Lead and intake
Capture the source, need, responsible producer, follow-up, documents, and consent required to begin.
Insurance Command
Connect leads, insureds, quotes, applications, policies, carriers, producers, renewals, claims, documents, tasks, communications, and reporting.
Insurance Command
Insurance Command keeps the client, insured, producer, carrier, quote, policy, service, renewal, and claim context connected while respecting permissions and system-of-record decisions. Insurance Solo — $299/month; Insurance Team — $499/month; Insurance Enterprise — Custom proposal.
Capture the source, need, responsible producer, follow-up, documents, and consent required to begin.
Track markets, carriers, applications, documents, status, and accountable producer activity.
Keep policy context, documents, ownership, communication, and current service state together.
Route requests, changes, tasks, correspondence, approvals, and exceptions through a visible queue.
Prepare renewal work and coordinate claim activity without treating software guidance as a coverage decision.
Apply tenant isolation, role-based access, audit history, retention, backup, and controlled integrations.
Inquiry and lead qualification.
Client and insured intake with consent and document collection.
Quote, market, carrier, and application coordination.
Policy issuance, ongoing service, tasks, and communications.
Renewal preparation, claim activity, reporting, and accountable follow-through.
Insurance Solo — $299/month; Insurance Team — $499/month; Insurance Enterprise — Custom proposal
Managed Support, implementation, migration, integrations, training, and third-party licenses are separate.
Agency-management, carrier, rating, accounting, and record-retention responsibilities require a documented system-of-record decision.
Muzopilot does not make coverage decisions or provide insurance advice.
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