Published monthly platform packages · services remain separate

Insurance Command

The agency lifecycle in one operating environment.

Connect leads, insureds, quotes, applications, policies, carriers, producers, renewals, claims, documents, tasks, communications, and reporting.

Insurance Command

Follow the relationship from first inquiry through service and renewal.

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.

Lead and intake

Capture the source, need, responsible producer, follow-up, documents, and consent required to begin.

Quote and application

Track markets, carriers, applications, documents, status, and accountable producer activity.

Policy record

Keep policy context, documents, ownership, communication, and current service state together.

Service activity

Route requests, changes, tasks, correspondence, approvals, and exceptions through a visible queue.

Renewal and claim paths

Prepare renewal work and coordinate claim activity without treating software guidance as a coverage decision.

Governance

Apply tenant isolation, role-based access, audit history, retention, backup, and controlled integrations.

Complete agency lifecycle

01

Inquiry and lead qualification.

02

Client and insured intake with consent and document collection.

03

Quote, market, carrier, and application coordination.

04

Policy issuance, ongoing service, tasks, and communications.

05

Renewal preparation, claim activity, reporting, and accountable follow-through.

Insurance Command is the platform profile—not every surrounding service.

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.

M

Muzo

AI Receptionist

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