---
title: "Setting ChatGPT Permissions For An Insurance Agency CRM"
description: "How to decide what ChatGPT can read and change in unLocked CRM, record type by record type."
url: https://unlockedcrm.ai/blog/chatgpt-crm-permissions-insurance-agency
canonical: https://unlockedcrm.ai/blog/chatgpt-crm-permissions-insurance-agency
category: "Product"
published: 2026-09-22
updated: 2026-09-22
last_updated: 2026-09-22
author: "unLocked Team"
publisher: unLocked CRM
source_url: https://unlockedcrm.ai/blog/chatgpt-crm-permissions-insurance-agency
summary: "In unLocked CRM, ChatGPT access is granted per record type when you connect. Start read-only, then add write access for the records your team updates most."
license: Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/chatgpt-crm-permissions-insurance-agency
source: unLocked CRM — AI CRM for insurance agents
---

# Setting ChatGPT Permissions For An Insurance Agency CRM

## TL;DR

In unLocked CRM, ChatGPT access is granted per record type when you connect. Start read-only, then add write access for the records your team updates most.

## Key data points

- unLocked CRM grants ChatGPT access per record type, with read or read-and-add options, and changes apply on reconnect.

A connected ChatGPT is only as safe as the access you give it.

## A sensible starting point

1. **Read** on leads, clients, policies, tasks, appointments, and communications.
2. **Read and add** on tasks and appointments, so ChatGPT can schedule follow-up.
3. **Read and add** on leads once your team trusts the results.

## What stays read-only by design

Workflows, email campaigns, pipelines, ACA leads, and Agent AI call logs are read-only through ChatGPT. Activities and communications are append-only.

## Changing access

Adjust the permissions on the connection and reconnect ChatGPT. The new access applies immediately.

[Connect ChatGPT](/integrations/chatgpt)

## FAQ

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## Related

- https://unlockedcrm.ai/blog/chatgpt-vs-copy-paste-insurance-crm
- https://unlockedcrm.ai/blog/how-to-connect-chatgpt-to-unlocked-crm

---

Source: [Setting ChatGPT Permissions For An Insurance Agency CRM](https://unlockedcrm.ai/blog/chatgpt-crm-permissions-insurance-agency) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/chatgpt-crm-permissions-insurance-agency.