How My AI-Powered CRM is Helping Generate Insurance Sales
Automating the follow-up, booking more calls, and closing more policies — without working 10x harder.
Most agents are stuck in the grind:
❌ Chasing leads manually
❌ Forgetting to follow up
❌ Spending hours just trying to stay organized
That used to be me.
Until I built a system that now handles 90% of the busywork — and lets me focus on the only thing that matters: closing deals.
Here’s how my AI-powered CRM is helping me generate more insurance sales (without burning out). 👇
🔁 Step 1: Follow-Ups Happen Automatically
Leads used to fall through the cracks.
Now, every new lead gets:
An instant personalized text
A branded email
A voicemail drop (that sounds like I personally called)
No more “Hey, just checking in…” messages.
Everything is already scheduled and done for me.
The result?
More booked appointments.
Less chasing.
Way more sales.
🧠 Step 2: AI Transcribes & Summarizes Every Call
I don’t take notes anymore.
Every call is recorded, transcribed, and stored in the CRM.
Key points are highlighted. Follow-up tasks are generated.
This means:
I always know what was said
I follow up with better context
Nothing gets missed, even weeks later
It’s like having a personal assistant sitting in on every call.
📊 Step 3: My Pipeline Tells Me Exactly What to Do Next
I don’t guess anymore.
I can open unLocked CRM and see:
➡️ Who’s ready for a quote
➡️ Who’s waiting on a call
➡️ Who I haven’t followed up with yet
I built the pipeline stages for how we actually sell — not how some software company thinks we do.
The clarity = more policies issued, faster.
💬 Step 4: It Feels Personal (Even Though It’s Automated)
This isn’t spammy automation.
Everything that goes out feels like a real message from me — because it is. I just wrote it once and let the system handle the rest.
Text. Email. Voicemail.
Multi-channel follow-up without sounding like a robot.
And when someone replies? I pick it up from there.
🔒 Step 5: It’s All Built for Agents — By One
Most CRMs were built by tech bros.
They’ve never sold a policy in their life.
This one? I built it because I needed it.
Now hundreds of agents are using it to save time, stay organized, and close more deals.
If you’re still stuck doing all the follow-up manually…
...or trying to force another CRM to “kind of” work…
Maybe it’s time for a system built for you.👇
Book a quick walkthrough of unLocked CRM
No pressure — just want to show you how it works.