Insurance Command
Insurance Solo — $299/month; Insurance Team — $499/month; Insurance Enterprise — Custom proposal. Lead, insured, quote, application, policy, carrier, producer, renewal, claim, service, document, and reporting operations.
Industry Packages
Start with a verified industry lifecycle, then scope capacity, services, integrations, migration, support, and governance separately.
Industry Packages
Published industry content explains the operating lifecycle, approved package price, profile structure, and the services that remain separately scoped.
Insurance Solo — $299/month; Insurance Team — $499/month; Insurance Enterprise — Custom proposal. Lead, insured, quote, application, policy, carrier, producer, renewal, claim, service, document, and reporting operations.
Solo Operator — $299/month; Small Legal Team — $799/month; Large Firm / Legal Group — Custom proposal. Client intake, matters, documents, deadlines, communications, time and billing visibility, reporting, and governed AI assistance.
Independent Brokerage — Request Proposal; Brokerage Team — Request Proposal; Enterprise Brokerage Group — Custom proposal. Confidential listings, buyer qualification, NDA controls, matching, diligence, deal progression, closing, and post-close follow-up.
Discovery-first lead, estimate, project, field, approval, invoicing, and customer communication scopes.
A bounded discovery process for service, project, transaction, membership, and multi-location operations.
Verify users, roles, locations, data, capacity, systems of record, integrations, support, and acceptance criteria.
Platform, Managed Support, third-party services, implementation, migration, integrations, and project work remain distinct.
Customer-specific names, records, contracts, discounts, setup fees, and operating details are not published.
Construction and other-industry configurations begin with discovery.
Every proposal records the applicable profile version and commercial boundaries.
AI Receptionist
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