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The #1 CRM For
Insurance Agents

unLocked CRM is built by an Agent, for Agents, that uses AI, automation, pipeline
management and mobile tools to turn leads into sales, faster.
Try For Free
Schedule a Demo Now

I was drowning in follow-ups before switching to unLocked CRM. Now, everything is automated, and I’m booking more calls without lifting a finger. It’s a game-changer for my business!"

Jason R. Independent Life Insurance Agent

"I used to forget to follow up with leads, and it was costing me sales. unLocked CRM keeps everything organized, sends reminders, and even automates my outreach. Best investment I’ve made!"

Sarah M. Agency Owner

"I’ve tried other CRMs, but they were either too complicated or not built for insurance agents. unLocked CRM just makes sense. It’s easy to use, and I’m closing more deals because of it!"

David L. Senior Insurance Producer

"The automation features are a lifesaver. I set up my workflows once, and now my emails, texts, and follow-ups run on autopilot. It’s like having an assistant without the extra cost!”

Emily T. FMO Sales Director

"I was hesitant to switch CRMs, but after one week with unLocked, I knew I made the right call. My response time improved, my pipeline is finally organized, and I’m writing more business than ever!

Max T. Agency Owner

The AI-Powered CRM Built for Insurance Agents

unLocked CRM takes the busy work off your plate—automating follow-ups, booking more appointments, and helping you upsell effortlessly. You NEED this!
  • Smarter Marketing – Launch targeted campaigns that actually convert.
  • Effortless Follow-Ups – Stay in front of leads without lifting a finger.
  • Time-Saving Automation – Cut the busy work and focus on selling.

The AI-Powered CRM Built for Insurance Agents

unLocked CRM takes the busy work off your plate—automating follow-ups, booking more appointments, and helping you upsell effortlessly. You NEED this!
  • Smarter Marketing – Launch targeted campaigns that actually convert.
  • Effortless Follow-Ups – Stay in front of leads without lifting a finger.
  • Time-Saving Automation – Cut the busy work and focus on selling.
Try unLocked CRM Free for 14 days
Schedule a Demo Now

In the month of July alone Gumtree Financial Services received an additional $209,054.00 in TP and every month and it is increasing 15-20%!!!! Special thanks to Jacob and unLocked CRM. Hell my longtime friend, agent extraordinaire Steve Scammell is receiving so many IUL leads he can't get to them all. He went and recruited a few former captive agents from a leading Mutual company to help write his biz. There's zero reason not be taking advantage of the unLocked CRM!!

— Doug Cuthbert

Gumtree Finanical Services

10,000+ Integrations With Top Brands

RingCentral
RingCentral
Twilio
Twilio
Zoom
Zoom
Gmail
Gmail
Outlook
Outlook
Google Calendar
Google Calendar
Outlook Calendar
Outlook Calendar
DocuSign
DocuSign
Ethos
Ethos
Vive
Vive
SureLC
SureLC
Excel
Excel
Google Drive
Google Drive
Dropbox
Dropbox
OneDrive
OneDrive
Google Workspace
Google Workspace
Microsoft 365
Microsoft 365
Facebook
Facebook
Instagram
Instagram
TikTok
TikTok
LinkedIn
LinkedIn
YouTube
YouTube
Twitter/X
Twitter/X
Box
Box

The CRM Built by an Insurance Agent
for Insurance Agents

The Cost of NOT Having a CRM

  • Leads slipping through the cracks
  • Wasted time on follow-ups instead of selling
  • Forgetting renewal dates & cross-selling opportunities
  • Missed commissions due to poor tracking
  • Scattered client data across tools and spreadsheets
  • No visibility into team performance or sales pipeline
  • Delayed responses costing you hot leads and deals

With unLocked CRM , you get:

  • Automated Follow-Ups & Reminders – Stay top-of-mind with leads and clients without lifting a finger.
  • Lead Tracking Made Easy – Never let a prospect slip through the cracks—every interaction is logged and organized.
  • Smart Renewal & Cross-Selling Alerts – Get automatic notifications for policy renewals and prime cross-sell opportunities.
  • Maximize Every Policy Opportunity – Convert more leads, retain more clients, and grow your book of business effortlessly.
Book Demo

Built for Agents. Powered by AI.

Features That Help You Scale

Everything Built In. Nothing Held Back.
Smart Automations
AI Outreach Tools
Built-in Texting & Email
Call Tracking & Dialer
Calendar Booking System
Lead Tagging & Scoring
Custom Pipelines
Agent Reporting
Drip Campaigns
Snap Templates
All-in-one features crafted for insurance sales, leveraging AI to drive scale.

Built for Agent’s Selling

Perfectly designed for agents to sell smarter, faster, and with
less effort using AI-powered tools.
Indexed Universal Life (IUL)
Infinite Banking
Annuities
Final Expense
Term Insurance
Mortgage Protection
Medicare
Health Plans
Group Benefits
Retirement Planning
Designed to plug directly into your insurance practice and accelerate your growth.
Book Demo
Don’t take our word for it.

Try unLocked CRM For Free

Start My Free Trial

Why Agents Choose unLocked CRM

Built by an insurance agent

  • unLocked CRM
  • Yes
  • Ringy
  • No
  • SalesGod CRM
  • No
  • AgencyBloc
  • No

AI-Powered Follow-Up

  • unLocked CRM
  • SMS, Email, Voicemail AI
  • Ringy
  • Basic Automation
  • SalesGod CRM
  • Basic
  • AgencyBloc
  • No

Smart Lead Tagging & Routing

  • unLocked CRM
  • Built-in
  • Ringy
  • Manual setup
  • SalesGod CRM
  • Partial
  • AgencyBloc
  • Manual tagging

Calendar + Appointment Automation

  • unLocked CRM
  • AI auto-books appointments
  • Ringy
  • Manual booking
  • SalesGod CRM
  • Basic
  • AgencyBloc
  • No

Automated Pipelines

  • unLocked CRM
  • AI moves leads by behavior
  • Ringy
  • Manual only
  • SalesGod CRM
  • Requires setup
  • AgencyBloc
  • Manual

Onboarding & Support

  • unLocked CRM
  • Fast, Agent-Specific Help
  • Ringy
  • Chat Only
  • SalesGod CRM
  • Chat Support
  • AgencyBloc
  • Email Support

Designed for Life & Health Sales

  • unLocked CRM
  • Built for it
  • Ringy
  • Mostly P&C agents
  • SalesGod CRM
  • Generic CRM
  • AgencyBloc
  • Group Benefits Focused

Prebuilt Workflows & Scripts

  • unLocked CRM
  • Templates for every stage
  • Ringy
  • Limited
  • SalesGod CRM
  • Few
  • AgencyBloc
  • None

Transparent Pricing

  • unLocked CRM
  • $97/month flat
  • Ringy
  • Varies w/ upsells
  • SalesGod CRM
  • Requires demo
  • AgencyBloc
  • Tiered & Add-Ons

Why Agents Choose unLocked CRM

Feature / Platform

  • unLocked CRM
  • Ringy
  • SalesGod CRM
  • AgencyBloc

Built by an insurance agent

  • Yes
  • No
  • No
  • No

AI-Powered Follow-Up

  • SMS, Email, Voicemail AI
  • Basic Automation
  • Basic
  • No

Smart Lead Tagging & Routing

  • Built-in
  • Manual setup
  • Partial
  • Manual tagging

Calendar + Appointment Automation

  • AI auto-books appointments
  • Manual booking
  • Basic
  • No

Automated Pipelines

  • AI moves leads by behavior
  • Manual only
  • Requires setup
  • Manual

Onboarding & Support

  • Fast, Agent-Specific Help
  • Chat Only
  • Chat Support
  • Email Support

Designed for Life & Health Sales

  • Built for it
  • Mostly P&C agents
  • Generic CRM
  • Group Benefits Focused

Prebuilt Workflows & Scripts

  • Templates for every stage
  • Limited
  • Few
  • None

Transparent Pricing

  • $97/month flat
  • Varies w/ upsells
  • Requires demo
  • Tiered & Add-Ons
Switch To unLocked CRM

Stay Connected On the Go

Download the unLocked CRM mobile app to manage leads, track sales, and stay in control—anytime, anywhere.

We built unLocked CRM to help insurance agents and agencies streamline outreach, automate workflows, and leverage AI for personalized follow-ups that boost conversions and drive faster, smarter growth.

Jacob Lock

CEO & Founder

How to Get Started with unLocked CRM

01

Sign Up & Select Your Plan

02

Choose Your Insurance Pipelines (Pre-Built for You!)

03

Start Selling – Let the CRM Automate Your Follow-Ups
Try unLocked CRM Free for 14 days

Need Help Transitioning from Your Current CRM?

Switching CRMs can feel overwhelming, but we make it easy. Our dedicated transition team will handle the heavy lifting, so you can focus on what you do best—selling.
  • Data Migration – We’ll move your contacts, pipelines, and automations for you.
  • Personalized Setup – Get your CRM tailored to your workflow from day one.
  • 1-on-1 Support – Our team is here to guide you every step of the way.
Try unLocked CRM Free for 14 days
Book Demo

Get more, pay less

Transparent pricing, no surprises — all plans include AI-powered outreach, follow-ups, and
conversion-tracking designed to boost your insurance sales, effortlessly.

Individual Producer

For independent agents looking
to automate and scale.

$97/ mo

Start For Free
  • AI-powered automation for leads & follow-ups
  • Built-in dialer, SMS, and email marketing
  • Pre-built funnels & campaigns
  • Customizable CRM dashboard
  • Full support & training
Perfect for solo agents looking to automate follow-ups, manage leads, and close more deals—without the hassle.

Agency / FMO / IMO / BGA

For teams & organizations that need
enterprise-level automation.

Contact Sales for Pricing

Schedule Call
  • Multi-user access & team management
  • Custom workflow automation
  • White-label options available
  • Dedicated account support
  • Advanced analytics & reporting
Built for teams that need multi-user access, advanced automation, and white-label options.

Save 16%

Individual Producer

For independent agents looking
to automate and scale.

$970/ annual

Get Started Today
  • AI-powered automation for leads & follow-ups
  • Built-in dialer, SMS, and email marketing
  • Pre-built funnels & campaigns
  • Customizable CRM dashboard
  • Full support & training
Perfect for solo agents looking to automate follow-ups, manage leads, and close more deals—without the hassle.

Agency / FMO / IMO / BGA

For teams & organizations that need
enterprise-level automation.

Contact Sales for Pricing

Schedule Call
  • Multi-user access & team management
  • Custom workflow automation
  • White-label options available
  • Dedicated account support
  • Advanced analytics & reporting
Built for teams that need multi-user access, advanced automation, and white-label options.

Are You Ready to Automate & Scale Your Insurance Business?

Join the #1 CRM for Life & Health Agents – Get Started Today!
Try For Free
Licensed Healthcare Insurance Agent
unLocked CRM is the AI-powered, automation-packed CRM built for insurance agents, by industry experts. Designed to streamline your follow-ups, automate marketing, and close more deals, it’s the all-in-one system that makes scaling your business effortless.
Linkedin Youtube Envelope
info@unlockedcrm.ai
877-761-4369

Useful Links

Quick Links

Policy Links

  • Copyright © 2025 unLocked CRM. All rights reserved.
Disclaimer: UnlockedCRM and all associated parties are not registered financial advisors, attorneys, or certified consultants. The content, tools, and services offered on this site are intended for informational and educational purposes only and should not be construed as legal, financial, or business advice. Results may vary depending on your use case, industry, and implementation. UnlockedCRM makes no guarantees regarding outcomes derived from using its software or strategies. You are solely responsible for ensuring any actions you take align with applicable laws and are appropriate for your business. Always consult with qualified professionals before making decisions that could affect your financial, legal, or operational standing.
Licensed Healthcare Insurance Agent
unLocked CRM is the AI-powered, automation-packed CRM built for insurance agents, by industry experts. Designed to streamline your follow-ups, automate marketing, and close more deals, it’s the all-in-one system that makes scaling your business effortless.
Linkedin Youtube Envelope
info@unlockedcrm.ai
877-761-4369

Useful Links

Policy Links

  • Copyright © 2025 unLocked CRM. All rights reserved.
Disclaimer: UnlockedCRM and all associated parties are not registered financial advisors, attorneys, or certified consultants. The content, tools, and services offered on this site are intended for informational and educational purposes only and should not be construed as legal, financial, or business advice. Results may vary depending on your use case, industry, and implementation. UnlockedCRM makes no guarantees regarding outcomes derived from using its software or strategies. You are solely responsible for ensuring any actions you take align with applicable laws and are appropriate for your business. Always consult with qualified professionals before making decisions that could affect your financial, legal, or operational standing.