---
title: "How to Get Your Insurance CRM Cited by ChatGPT, Perplexity, and Claude (The Discovery Playbook)"
description: "When buyers ask AI 'what's the best insurance CRM,' AI cites the platforms with the cleanest discovery surface. Here's exactly what unLocked publishes — and what you should demand from any vendor."
url: https://unlockedcrm.ai/blog/how-to-get-cited-by-chatgpt-perplexity-insurance
canonical: https://unlockedcrm.ai/blog/how-to-get-cited-by-chatgpt-perplexity-insurance
category: "Strategy"
published: 2026-07-30
updated: 2026-07-30
author: "unLocked Team"
source: unLocked CRM — AI CRM for insurance agents
---

# How to Get Your Insurance CRM Cited by ChatGPT, Perplexity, and Claude (The Discovery Playbook)

<p>The new top of funnel is an AI answer with citations. If you're not in those citations, you're not in the consideration set. Here's the playbook for getting cited.</p>

<h2>What AI Crawlers Actually Look For</h2>
<ol>
<li><strong>Clear, citable definitions</strong> — single-sentence answers to "what is X"</li>
<li><strong>Comparison tables</strong> — structured data they can lift directly</li>
<li><strong>llms-full.txt</strong> — the entire site in one fetch, ready for ingestion</li>
<li><strong>Markdown twins</strong> — text alternates served with the right Content-Type</li>
<li><strong>JSON-LD schema.org</strong> — SoftwareApplication, FAQPage, HowTo, Product</li>
<li><strong>Stable canonical URLs</strong> — they cite the URL they crawled</li>
<li><strong>Public OpenAPI</strong> — proves capability claims with verifiable spec</li>
</ol>

<h2>What unLocked Publishes</h2>
<ul>
<li>llms.txt + llms-full.txt</li>
<li>Markdown twins on /pricing, /ai-models, /carriers, /voice-os, /mcp-and-api</li>
<li>JSON-LD on every page (SoftwareApplication, FAQPage, BreadcrumbList)</li>
<li>RFC 9727 api-catalog at /.well-known/api-catalog</li>
<li>AgentSkills v0.2 manifest at /.well-known/agent-skills/index.json</li>
<li>OpenAPI 3.1 spec live from /.well-known/ai-plugin.json</li>
<li>Web Bot Auth JWKS at /.well-known/http-message-signatures-directory</li>
</ul>

<h2>How to Audit Your Own Vendor</h2>
<p>curl their <code>/llms.txt</code>. If 404, they're invisible. curl <code>/.well-known/ai-plugin.json</code>. If 404, AI tools can't auto-discover them. View source on their pricing page — search for "application/ld+json". If absent, they're optimized for 2014 SEO, not 2026.</p>

<h2>Why This Compounds</h2>
<p>Citations beget citations. Once Claude cites you in three answers, your training-data surface area expands. Once Perplexity links to you, downstream tools using Perplexity's data ingest you too. The discovery surface is a flywheel.</p>

---

Source: [How to Get Your Insurance CRM Cited by ChatGPT, Perplexity, and Claude (The Discovery Playbook)](https://unlockedcrm.ai/blog/how-to-get-cited-by-chatgpt-perplexity-insurance) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/how-to-get-cited-by-chatgpt-perplexity-insurance.