Life insurance agents lose deals between apps. PeachOS closes the gaps.
Leads, dialing, quoting and follow ups in one place. Built for insurance agents who want an easier day and more income.
A short film. All names and data are fictitious.
Every lead passes through three stages. It can slip at each one.
My Leads
Leads arrive from three vendors and an IMO, and each one is loaded into another tool before you can call. Then comes a flat list and a phone, like a pile of mail with nothing on the envelopes.
PeachOS keeps every lead in one place. The dialer, coming soon, puts callbacks first. Past leads come back scored: a score for how valuable a callback is likely to be, from how the call went.
Active quotes
A good conversation, then a separate quoter, and the same client details typed twice. A decline means keying the application into the next carrier while your client waits.
PeachOS puts the quote inside the call: basics, health details, plans that appear to fit. The carrier makes the final decision.
Book of business
Once a policy is written, nobody calls the client back, and the first sign of trouble is a chargeback.
PeachOS tracks each policy from submitted to issued to paid.
Calls become coaching sessions and recycled leads. Near sales become won sales.
The day is planned
The dialer orders your list. You work it in order.
The call is heard
PeachOS listens and reads how it went.
What to do next time
A coaching session with the one thing to change.
The almost comes back
A recycled lead, back on the list with its history.
The won sale
The second try closes, tracked to issued and paid.
Plan the day. Learn from the call. Bring the almost back.
Your day is planned before you sit down. The quote sits inside the call: basics, health details, best fit. PeachOS listens to every call, every near miss comes back with its history, and agency leaders and uplines manage their teams from the same system. It starts with the morning.
Watch a whole morning in under a minute.
One lead, from the first call to the sale, all inside PeachOS.
The tools your team uses every day, in one place.
Dialer
Orders your day and you work the list call by call: callbacks first, then new leads, follow ups, recycled leads and check ins. Your tasks live in the same list.
Peach Coach
Listens to the call and reads how it went. After the call, the one thing to do differently next time.
Recycled Leads
The almosts come back scored on how the call went, with what happened last time, to the agent you choose.
My Leads
Every assigned lead in one place, with the last call beside it.
Peach Quote
Enter the basics and the health details. It shows which plans appear to fit. The carrier makes the final decision.
My Book
Policies tracked from submitted to issued to paid.
Statuses are placeholders. Re-check each one against production on release day. My Tasks is part of the Dialer card.
Built so you can say yes.
PeachOS reads how each call went and tells you. If you disagree, challenge it. The carrier still makes the final call.
Peach Pilot supports licensed agents' workflow. Carriers make final underwriting and issue decisions.
Encrypted field by fieldSensitive details are encrypted before they reach the database.
Every reveal is checked and loggedAccess is permission-checked, and each look is written to an audit log.
SOC 2 readiness in progressWe are preparing for it. We do not claim certification.
See how your team's day would run in PeachOS.
Book 30 minutes with us. We'll walk through a full day in PeachOS with you: the list in order, every call read, and the near misses back on the list.