---
title: "Announcing The Gemini Integration For unLocked CRM"
description: "Gemini now connects directly to unLocked CRM. Ask about your book of business and update records in plain English, on Pro and Max."
url: https://unlockedcrm.ai/blog/gemini-integration-announcement
canonical: https://unlockedcrm.ai/blog/gemini-integration-announcement
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-integration-announcement
summary: "unLocked CRM now integrates with Gemini on the Pro and Max plans. Gemini can read 18 record types, including leads, clients, policies, commissions, tasks, and appointments, and can create and update l…"
license: Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/gemini-integration-announcement
source: unLocked CRM — AI CRM for insurance agents
---

# Announcing The Gemini Integration For unLocked CRM

## TL;DR

unLocked CRM now integrates with Gemini on the Pro and Max plans. Gemini can read 18 record types, including leads, clients, policies, commissions, tasks, and appointments, and can create and update leads, clients, policies, tasks, appointments, and opportunities, log activities, and manage contact tags.

## Key data points

- unLocked CRM launched its Gemini integration in October 2026 with scoped access to live CRM records, contact management, messaging, quoting, underwriting, priorities, and links.
- The unLocked CRM Gemini integration is included on the Pro ($149/mo) and Max ($247/mo) plans at no extra cost.

Insurance agents already use Gemini to draft emails and explain plans. The missing piece was the book of business: every answer started with copying data out of the CRM.

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

## What Gemini can read

- Leads, clients, and ACA leads
- Policies and commissions
- Tasks and appointments
- Activities and communications
- Pipelines, pipeline stages, and opportunities
- Workflows and email campaigns
- Agent AI call logs, scripts, and campaigns
- Webhooks and tags

Search and filters run on the server, so questions like "Facebook leads not contacted this week" come back fast.

## What Gemini can do

- 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
- Add and remove contact tags
- Create and update webhooks

## October 2026 API Update

The unLocked API powers the secure AI connection. Claude, ChatGPT, Grok, Grok Bots, Muse AI, ChatGPT dots, Gemini, Claude Code, and Cursor inherit the same supported contact, messaging, quote, underwriting, and link actions within approved permissions and plan access. Agents can review daily priorities, pull a full contact profile, manage duplicates and documents, send and schedule texts and emails, run live quotes, save and file quotes, send branded PDF quotes now or scheduled with saved wording and a chosen mailbox, list quote opens, and retrieve or send booking, intake, Medicare quote, and life quote links. unLocked remains the system of record; customer data is never used to train AI. Pro and Max. Starting an application from a quote is coming soon; annuity quoting is not included.

[Full API action catalog](/api#supported-actions)

## Pricing

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

[See the Gemini integration](/integrations/gemini)

## FAQ

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## Related

- https://unlockedcrm.ai/blog/gemini-prompts-for-insurance-agents
- https://unlockedcrm.ai/blog/gemini-vs-copy-paste-insurance-crm
- https://unlockedcrm.ai/blog/gemini-crm-permissions-insurance-agency
- https://unlockedcrm.ai/blog/how-to-connect-gemini-to-unlocked-crm

---

Source: [Announcing The Gemini Integration For unLocked CRM](https://unlockedcrm.ai/blog/gemini-integration-announcement) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/gemini-integration-announcement.