unLocked CRM - AI quoting, native e-apps, automated commission tracking, bu

unLocked is an AI CRM for insurance agents, agencies, and IMOs selling life, health, Medicare, and annuities. Contacts, calling, texting, email, quoting, and follow-ups all live in one place. Tell unLocked AI what you need done, and it does it. You can also connect unLocked to ChatGPT, Claude, Grok, or Muse through our MCP server and open API, so you can run your business from whichever AI tool you already use.

unLocked CRM is a strong fit if you are one of: • teams adopting AI-powered workflows and automation • SaaS founders and subscription-based businesses If that does not sound like you, skim the features and site before committing time.

unLocked CRM is built around this outcome: AI quoting, native e-apps, automated commission tracking, built-in compliance, and a CRM that actually does things for you. Use the site demo or docs to confirm it matches the bottleneck you are trying to remove.

unLocked CRM includes: • Run the CRM by asking – Tell unLocked AI to pull a list, send a campaign, build a pipeline, or follow up with a lead, and it does it. • Calling, texting, and email built in – Local numbers, three-way calling, call recording, and two-way SMS and email from every contact record. • Quoting for life, Medicare, and ACA – Run quotes inside the CRM and attach them to the client without switching tools. • Medicare SOA and appointment packets – Generate, send, and collect e-signatures on SOAs and face-to-face packets. • Built for agencies and IMOs – Downline hierarchy, team seats, access levels, and shared or private records per agent. • Works with ChatGPT, Claude, Grok, and Muse – Connect through our MCP server or open API and run your business from the AI tool you already use.

unLocked CRM offers a free plan plus paid tiers. See the website for current pricing. Check the official site before you buy so you see current plans, trials, and limits. Most freemium tools let you validate the workflow before upgrading — check what the free tier unlocks for your use case.

unLocked CRM offers a free plan plus paid tiers. See the website for current pricing. Check the official site before you buy so you see current plans, trials, and limits.

unLocked CRM uses AI as part of its workflow. Before relying on it for customer-facing or confidential work, confirm what data is sent to models, whether outputs are editable, and how you can review results.

It promises: AI quoting, native e-apps, automated commission tracking, built-in compliance, and a CRM that actually does things for you. Worth trying if that problem is painful for you this week; skip it if you only need a one-off workaround you already have.

Open the official unLocked CRM website from this page, run the smallest real task you care about (not a toy demo), and decide in one session whether it removes friction. Check pricing and data/privacy terms before you put production work into it.