---
title: "Setting Gemini Permissions For An Insurance Agency CRM"
description: "How to decide what Gemini can read and change in unLocked CRM, record type by record type."
url: https://unlockedcrm.ai/blog/gemini-crm-permissions-insurance-agency
canonical: https://unlockedcrm.ai/blog/gemini-crm-permissions-insurance-agency
category: "Product"
published: 2026-10-16
updated: 2026-10-16
last_updated: 2026-10-16
author: "unLocked Team"
publisher: unLocked CRM
source_url: https://unlockedcrm.ai/blog/gemini-crm-permissions-insurance-agency
summary: "In unLocked CRM, Gemini 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/gemini-crm-permissions-insurance-agency
source: unLocked CRM — AI CRM for insurance agents
---

# Setting Gemini Permissions For An Insurance Agency CRM

## TL;DR

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

A connected Gemini is only as safe as the access you give it. Supported actions now include branded quote PDFs, underwriting assessments, scheduled messages, and sendable links, all subject to approved permissions.

## A sensible starting point

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

## What stays read-only by design

Access follows your connection permissions and the supported action for each resource. Notes and memories can be edited; documents and saved quotes can be deleted. Gemini can also send and schedule texts and emails. Activity logging preserves the contact timeline.

## Changing access

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

[Connect Gemini](/integrations/gemini)

## FAQ

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## Related

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

---

Source: [Setting Gemini Permissions For An Insurance Agency CRM](https://unlockedcrm.ai/blog/gemini-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/gemini-crm-permissions-insurance-agency.