The All-in-One Platform Built for Insurance Agents
From first contact to final commission, manage the entire insurance customer journey in one place.
I think the problem with most insurance platforms is that it doesn’t solve the actual problem an insurance agent is facing.
For instance, if you want a marketing platform as an insurance agent, you sign up for GoHighLevel or some version of it.
However, the problem is that GHL was not built for insurance. How are you going to manage your book, track commissions, and quote people?
Then, on the flip side, if you sign up for an insurance-based CRM like AgencyBloc, you completely miss out on automation and AI features that agents desperately need.
I really do believe this is the issue most agents are facing.
This is why I built unLocked CRM to help insurance agents manage the entire customer journey, from the moment a lead comes in to the moment the commission gets paid.
Reach More Leads
Start by bringing leads into one place and contacting them through calls, texts, emails, and automated campaigns.
Agent AI can call your leads, qualify them, answer questions, and book appointments for you.
With voice cloning, it can even speak using a voice that sounds like you. Agent AI also supports 32 languages, helping agencies reach more prospects without adding more staff.
Build Follow-Up in 30 Seconds
Most leads do not respond on the first attempt.
Automation AI lets you build complete follow-up sequences simply by describing what you want.
You could say:
“Call the lead, send a text if they do not answer, follow up by email, and create another call task for tomorrow.”
Automations that once took days to build can now be created in about 30 seconds.
Quote Clients With AI
Once a prospect is ready, AI Quoting helps you move from conversation to quote faster.
Instead of working through a complicated quoting process, you can tell AI what the client needs.
For example:
“Show me a $500,000 term policy for a healthy 42-year-old male in Indiana.”
AI helps generate the quote naturally, so agents can spend less time entering information and more time helping the client make a decision.
Manage the Entire Client Relationship
Every call, text, email, quote, appointment, task, opportunity, note, and policy stays connected to the client.
That gives your team a clear view of where every prospect stands, what has already happened, and what needs to happen next.
No digging through disconnected tools or trying to remember where the last conversation took place.
Track Commissions Across 300+ Carriers
After the policy is sold, Commission+ helps track commissions across more than 300 carriers.
It gives agencies a clearer picture of what has been paid, what is still expected, and where commissions may be missing or incorrect.
Instead of managing revenue through spreadsheets and carrier portals, agents can track more of it from one platform.
One Platform for the Entire Journey
From reaching the lead to building the follow-up, producing the quote, managing the client, and tracking the commission, unLocked CRM brings the entire process together.