Agents Pre-Screen Before They Apply
How Peach Quote pre-screens a client against your rules before the application.
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4:01Life Insurance Call Analytics: Agent Performance and Win Rates
How an agency’s recorded calls become a list of leads worth calling back and a fair read on how each agent sells.
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Screens in these videos can change as the product grows.