PageSourceSearch

https://unlockedcrm.ai/blog

html unlockedcrm.ai collected 2026-10-05 14:14:58 UTC 29,220 bytes, 410 lines download raw bytes

1<!doctype html>
2<html lang="en" prefix="og: https://ogp.me/ns#">
3  <head>
4    <meta charset="UTF-8" />
5    <meta name="viewport" content="width=device-width, initial-scale=1.0" />
6    <meta name="google-site-verification" content="yuuFgopqLlOvrhyodCI6MuZ0U0V1x3wpedLRnN5KppQ" />
7    <!-- Consolidate the www hostname onto the canonical apex domain. Static hosting
8         cannot issue a 301 here, so browsers are moved client-side while the
9         canonical tag on every route keeps crawlers on the non-www URL. -->
10    
10<script>
11      (function () {
12        var h = window.location.hostname;
13        if (h === "www.unlockedcrm.ai") {
14          window.location.replace(
15            "https://unlockedcrm.ai" + window.location.pathname + window.location.search + window.location.hash
16          );
17        }
18      })();
19    </script>
19
20    <!-- Preconnect to Google Fonts for faster font loading -->
21    <link rel="preconnect" href="https://fonts.googleapis.com" />
22    <link rel="preconnect" href="https://fonts.gstatic.com" crossorigin />
23    <!-- Inline Plus Jakarta Sans variable font definitions so the H1 can paint with font-display: swap immediately -->
24    <style>
25      @font-face {
26        font-family: 'Plus Jakarta Sans';
27        font-style: normal;
28        font-weight: 400 800;
29        font-display: swap;
30        src: url(https://fonts.gstatic.com/s/plusjakartasans/v12/LDIoaomQNQcsA88c7O9yZ4KMCoOg4Ko20yw.woff2) format('woff2');
31        unicode-range: U+0000-00FF, U+0131, U+0152-0153, U+02BB-02BC, U+02C6, U+02DA, U+02DC, U+0304, U+0308, U+0329, U+2000-206F, U+20AC, U+2122, U+2191, U+2193, U+2212, U+2215, U+FEFF, U+FFFD;
32      }
33      @font-face {
34        font-family: 'Plus Jakarta Sans';
35        font-style: normal;
36        font-weight: 400 800;
37        font-display: swap;
38        src: url(https://fonts.gstatic.com/s/plusjakartasans/v12/LDIoaomQNQcsA88c7O9yZ4KMCoOg4Ko40yyygA.woff2) format('woff2');
39        unicode-range: U+0100-02BA, U+02BD-02C5, U+02C7-02CC, U+02CE-02D7, U+02DD-02FF, U+0304, U+0308, U+0329, U+1D00-1DBF, U+1E00-1E9F, U+1EF2-1EFF, U+2020, U+20A0-20AB, U+20AD-20C0, U+2113, U+2C60-2C7F, U+A720-A7FF;
40      }
41    </style>
42    <!-- Preload the critical latin variable font file used by the H1 so it paints earlier -->
43    <link rel="preload" as="font" type="font/woff2" crossorigin fetchpriority="high" href="https://fonts.gstatic.com/s/plusjakartasans/v12/LDIoaomQNQcsA88c7O9yZ4KMCoOg4Ko20yw.woff2" />
44    <!-- Full Google Fonts stylesheet (non-render-blocking) for remaining unicode ranges and fallback -->
45    <link rel="stylesheet" href="https://fonts.googleapis.com/css2?family=Plus+Jakarta+Sans:wght@400;500;600;700;800&display=swap" media="print" onload="this.media='all'" />
46    <noscript>
47      <link rel="stylesheet" href="https://fonts.googleapis.com/css2?family=Plus+Jakarta+Sans:wght@400;500;600;700;800&display=swap" />
48    </noscript>
49    <title>Insurance CRM Blog</title>
50    <link rel="alternate" type="text/markdown" href="https://unlockedcrm.ai/blog.md" title="Markdown version" />
51    <link rel="canonical" href="https://unlockedcrm.ai/blog" />
52    <meta name="description" content="Insurance industry tips, CRM strategies, and AI insights for independent agents and agencies." />
53    <meta name="author" content="unLocked CRM" />
54    <meta name="keywords" content="insurance CRM, AI quoting, commission tracking, insurance agents, carrier integrations, policy management, insurance automation, insurance agent software, AI CRM, life insurance software, annuity CRM, Medicare quoting">
55    <!-- Canonical is set per-route via react-helmet-async (see src/components/SEO.tsx) to avoid duplicate signals across routes -->
56
57    <!-- AI / LLM Discovery -->
58    <meta name="ai.summary" content="unLocked CRM is one platform for insurance agents from lead to commission, and you can work in it any way you prefer — the CRM, unLocked AI, or connected AI tools. On Pro and Max, teams can use it through Claude, ChatGPT, Grok, Grok Bots, and Muse AI while unLocked remains the permission-controlled system of record. Customer data is never used to train AI." />
59    <meta name="ai.entity_type" content="SoftwareApplication" />
60    <meta name="ai.industry" content="Insurance Technology (InsurTech)" />
61    <meta name="ai.audience" content="Independent Insurance Agents, Insurance Agencies, IMOs, FMOs, Recruiters" />
62    <link rel="ai-info" href="/llms.txt" type="text/plain" />
63    <link rel="service-desc" href="/openapi.json" type="application/json" />
64    <link rel="describedby" href="/.well-known/openapi.json" type="application/json" title="OpenAPI 3.1 specification" />
65    <link rel="alternate" href="/openapi.yaml" type="application/yaml" title="OpenAPI 3.1 specification (YAML)" />
66    <link rel="alternate" href="/.well-known/tools.json" type="application/json" title="LLM function-calling tool manifest" />
67    <link rel="alternate" href="/api/openapi.json" type="application/json" title="OpenAPI 3.1 specification (public subset)" />
68    <link rel="service-doc" href="/api.md" type="text/markdown" />
69    <link rel="ai-info" href="/llm.txt" type="text/plain" />
70    <link rel="ai-data" href="/ai-data.json" type="application/json" />
71    <link rel="alternate" type="application/rss+xml" title="unLocked CRM Blog" href="/blog.xml" />
72    <link rel="alternate" type="application/rss+xml" title="unLocked CRM Changelog" href="/changelog.xml" />
73
74    <!-- Open Graph / Social Preview (fallback for non-JS crawlers;
74 per-route overrides via react-helmet-async) -->
75    <meta property="og:type" content="website" />
76    <meta property="og:title" content="Insurance CRM Blog" />
77    <meta property="og:description" content="Insurance industry tips, CRM strategies, and AI insights for independent agents and agencies." />
78    <!-- og:url intentionally omitted here — set per-route by react-helmet-async (SEO.tsx) so every page self-references and Bing doesn't dedupe every URL to the homepage canonical. A fallback is injected below for non-JS crawlers using the requested URL. -->
79    
79<script>
80      (function () {
81        try {
82          var href = window.location.origin + window.location.pathname;
83          var link = document.createElement('link');
84          link.setAttribute('rel', 'canonical');
85          link.setAttribute('href', href);
86          link.setAttribute('data-default-canonical', 'true');
87          document.head.appendChild(link);
88          var og = document.createElement('meta');
89          og.setAttribute('property', 'og:url');
90          og.setAttribute('content', href);
91          og.setAttribute('data-default-ogurl', 'true');
92          document.head.appendChild(og);
93
94          // Once Helmet (or any per-route code) adds its own canonical/og:url, remove the fallback
95          // so Bing does not flag "More than one canonical tag".
96          var obs = new MutationObserver(function () {
97            var canonicals = document.head.querySelectorAll('link[rel="canonical"]');
98            if (canonicals.length > 1) {
99              canonicals.forEach(function (el) { if (el.hasAttribute('data-default-canonical')) el.remove(); });
100            }
101            var ogurls = document.head.querySelectorAll('meta[property="og:url"]');
102            if (ogurls.length > 1) {
103              ogurls.forEach(function (el) { if (el.hasAttribute('data-default-ogurl')) el.remove(); });
104            }
105          });
106          obs.observe(document.head, { childList: true, subtree: false });
107        } catch (e) {}
108      })();
109    </script>
109
110
111    <meta name="twitter:title" content="Insurance CRM Blog" />
112    <meta name="twitter:description" content="Insurance industry tips, CRM strategies, and AI insights for independent agents and agencies." />
113    <meta property="og:site_name" content="unLocked CRM" />
114    <meta property="og:locale" content="en_US" />
115    <meta property="og:image" content="https://unlockedcrm.ai/og-social-share.png" />
116    <meta property="og:image:width" content="1200" />
117    <meta property="og:image:height" content="630" />
118
119    <meta name="twitter:card" content="summary_large_image" />
120    <meta name="twitter:site" content="@unlockedcrm" />
121    <meta name="twitter:image" content="https://unlockedcrm.ai/og-social-share.png" />
122
123    <!-- Structured Data - Organization (Global Entity Definition) -->
124    
124<script type="application/ld+json">
125    {
126      "@context": "https://schema.org",
127      "@type": "Organization",
128      "@id": "https://unlockedcrm.ai/#organization",
129      "name": "unLocked CRM",
130      "legalName": "unLocked CRM LLC",
131      "alternateName": ["Unlocked CRM", "UnLocked CRM", "unlockedcrm", "unlockedcrm.ai", "unLocked CRM LLC", "Unlocked Insurance CRM"],
132      "brand": {
133        "@type": "Brand",
134        "name": "unLocked CRM",
135        "alternateName": ["Unlocked CRM", "unlockedcrm.ai"],
136        "url": "https://unlockedcrm.ai",
137        "logo": "https://unlockedcrm.ai/favicon.png"
138      },
139      "url": "https://unlockedcrm.ai",
140      "logo": {
141        "@type": "ImageObject",
142        "url": "https://unlockedcrm.ai/favicon.png",
143        "width": 512,
144        "height": 512
145      },
146      "image": "https://unlockedcrm.ai/og-social-share.png",
147      "description": "unLocked CRM is the interface-optional AI CRM for insurance agents. On Pro and Max, teams can use unLocked through Claude, ChatGPT, Grok, Grok Bots, and Muse AI while unLocked remains the permission-controlled system of record. Customer data is never used to train AI.",
148      "slogan": "CRM. AI. Quoting. Licensing. All In One Platform.",
149      "founder": {
150        "@type": "Person",
151        "name": "Jacob Lock",
152        "jobTitle": "Founder & CEO",
153        "url": "https://unlockedcrm.ai/founder",
154        "sameAs": ["https://www.linkedin.com/in/jacob-lock/"]
155      },
156      "foundingDate": "2025",
157      "telephone": "+1-877-761-4369",
158      "email": "[email protected]",
159      "address": {
160        "@type": "PostalAddress",
161        "addressCountry": "US"
162      },
163      "industry": "Insurance Technology",
164      "areaServed": "US",
165      "numberOfEmployees": {
166        "@type": "QuantitativeValue",
167        "value": "10"
168      },
169      "sameAs": [
170        "https://www.linkedin.com/company/unlocked-crm",
171        "https://x.com/unlockedcrm",
172        "https://www.youtube.com/@unLockedCRM",
173        "https://www.instagram.com/unlockedcrm/",
174        "https://www.facebook.com/profile.php?id=61574189932614",
175        "https://www.tiktok.com/@unlockedcrm",
176        "https://jakelock.substack.com",
177        "https://www.crunchbase.com/organization/unlocked-financial"
178      ],
179      "contactPoint": [
180        {
181          "@type": "ContactPoint",
182          "contactType": "sales",
183          "email": "[email protected]",
184          "availableLanguage": "English"
185        },
186        {
187          "@type": "ContactPoint",
188          "contactType": "customer support",
189          "email": "[email protected]",
190          "availableLanguage": "English"
191        }
192      ],
193      "knowsAbout": [
194        "Insurance CRM",
195        "AI quoting",
196        "Commission tracking",
197        "Insurance agents",
198        "Carrier integrations",
199        "Policy management",
200        "Insurance automation",
201        "Insurance agent software",
202        "Life insurance quoting",
203        "Annuity quoting",
204        "Medicare Advantage",
205        "Medicare Supplement",
206        "ACA marketplace",
207        "Insurance compliance",
208        "Agent recruiting",
209        "Autonomous CRM",
210        "AI assistants for insurance CRM",
211        "Self-driving CRM",
212        "AI CRM for insurance agents",
213        "ChatGPT insurance CRM integration",
214        "Claude insurance CRM integration",
215        "Grok insurance CRM integration",
216        "Grok Bots insurance CRM integration",
217        "Muse AI insurance CRM integration",
218        "Insurance lead management",
219        "Insurance pipeline management",
220        "Insurance underwriting tools",
221        "Insurance commission reconciliation",
222        "CMS compliance",
223        "NIPR license management",
224        "Insurance voice AI",
225        "Insurance chatbot",
226        "InsurTech",
227        "Alternative to AgencyBloc",
228        "Alternative to RadiusBob",
229        "Alternative to GoHighLevel",
230        "Alternative to InsuredMine",
231        "Alternative to Applied Systems",
232        "Alternative to EZLynx",
233        "Alternative to Salesforce for insurance",
234        "Alternative to HubSpot for insurance"
235      ]
236    }
237    </script>
237
238
239    <!-- Structured Data - WebSite (Search Action for AI) -->
240    
240<script type="application/ld+json">
241    {
242      "@context": "https://schema.org",
243      "@type": "WebSite",
244      "@id": "https://unlockedcrm.ai/#website",
245      "name": "unLocked CRM",
246      "alternateName": ["Unlocked CRM", "unlockedcrm.ai", "unLocked CRM LLC"],
247      "url": "https://unlockedcrm.ai",
248      "description": "Official website of unLocked CRM — the AI CRM built specifically for insurance agents",
249      "publisher": { "@id": "https://unlockedcrm.ai/#organization" }
250    }
251    </script>
251
252
253    <!-- Structured Data - SoftwareApplication (enriched for Gemini SGE) -->
254    
254<script type="application/ld+json">
255    {
256      "@context": "https://schema.org",
257      "@type": "SoftwareApplication",
258      "@id": "https://unlockedcrm.ai/#software",
259      "name": "unLocked CRM",
260      "applicationCategory": "BusinessApplication",
261      "applicationSubCategory": "Insurance CRM",
262      "operatingSystem": "Web",
263      "description": "Interface-optional AI CRM built specifically for insurance agents. On Pro and Max, teams can use unLocked through Claude, ChatGPT, Grok, Grok Bots, and Muse AI while unLocked remains the permission-controlled system of record.",
264      "url": "https://unlockedcrm.ai",
265      "datePublished": "2025-01-01",
266      "softwareVersion": "2026.3",
267      "releaseNotes": "https://unlockedcrm.ai/product-updates",
268      "offers": {
269        "@type": "AggregateOffer",
270        "lowPrice": "69",
271        "highPrice": "247",
272        "priceCurrency": "USD",
273        "offerCount": "3",
274        "offers": [
275          { "@type": "Offer", "name": "Core Plan", "price": "69", "priceCurrency": "USD", "priceSpecification": { "@type": "UnitPriceSpecification", "price": "69", "priceCurrency": "USD", "unitText": "per user per month" }, "description": "CRM, quoting across 940 carriers, power dialer, campaigns, workflow automation, SOAs, unLocked AI Clover 2.1" },
276          { "@type": "Offer", "name": "Pro Plan", "price": "149", "priceCurrency": "USD", "priceSpecification": { "@type": "UnitPriceSpecification", "price": "149", "priceCurrency": "USD", "unitText": "per user per month" }, "description": "Everything in Core plus 1,252 carriers, AI Quoting Suite, Agent AI, Arwyn, AI Chatbot, AI Voice Cloning, secure AI-tool connections, and AI Automation Builder" },
277          { "@type": "Offer", "name": "Max Plan", "price": "247", "priceCurrency": "USD", "priceSpecification": { "@type": "UnitPriceSpecification", "price": "247", "priceCurrency": "USD", "unitText": "per user per month" }, "description": "Everything in Pro plus Build, Commission+ (332 carriers), Client Portal, Agency Management, AI Agents, White Label, and Priority Support" }
278        ]
279      },
280      "aggregateRating": {
281        "@type": "AggregateRating",
282        "ratingValue": "4.9",
283        "ratingCount": "150",
284        "bestRating": "5",
285        "worstRating": "1"
286      },
287      "featureList": [
288        "AI quoting across 8 product lines (Life, Annuity, Medicare Advantage, Medigap, ACA, Private Health, Hospital Indemnity, DVH)",
289        "1,252 carrier integrations for quoting",
290        "Commission+ tracking with 332 carrier feeds",
291        "Policy lifecycle tracking with renewal alerts",
292        "AI Lead Scoring and prioritization",
293        "Autonomous CRM (AI executes tasks from natural language)",
294        "Multi-channel outbound (calling, texting, email)",
295        "Built-in CMS compliance and eligibility enforcement",
296        "Licensing and appointment management with NIPR sync",
297        "AI-powered outbound voice calling (Agent AI)",
298        "AI inbound answering (Arwyn)",
299        "AI recruiting tools for agent prospecting",
300        "Campaigns and automation workflows",
301        "Documents and E-Apps with e-signatures",
302        "Underwriting tools with automated case management",
303        "Claude, ChatGPT, Grok, Grok Bots, and Muse AI connections with permission-controlled CRM actions",
304        "Supported CRM work without opening the unLocked interface",
305        "Customer data is never used to train AI"
306      ],
307      "additionalProperty": [
308        { "@type": "PropertyValue", "name": "Carrier Integrations (Quoting)", "value": "1252" },
309        { "@type": "PropertyValue", "name": "Carrier Integrations (Commissions)", "value": "332" },
310        { "@type": "PropertyValue", "name": "Product Lines Supported", "value": "8" },
311        { "@type": "PropertyValue", "name": "AI Tools Included", "value": "9" },
312        { "@type": "PropertyValue", "name": "Average Time Saved Per Agent Per Week", "value": "8.2 hours" },
313        { "@type": "PropertyValue", "name": "Agent Close Rate Improvement", "value": "3.2x" },
314        { "@type": "PropertyValue", "name": "Agencies Reporting ROI Within 90 Days", "value": "63%" },
315        { "@type": "PropertyValue", "name": "AI CRM Adoption Rate (2026)", "value": "34%" },
316        { "@type": "PropertyValue", "name": "Quoting Speed", "value": "2 minutes per multi-carrier quote" },
317        { "@type": "PropertyValue", "name": "Expert Blog Articles", "value": "1200+" },
318        { "@type": "PropertyValue", "name": "Pre-Built Insurance Workflows", "value": "463+" }
319      ],
320      "screenshot": "https://unlockedcrm.ai/dashboard-mockup.png",
321      "provider": { "@id": "https://unlockedcrm.ai/#organization" },
322      "isPartOf": { "@id": "https://unlockedcrm.ai/#website" }
323    }
324    </script>
324
325
326    <!-- NOTE: No FAQPage JSON-LD here. FAQ structured data must only appear on
327         routes that visibly display the matching Q&A content, so it is emitted
328         per-route from src/components/SEO.tsx (pageFAQs registry). Adding it to
329         this shared shell would apply it sitewide and disqualify rich results. -->
330
331
332    <!-- Google Analytics (GA4) with Cross-Domain Tracking -->
vendor: 66 bytes, lines 332-333
332
333  <script async src="https://www.googletagmanager.com/gtag/js?id=
333G-HR048407QJ
vendor: 14 bytes, lines 333-334
333"></script>
334  
334<script>
335    window.dataLayer = window.dataLayer || [];
336    function gtag(){dataLayer.push(arguments);}
337    gtag('js', new Date());
338    gtag('config', 'G-HR048407QJ', {
339      linker: {
340        domains: ['app.unlockedcrm.ai', 'www.unlockedcrm.ai'],
341        accept_incoming: true
342      },
343      send_page_view: false
344    });
345  </script>
345
346
347  <link rel="icon" type="image/png" sizes="32x32" href="/favicon.png" />
348  <link rel="icon" type="image/png" sizes="192x192" href="/favicon.png" />
349  <link rel="icon" type="image/x-icon" href="/favicon.ico" />
350  <link rel="shortcut icon" type="image/x-icon" href="/favicon.ico" />
351  <link rel="apple-touch-icon" sizes="180x180" href="/favicon.png" />
352  <link rel="manifest" href="/manifest.json" />
353  <link rel="sitemap" type="application/xml" title="Sitemap" href="/sitemap.xml" />
354  <!-- Bing Webmaster Tools - IndexNow verification -->
355  <meta name="msvalidate.01" content="REPLACE_WITH_BING_VERIFICATION_CODE" />
356  
356<script type="module" crossorigin src="/assets/index-B4yPwh20.js"></script>
356
357  <link rel="stylesheet" crossorigin href="/assets/index-C7iFrwUt.css">
358    <meta property="og:url" content="https://unlockedcrm.ai/blog" />
359  
359<script defer src="/~flock.js" data-proxy-url="/~api/analytics"></script>
359</head>
360
361  <body>
362    <div id="prerender-shell" style="position:absolute;width:1px;height:1px;padding:0;margin:-1px;overflow:hidden;clip:rect(0,0,0,0);white-space:nowrap;border:0;"><main><h1>Insurance CRM Blog</h1><p>Insurance industry tips, CRM strategies, and AI insights for independent agents and agencies.</p><p>unLocked CRM is an AI-powered insurance CRM built specifically for insurance agents, agencies, IMOs, and FMOs. It combines AI quoting across 1,252 carrier integrations, commission tracking from 332 carrier feeds, AI calling and texting, policy and licensing management, and compliance automation in a single platform from $69 per user per month. Plans are billed per user — Core $69, Pro $149, and Max $247 per user per month ($197 on annual billing), with custom pricing for large agencies and a 14-day free trial.</p><p>The platform covers eight product lines: life, annuity, Medicare Advantage, Medigap, ACA, private health, hospital indemnity, and dental/vision/hearing. Agencies use it as a modern agency management system in place of legacy AMS platforms, with AI outbound calling, an inbound AI receptionist, hands-free voice control of the CRM, automated commission reconciliation, renewal and lapse monitoring, NIPR license sync, and CMS/SOA compliance enforcement. unLocked CRM LLC was founded in 2025 by Jacob Lock, is HIPAA compliant, signs BAAs, and is in the process of becoming SOC 2 Type II certified. Support is 100% US-based: [email protected], (877) 761-4369.</p><p>Machine-readable resources: <a href="/llms.txt">llms.txt</a>, <a href="/llms-full.txt">llms-full.txt</a>, <a href="/openapi.json">OpenAPI specification</a>, <a href="/api.md">API documentation</a>, <a href="/.well-known/agent-instructions.md">agent instructions</a>, <a href="/sitemap.xml">sitemap</a>. Every page has a markdown twin at the same path with a <code>.md</code> suffix.</p><nav aria-label="Site"><ul><li><a href="/product-overview">Product overview</a></li><li><a href="/ai-quoting-suite">AI Quoting Suite</a></li><li><a href="/carrier-integrations">Carrier integrations (1,252)</a></li><li><a href="/commissions-tracking">Commission+ tracking (332 carrier feeds)</a></li><li><a href="/policies-policy-tracking">Policy management</a></li><li><a href="/licensing-appointments">Licensing & appointments</a></li><li><a href="/unlocked-agent-ai">Agent AI (outbound voice)</a></li><li><a href="/arwyn">Arwyn (inbound AI receptionist)</a></li><li><a href="/voice-os">Voice OS</a></li><li><a href="/agency-plan">Pricing</a></li><li><a href="/vs">Comparisons</a></li><li><a href="/blog">Blog</a></li><li><a href="/about">About</a></li><li><a href="/contact">Contact</a></li><li><a href="/api">API</a></li></ul></nav></main><footer><p>unLocked CRM LLC — AI CRM for insurance agents. <a href="/contact">Contact</a> · <a href="/privacy-policy">Privacy</a> · <a href="/terms-of-service">Terms</a> · [email protected] · (877) 761-4369</p></footer></div>
362<script>(function(){var t=0,i=setInterval(function(){var s=document.getElementById('prerender-shell');if(!s){clearInterval(i);return;}t+=100;if(t>30000||document.querySelector('#root h1,#root article,#root main')){s.remove();clearInterval(i);}},100);})();</script>
362<div id="root"></div>
363    <noscript><header><h2>Insurance CRM Blog</h2><p>Insurance industry tips, CRM strategies, and AI insights for independent agents and agencies.</p><p>unLocked CRM is an AI-powered insurance CRM built specifically for insurance agents, agencies, IMOs, and FMOs. It combines AI quoting across 1,252 carrier integrations, commission tracking from 332 carrier feeds, AI calling and texting, policy and licensing management, and compliance automation in a single platform from $69 per user per month. Plans are billed per user — Core $69, Pro $149, and Max $247 per user per month ($197 on annual billing), with custom pricing for large agencies and a 14-day free trial.</p><p>The platform covers eight product lines: life, annuity, Medicare Advantage, Medigap, ACA, private health, hospital indemnity, and dental/vision/hearing. Agencies use it as a modern agency management system in place of legacy AMS platforms, with AI outbound calling, an inbound AI receptionist, hands-free voice control of the CRM, automated commission reconciliation, renewal and lapse monitoring, NIPR license sync, and CMS/SOA compliance enforcement. unLocked CRM LLC was founded in 2025 by Jacob Lock, is HIPAA compliant, signs BAAs, and is in the process of becoming SOC 2 Type II certified. Support is 100% US-based: [email protected], (877) 761-4369.</p><p>Machine-readable resources: <a href="/llms.txt">llms.txt</a>, <a href="/llms-full.txt">llms-full.txt</a>, <a href="/openapi.json">OpenAPI specification</a>, <a href="/api.md">API documentation</a>, <a href="/.well-known/agent-instructions.md">agent instructions</a>, <a href="/sitemap.xml">sitemap</a>. Every page has a markdown twin at the same path with a <code>.md</code> suffix.</p><nav aria-label="Site"><ul><li><a href="/product-overview">Product overview</a></li><li><a href="/ai-quoting-suite">AI Quoting Suite</a></li><li><a href="/carrier-integrations">Carrier integrations (1,252)</a></li><li><a href="/commissions-tracking">Commission+ tracking (332 carrier feeds)</a></li><li><a href="/policies-policy-tracking">Policy management</a></li><li><a href="/licensing-appointments">Licensing & appointments</a></li><li><a href="/unlocked-agent-ai">Agent AI (outbound voice)</a></li><li><a href="/arwyn">Arwyn (inbound AI receptionist)</a></li><li><a href="/voice-os">Voice OS</a></li><li><a href="/agency-plan">Pricing</a></li><li><a href="/vs">Comparisons</a></li><li><a href="/blog">Blog</a></li><li><a href="/about">About</a></li><li><a href="/contact">Contact</a></li><li><a href="/api">API</a></li></ul></nav><footer><p>unLocked CRM LLC — AI CRM for insurance agents. <a href="/contact">Contact</a> · <a href="/privacy-policy">Privacy</a> · <a href="/terms-of-service">Terms</a> · [email protected] · (877) 761-4369</p></footer></header>
364      <nav aria-label="Primary">
365        <ul>
366          <li><a href="/insurance-crm">Insurance CRM</a></li>
367          <li><a href="/product-overview">Product Overview</a></li>
368          <li><a href="/autonomous-crm">Autonomous CRM</a></li>
369          <li><a href="/ai-quoting-suite">AI Quoting Suite</a></li>
370          <li><a href="/unlocked-ai-overview">unLocked AI</a></li>
371          <li><a href="/voice-os">Voice OS</a></li>
372          <li><a href="/arwyn">Arwyn (AI Receptionist)</a></li>
373          <li><a href="/unlocked-agent-ai">Agent AI (Outbound)</a></li>
374          <li><a href="/commissions-tracking">Commission+ Tracking</a></li>
375          <li><a href="/policies-policy-tracking">Policy Management</a></li>
376          <li><a href="/licensing-appointments">Licensing &amp; Appointments</a></li>
377          <li><a href="/carrier-integrations">Carrier Integrations (1,252)</a></li>
378          <li><a href="/quoting-engines">Quoting Engines</a></li>
379          <li><a href="/life-insurance-quoting">Life Insurance Quoting</a></li>
380          <li><a href="/annuity-quoting">Annuity Quoting</a></li>
381          <li><a href="/medicare-advantage">Medicare Advantage</a></li>
382          <li><a href="/medicare-supplement">Medicare Supplement</a></li>
383          <li><a href="/aca-marketplace">ACA Marketplace</a></li>
384          <li><a href="/agency-plan">Pricing (from $69/user/mo)</a></li>
385          <li><a href="/pricing-comparison">Pricing</a></li>
386          <li><a href="/blog">Insurance CRM Blog</a></li>
387          <li><a href="/blog-es">Blog en Español</a></li>
388          <li><a href="/multi-language">Multi-Language Support</a></li>
389          <li><a href="/reviews">Reviews</a></li>
390          <li><a href="/about">About</a></li>
391          <li><a href="/founder">Founder — Jacob Lock</a></li>
392          <li><a href="/contact">Contact</a></li>
393          <li><a href="/demo">Book a Demo</a></li>
394        </ul>
395      </nav>
396      <section>
397        <h2>About unLocked CRM</h2>
398        <p>unLocked CRM is the first fully autonomous, AI-powered customer relationship management platform built exclusively for the insurance industry. The platform combines AI-driven quoting across 8 product lines (Life, Annuity, Medicare Advantage, Medicare Supplement, ACA, Private Health, Hospital Indemnity, DVH), automated commission reconciliation from 332 carrier feeds, full policy lifecycle tracking, NIPR-synced licensing compliance, and 9 specialized AI tools including Agent AI for outbound voice, Arwyn for inbound calls, AI Lead Scoring, AI Policy Analyzer, and an autonomous CRM that executes natural-language commands.</p>
399        <h2>Pricing</h2>
400        <ul>
401          <li>Core Plan — $69 per user/month: CRM, quoting across 8 product lines and 940 carriers, Power Dialer, campaigns, workflow automation, SOAs, unLocked AI Clover 2.1.</li>
402          <li>Pro Plan — $149 per user/month: Everything in Core plus 1,252 carriers, the AI Quoting Suite, Agent AI outbound calling, Arwyn inbou
402nd answering, AI Voice Cloning, and the AI Automation Builder.</li>
403        <li>Max Plan — $247 per user/month ($197 annual): Everything in Pro plus Build, Commission+ across 332 carriers, Client Portal, eApps, AI Agents, MCP Access, White Label, Priority Support. Custom pricing for large agencies.</li>
404        </ul>
405        <h2>Multi-Language Support</h2>
406        <p>Native Spanish (LATAM), French (Canada), and Portuguese (Brazil) UI, voice AI, and client portal. Bilingual SOAs and Power Dialer scripts for Medicare and Life agents.</p>
407      </section>
408    </noscript>
409  </body>
410</html>

Line numbers count LF bytes from the start of the resource, as the search results do. Vendor segments are library code the classifier recognised; they are stored but not indexed. Bytes are shown as Latin1 characters, one per byte.