unLocked CRM
Use unLocked through Claude, ChatGPT, Grok, or Muse.
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Description
Use unLocked through Claude, ChatGPT, Grok, or Muse. Complete approved insurance CRM work while unLocked remains your system of record.
About unLocked CRM
What is unLocked CRM?
unLocked CRM is an insurance customer relationship and agency management platform featuring carrier quoting, commission tracking, and compliance tools.
What unLocked CRM does
The platform operates through Claude, ChatGPT, Grok, or Muse while remaining an insurance system of record. 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 across eight product lines.
Who unLocked CRM is for
Insurance agents, independent brokerage agencies, IMOs, and FMOs managing health, life, Medicare, and annuity product lines.
How unLocked CRM works
Agencies use unLocked as an agency management system with AI outbound calling and an inbound AI receptionist. Users run hands-free voice control of the CRM, automated commission reconciliation, renewal and lapse monitoring, NIPR license sync, and CMS and SOA compliance enforcement.
Key features
- Integrates carrier quoting across 1,252 carrier integrations for life, health, and Medicare.
- Automates commission tracking and reconciliation using 332 direct carrier feeds.
- Provides an inbound AI receptionist and outbound calling and texting capabilities.
- Provides NIPR license sync and automated CMS and SOA compliance enforcement.
- Connects with Claude, ChatGPT, Grok, and Muse as an approved external system of record.
- Is HIPAA compliant, signs BAAs, and provides 100% US-based customer support.
Pricing
As listed on unlockedcrm.ai, checked 15 October 2026. Prices can change; see the site for current terms.
- Core plan is $69 per user per month.
- Pro plan is $149 per user per month.
- Max plan is $247 per user per month billed monthly or $197 on annual billing.
- Custom pricing is available for large agencies alongside a 14-day free trial.
Facts from unlockedcrm.ai, checked 15 October 2026
- Founded in 2025 by Jacob Lock as an insurance-specific agency management platform.
- Integrates with 1,252 carrier systems and 332 commission feeds across eight product lines.
- Provides a 14-day free trial across all user plans.
Written from unLocked CRM's own website (Homepage, Pricing, About). The maker can claim this listing to edit it.
Categories
Frequently asked questions
What is unLocked CRM?
unLocked CRM is an insurance agency management system combining AI quoting, commission tracking, and automated calling.
Which AI assistants connect with unLocked CRM?
Users can interact with unLocked CRM through Claude, ChatGPT, Grok, or Muse while maintaining it as the system of record.
Which insurance product lines does unLocked CRM cover?
The platform covers eight product lines: life, annuity, Medicare Advantage, Medigap, ACA, private health, hospital indemnity, and dental/vision/hearing.
Is unLocked CRM HIPAA compliant?
Yes. unLocked CRM LLC is HIPAA compliant, signs BAAs, and is in the process of becoming SOC 2 Type II certified.