The System Insurance Agents Have Been Missing
From building automations in 30 seconds to tracking commissions across 300+ carriers, all in one system.
When I was selling insurance, I kept running into the same problem.
The tools that were good at marketing did not understand insurance.
I could build automations, send texts, follow up with leads, and run campaigns, but once someone became a client, the system had no idea what to do with the policy, the carrier, the commission, or the rest of my book of business.
Then I would look at insurance CRMs, and they had the opposite problem.
They could store policies and client information, but they did very little to actually help me generate business, follow up, or move a lead toward a sale.
So I was stuck using one system to get the client and another system to manage them after the sale.
That never made sense to me.
That’s why we created unLocked.
Build Automations in 30 Seconds
Instead of spending hours building workflows, you can simply tell the system what you want.
You might say, “Follow up with every new lead for the next 14 days,” and the AI Automation Builder can create the workflow in around 30 seconds.
Let Agent AI Call Your Leads
Agent AI can call leads for you using your own cloned voice.
It can qualify them, answer questions, follow up, and book appointments directly on your calendar without you making every call yourself.
Quote Inside the Same System
Once a lead is ready, you can quote them using our Life, ACA, and Medicare quoting tools.
There is no need to move the lead into another platform just to show them their options.
Move From Quote to Application
Soon, agents will also be able to submit e-applications for life insurance and Medicare Supplement directly through the system.
The goal is to keep the entire process connected from the first conversation through the application.
Track Commissions Automatically
After the policy is written, unLocked CRM can automatically track commission activity across more than 300 carriers.
Instead of downloading statements and updating spreadsheets, you can see what was paid, what is pending, and where chargebacks occurred.
Track Your Book of Business Automatically
The system can also automatically track your policies and book of business across those same 300+ carriers.
That gives you a much clearer view of your clients, policies, production, and overall business without relying on manual updates.
From Lead to Commission
That is the system insurance agents have been missing.
One system that can help build your automations, call your leads, quote them, submit applications, track commissions, and manage your book of business.
From the first lead to the final commission, it all stays connected.