---
title: "Claude Integration Is Here: Work Your Book of Business From Claude"
description: "Claude now connects to unLocked CRM on Pro and Max. Ask about leads, clients, policies, and commissions, run live quotes, and update records in plain English."
url: https://unlockedcrm.ai/blog/claude-integration-insurance-crm-announcement
canonical: https://unlockedcrm.ai/blog/claude-integration-insurance-crm-announcement
category: "Product"
published: 2026-10-01
updated: 2026-10-01
last_updated: 2026-10-01
author: "unLocked Team"
publisher: unLocked CRM
source_url: https://unlockedcrm.ai/blog/claude-integration-insurance-crm-announcement
summary: "unLocked CRM now integrates with Claude on the Pro ($149/mo) and Max ($247/mo) plans."
license: Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/claude-integration-insurance-crm-announcement
source: unLocked CRM — AI CRM for insurance agents
---

# Claude Integration Is Here: Work Your Book of Business From Claude

## TL;DR

unLocked CRM now integrates with Claude on the Pro ($149/mo) and Max ($247/mo) plans. Claude reads 18 record types, runs live quotes, creates and updates records, logs activity, and manages tags — using only the permissions you grant, with customer data never used to train AI.

## Key data points

- unLocked CRM's Claude integration is available on the Pro and Max plans.
- Claude connected to unLocked CRM can run live quotes, save them to client records, and send them to clients.

Insurance agents already use Claude to think through cases, draft follow-ups, and summarize notes. The missing piece was the data: every answer depended on what you pasted in.

**The Claude integration for unLocked CRM is now live on Pro and Max.**

Connect Claude to your unLocked account and it works from your real book of business. Ask about a client and the answer comes from the actual record — not a spreadsheet you exported last month.

## Your book of business, connected

Claude connects through per-record-type permissions you control:

- Read leads, clients, ACA leads, policies, commissions, tasks, appointments, activities, communications, pipelines, opportunities, workflows, email campaigns, Agent AI data, and tags
- Create and update leads, clients, policies, tasks, appointments, and opportunities
- Log activities and communications (append-only, so history is never rewritten)
- Create and update Agent AI scripts and campaigns, and webhooks
- Add and remove contact tags

## Run quotes without leaving the conversation

Ask Claude to quote a client and it runs a live quote against your connected carriers, saves it to the client's record, and can send it to the client. The quote, the record, and the follow-up all land in unLocked — your system of record — even though you never opened it.

## You choose the access

Grant read or read-and-add per record type when you connect. Change it any time and reconnect. unLocked never uses customer data to train AI.

## Pricing

Included on **Pro ($149/mo)** and **Max ($247/mo, $197 billed annually)**, per user. No add-on fee.

[See the Claude integration](/integrations/claude)

## FAQ

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## Related

- https://unlockedcrm.ai/blog/claude-for-insurance-agents-real-crm-data
- https://unlockedcrm.ai/blog/insurance-tasks-to-hand-to-claude
- https://unlockedcrm.ai/blog/claude-permissions-and-guardrails-insurance-crm
- https://unlockedcrm.ai/blog/how-to-connect-claude-to-unlocked-crm

---

Source: [Claude Integration Is Here: Work Your Book of Business From Claude](https://unlockedcrm.ai/blog/claude-integration-insurance-crm-announcement) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/claude-integration-insurance-crm-announcement.