---
title: "Connect ChatGPT to Your Insurance CRM with Custom GPT Actions"
description: "Wire ChatGPT into unLocked CRM in under 10 minutes using Custom GPT Actions and our published OpenAPI 3.1 spec. No backend code required."
url: https://unlockedcrm.ai/blog/connect-chatgpt-to-insurance-crm
canonical: https://unlockedcrm.ai/blog/connect-chatgpt-to-insurance-crm
category: "AI Features"
published: 2026-07-30
updated: 2026-07-30
author: "unLocked Team"
source: unLocked CRM — AI CRM for insurance agents
---

# Connect ChatGPT to Your Insurance CRM with Custom GPT Actions

<p>ChatGPT's <strong>Custom GPT Actions</strong> consume any OpenAPI 3.1 spec — and unLocked CRM publishes one at <code>/openapi.json</code>. That means you can build a private ChatGPT that reads and writes your CRM in minutes.</p>

<h2>Step 1 — Create the Custom GPT</h2>
<p>In ChatGPT, click <strong>Explore GPTs → Create</strong>. Give it a name like "Agency Copilot."</p>

<h2>Step 2 — Add the Action</h2>
<p>Under <strong>Actions → Import from URL</strong>, paste <code>https://api.unlockedcrm.ai/openapi.json</code>. ChatGPT parses every endpoint automatically.</p>

<h2>Step 3 — Configure Auth</h2>
<p>Choose <strong>API Key</strong> auth, header name <code>x-api-key</code>, and paste the key from your unLocked CRM developer settings.</p>

<h2>Step 4 — Set Instructions</h2>
<p>Tell the GPT how to behave: "You are an insurance agency copilot. When asked about a client, always pull the latest policy data. Never give regulated advice — defer to a licensed agent."</p>

<h2>Use It</h2>
<p>"What's my pipeline value this week?" — the GPT calls <code>GET /pipelines/summary</code> and replies with a clean breakdown. "Add a note to Sarah Lopez's record" — it calls <code>POST /contacts/{id}/notes</code>. Done.</p>

---

Source: [Connect ChatGPT to Your Insurance CRM with Custom GPT Actions](https://unlockedcrm.ai/blog/connect-chatgpt-to-insurance-crm) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/connect-chatgpt-to-insurance-crm.