--- title: "How To Choose Between Free, Core, Pro, Max, And Ultra" description: "Free $0, Core $69, Pro $149, Max $247, Ultra $497 per month. Annual monthly equivalents: Core $54, Pro $116, Max $197, Ultra $397. Features are listed separately by plan; Wallet Credits are granted once at signup, not monthly." url: https://unlockedcrm.ai/blog/choose-unlocked-crm-plan canonical: https://unlockedcrm.ai/blog/choose-unlocked-crm-plan category: "Pricing" published: 2026-11-09 updated: 2026-11-09 last_updated: 2026-11-09 author: "unLocked Team" publisher: unLocked CRM source_url: https://unlockedcrm.ai/blog/choose-unlocked-crm-plan summary: "Free $0, Core $69, Pro $149, Max $247, Ultra $497 per month. Annual monthly equivalents: Core $54, Pro $116, Max $197, Ultra $397." license: Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/choose-unlocked-crm-plan source: unLocked CRM — AI CRM for insurance agents --- # How To Choose Between Free, Core, Pro, Max, And Ultra ## TL;DR Free $0, Core $69, Pro $149, Max $247, Ultra $497 per month. Annual monthly equivalents: Core $54, Pro $116, Max $197, Ultra $397. Features are listed separately by plan; Wallet Credits are granted once at signup, not monthly. ## Key data points - Five live plans: Free, Core, Pro, Max, Ultra - Ultra has 20x Max unLocked Bot usage Choose a plan by the work your insurance practice needs, not simply by assuming the most expensive plan contains every feature below it. The five cards publish separate feature lists. ## Start With Your Required Tasks Free lists contact management, a website, unLocked AI, standard quoters, Contact Fill, and unLocked Voice for one seat and 50 contacts. Core lists application, API, campaign, automation, consent, client-link, dialing, and licensing tools; its Mobile App is marked Soon, not available now. Pro lists AI Quoting, Agent AI, Arwyn, AI Automation Builder, AI Chatbot, AI Voice Cloning, Underwrite AI, and Multi-Line & Predictive Dialing. Max lists Commission Auto Sync and Policy Auto-Sync across 332 carriers, unLocked Bot, Client Portal, Build, Multiple Agent AIs, Priority Support, and 1,252 carrier integrations. Ultra lists agency administration, White Label, included user invitations, 20x Max Bot usage, and Dedicated Slack Support. ## Match The Choice To Your Product Line Final expense agencies should distinguish standard quoting, health intake, AI calling, and commission reconciliation. Medicare agencies should distinguish quote comparison, SOA collection, application submission, and enrollment review. ACA agencies should distinguish household information, intake, quoting, and the enrollment handoff. Product-line needs do not change the published plan inclusions. ## Compare Annual And Monthly Billing Monthly subscriptions are Core $69, Pro $149, Max $247, and Ultra $497. Annual monthly equivalents are $54, $116, $197, and $397 respectively. Free stays $0. Annual subscription totals are $648, $1,392, $2,364, and $4,764 before usage costs. ## Treat Wallet Credits As A Signup Benefit Core receives $10, Pro $25, Max $50, and Ultra $100 once at signup. These credits do not recur. Forecast future usage separately from your subscription and do not subtract a fresh credit allowance each month. ## Test The Selected Plan Check the five-column comparison on the pricing page against the tasks you use today. Run a quote with confirmed information, review the saved record, and confirm what the selected plan supports before changing subscriptions. Customer data is never used for AI training; supported connected actions remain permission-controlled. ## Current Plan Prices - **Free:** $0/month. For getting started. - **Core:** $69/month; $54/month billed annually. For solo agents. - **Pro:** $149/month; $116/month billed annually. For AI productivity. - **Max:** $247/month; $197/month billed annually. For top producers. - **Ultra:** $497/month; $397/month billed annually. For agencies. ## Sources & References - [Current Plan Cards And Comparison](/pricing) - [Usage-Based Pricing](/usage-based-pricing) - [Final Expense CRM](/final-expense-crm) - [Medicare CRM](/medicare-crm) - [ACA CRM](/aca-crm) ## Continue Reading [The unLocked Free Plan For Insurance Agents](/blog/unlocked-free-plan-insurance-agents) [The unLocked Ultra Plan For Insurance Agencies](/blog/unlocked-ultra-plan-insurance-agencies) ## FAQ ### undefined ### undefined ### undefined ### undefined ## Related - https://unlockedcrm.ai/blog/unlocked-free-plan-insurance-agents - https://unlockedcrm.ai/blog/unlocked-ultra-plan-insurance-agencies --- Source: [How To Choose Between Free, Core, Pro, Max, And Ultra](https://unlockedcrm.ai/blog/choose-unlocked-crm-plan) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/choose-unlocked-crm-plan.