Lead and intake
Capture the source, need, responsible producer, follow-up, documents, and consent required to begin.
Insurance Command
Centralize customer intake, communications, assignments, follow-ups, renewals, service requests, documents, website activity, and AI-assisted operations.
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 Command Core — $299/month; Insurance Command Team — $499/month.
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 Command Core — $299/month; Insurance Command Team — $499/month
Core includes one standard connected agency website. Managed Support, migration, custom integrations, advanced campaigns, training, and third-party licenses remain separately governed.
Agency-management, carrier, rating, accounting, and record-retention responsibilities require a documented system-of-record decision.
Comparative rating and provider connections are third-party dependent and are not represented as live until configured and verified.
Muzopilot does not calculate carrier rates, bind policies, make coverage decisions, or provide autonomous licensed insurance advice.
AI Receptionist
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