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5.0

#1 CRM For Selling

Life Insurance Annuities IULs Infinite Banking Term Mortgage Protection Final Expense ACA Medicare

Automate Your Sales. Close More Policies. Scale Your Business.

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.
Try unLocked CRM Free for 14 days
Schedule a Demo Now

For Agents Selling

Indexed Universal Life
Whole Life Insurance
Term Life Insurance
Mortgage Protection
Final Expense
Infinite Banking
Medicare & ACA Health Plans
Annuities
Learn More

10,000+ Integrations With
Top Brands

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

For Agents Selling

Indexed Univeral Life
Final Expense
Term Life Insurance
Inifinite Banking
Whole Life Insurance
Annuities
Mortgage Protection
Medicare & ACA Health Plans
Book A Demo

Why Choose unLocked CRM?

Automated Lead Management & Nurturing
  • Automatically assign leads, track progress, and trigger follow-ups.
  • AI-driven workflows to ensure no lead is forgotten.
Power Dialer & Click-to-Call
  • Rapidly call through leads back-to-back for efficiency.
  • One-click calling directly from the CRM—no more manual dialing.
Customizable Automations & Integrations
  • Set up automated workflows for lead follow-ups, renewals, and more.
  • Integrate seamlessly with quoting tools, carriers, and marketing platforms.
Voicemail Drop & SMS Automation
  • Drop pre-recorded voicemails instantly without ringing the prospect’s phone.
  • Automated SMS sequences to engage and convert leads faster.
Appointment Scheduling & Reminders
  • Built-in booking system with calendar integration.
  • Auto-reminders via email & text to reduce no-shows.
Call Recording, Transcriptions & Coaching
  • Automatically record & transcribe calls for compliance and training.
  • Call whispering & coaching features to help agencies train new agents.
Compliance & DNC List Protection
  • Built-in TCPA & DNC protection to keep agents compliant.
  • Automated opt-out handling & call blocking for restricted numbers.
Shared Inbox & Team Collaboration
  •  Centralized email, SMS, and chat for seamless team communication.
  • Assign tasks, track conversations, and manage follow-ups in one place.
Policy Pipeline & Application Tracking
  • Visual pipeline to track leads from first contact to policy issued.
  • Automate policy renewal & follow-up sequences.
Get Started

Why Choose unLocked CRM?

Automated Lead Management & Nurturing
  • Automatically assign leads, track progress, and trigger follow-ups.
  • AI-driven workflows to ensure no lead is forgotten.
Power Dialer & Click-to-Call
  • Rapidly call through leads back-to-back for efficiency.
  • One-click calling directly from the CRM—no more manual dialing.
Customizable Automations & Integrations
  • Set up automated workflows for lead follow-ups, renewals, and more.
  • Integrate seamlessly with quoting tools, carriers, and marketing platforms.
Voicemail Drop & SMS Automation
  • Drop pre-recorded voicemails instantly without ringing the prospect’s phone.
  • Automated SMS sequences to engage and convert leads faster.
Appointment Scheduling & Reminders
  • Built-in booking system with calendar integration.
  • Auto-reminders via email & text to reduce no-shows.
Call Recording, Transcriptions & Coaching
  • Automatically record & transcribe calls for compliance and training.
  • Call whispering & coaching features to help agencies train new agents.
Compliance & DNC List Protection
  • Built-in TCPA & DNC protection to keep agents compliant.
  • Automated opt-out handling & call blocking for restricted numbers.
Shared Inbox & Team Collaboration
  • Centralized email, SMS, and chat for seamless team communication.
  • Assign tasks, track conversations, and manage follow-ups in one place.
Policy Pipeline & Application Tracking
  • Visual pipeline to track leads from first contact to policy issued.
  • Automate policy renewal & follow-up sequences.
Try For Free

Start Your 14-Day Free Trial

Start Your
14-Day Free Trial

Try unLocked CRM For Free
Schedule a Demo Now
Built by an insurance agent, for insurance agents.
Why Agents Love unLocked CRM:
  • Pre-loaded sales pipelines for Life, Final Expense, IUL, Medicare, and Annuities
  • Automated email, text, and voicemail follow-ups ready on Day 1
  • Built-in dialer with call tracking, recording, and whisper coaching
  • A2P-compliant texting setup for higher delivery + legal peace of mind
  • Calendar integration for one-click bookings & reminders
  • Smart dashboards to track leads, appointments, and policies written
  • Pre-built workflows that save you hours a day
No tech headaches. No piecing together tools. Everything you need is right here.
Whether you’re a solo producer or managing a growing team, unLocked CRM is the all-in-one system to simplify your operations and close more business—on autopilot.
Try unLocked CRM Free for 14 days
Schedule a Demo Now
Built by an insurance agent, for insurance agents.
Built by an
insurance agent,
for insurance agents.
Why Agents Love unLocked CRM:
  • Pre-loaded sales pipelines for Life, Final Expense, IUL, Medicare, and Annuities
  • Automated email, text, and voicemail follow-ups ready on Day 1
  • Built-in dialer with call tracking, recording, and whisper coaching
  • A2P-compliant texting setup for higher delivery + legal peace of mind
  • Calendar integration for one-click bookings & reminders
  • Smart dashboards to track leads, appointments, and policies written
  • Pre-built workflows that save you hours a day
No tech headaches. No piecing together tools. Everything you need is right here.

What You Get in Your Free Trial:

Full access to all features
Real working automations
Onboarding call with our team
Email & texting setup support
Pre-built forms, calendars, and campaigns
Same tools our top agents are using to scale

What You Get in Your Free Trial:

Full access to all features
Real working automations
Onboarding call with our team
Email & texting setup support
Pre-built forms, calendars, and campaigns
The same tools our top agents are using to scale
Don’t take our word for it.

Try unLocked CRM For Free

Start My Free Trial

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
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

How It Works

Sign Up & Select Your Plan
Choose Your Insurance Pipelines (Pre-Built for You!)
Start Selling – Let the CRM Automate Your Follow-Ups
Try For Free

Why Agents Choose unLocked CRM

Feature

  • unLocked CRM
  • HubSpot
  • Pipedrive
  • Salesforce

Designed for Insurance Agents

  • 100% agent-focused
  • Built for general sales
  • Built for real estate & SaaS
  • Overcomplicated for agents

Call Recording & Transcriptions

  • Built-in & automatic
  • Requires third-party add-ons
  • Not included
  • Available, but costly add-on

Voicemail Drop Automation

  • Send pre-recorded voicemails
  • Manual process
  • Limited automation
  • Requires setup with add-ons

Power Dialer & Click-to-Call

  • Instant calling & auto-dialer
  • No built-in power dialer
  • Only manual calling
  • Available, but costly

Text & Email Automation

  • Unlimited automated follow-ups
  • Limited in free plan
  • Basic email follow-ups only
  • But expensive add-on

Call Whispering & Live Coaching

  • Listen in & train agents live
  • No live coaching tools
  • No call monitoring
  • Available, but expensive

Shared Team Inbox

  • Centralized email, SMS & chat
  • No shared inbox
  • No shared inbox
  • Available in premium plans

Task & Lead Management

  • Visual pipeline with automation
  • But limited in free plan
  • Basic tracking
  • Overcomplicated setup

Agent Performance Dashboard

  • Track calls, appointments & sales
  • No dedicated dashboard
  • Limited analytics
  • Available, but requires setup

Automated Lead Nurturing

  • AI-driven campaigns
  • Manual setup required
  • No AI-driven automation
  • But costly add-on

Onboarding & Support

  • Dedicated agent training & live chat
  • Paid support plans
  • Limited support
  • Expensive support plans

Pricing

  • Affordable & transparent
  • Expensive with add-ons
  • Cheaper but lacks features
  • High upfront cost + add-ons
Feature
unLocked CRM
HubSpot
Pipedrive
Salesforce

Designed for Insurance Agents

Call Recording & Transcriptions

Voicemail Drop Automation

Power Dialer & Click-to-Call

Text & Email Automation

Call Whispering & Live Coaching

Shared Team Inbox

Task & Lead Management

Agent Performance Dashboard

Automated Lead Nurturing

Onboarding & Support

Pricing

Switch to the CRM Built for Insurance Agents

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 For Free
Book Call
Ready to make the switch?

Individual Producer

For independent agents looking to automate and scale.
$ 69
99 Monthly
  • AI-powered automation for leads & follow-ups
  • Built-in dialer, SMS, and email marketing
  • Pre-built funnels & campaigns
  • Customizable CRM dashboard
  • Full support & training
Get Started Today
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
  • Multi-user access & team management
  • Custom workflow automation
  • White-label options available
  • Dedicated account support
  • Advanced analytics & reporting
Schedule Call
Built for teams that need multi-user access, advanced automation, and white-label options.

Individual Producer

For independent agents looking to automate and scale.
$ 649
99 Annual
  • AI-powered automation for leads & follow-ups
  • Built-in dialer, SMS, and email marketing
  • Pre-built funnels & campaigns
  • Customizable CRM dashboard
  • Full support & training
Get Started Today
Perfect for solo agents looking to automate follow-ups, manage leads, and close more deals—without the hassle.

save 22%

Agency / FMO / IMO / BGA

For teams & organizations that need enterprise-level automation.
Contact Sales for Pricing
  • Multi-user access & team management
  • Custom workflow automation
  • White-label options available
  • Dedicated account support
  • Advanced analytics & reporting
Schedule Call
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
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jacob@unlockedcrm.ai
877-761-4369
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About unLocked CRM

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.

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jacob@unlockedcrm.ai

877-761-4369
Contact Jacob