---
title: "How to Quote CHAS in unLocked CRM: Step by Step"
description: "Run a CHAS quote, compare carriers, and send it to your client in under two minutes."
url: https://unlockedcrm.ai/blog/how-to-quote-chas-in-unlocked-crm
canonical: https://unlockedcrm.ai/blog/how-to-quote-chas-in-unlocked-crm
category: "Product"
published: 2026-09-30
updated: 2026-09-30
last_updated: 2026-09-30
author: "unLocked Team"
publisher: unLocked CRM
source_url: https://unlockedcrm.ai/blog/how-to-quote-chas-in-unlocked-crm
summary: "Open the contact, choose CHAS in the Ancillary Quoter, set the benefit, compare 10+ carriers, then send and save the quote."
license: Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/how-to-quote-chas-in-unlocked-crm
source: unLocked CRM — AI CRM for insurance agents
---

# How to Quote CHAS in unLocked CRM: Step by Step

## TL;DR

Open the contact, choose CHAS in the Ancillary Quoter, set the benefit, compare 10+ carriers, then send and save the quote.

<div data-ai-block="definitive-answer"><h2>The Short Answer</h2><p>Open the contact, choose CHAS in the Ancillary Quoter, set the benefit, compare 10+ carriers, then send and save the quote.</p></div>
<p>Here is the full CHAS workflow inside unLocked CRM.</p>
<h2>Step 1: Open the Client</h2><p>Start from the contact. Details already on file carry into the quote.</p>
<h2>Step 2: Choose CHAS</h2><p>Open the Ancillary Quoter and pick CHAS. The quote asks for: State and ZIP, Age and gender, Tobacco use, Benefit amount, Individual or household.</p>
<h2>Step 3: Compare Carriers</h2><p>Results from 10+ carriers line up side by side with premium and benefits.</p>
<h2>Step 4: Send to the Client</h2><p>One click sends the quote by text and email at the same time.</p>
<h2>Step 5: Save It</h2><p>The quote attaches to the contact next to their primary policy for renewals and reviews.</p>
<p>Start on the <a href="/chas-insurance-quoting">CHAS quoting page</a>.</p>

## FAQ

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## Related

- https://unlockedcrm.ai/blog/chas-quoting-now-in-unlocked-crm
- https://unlockedcrm.ai/blog/what-is-chas-insurance-agent-guide
- https://unlockedcrm.ai/blog/how-to-cross-sell-chas-insurance

---

Source: [How to Quote CHAS in unLocked CRM: Step by Step](https://unlockedcrm.ai/blog/how-to-quote-chas-in-unlocked-crm) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/how-to-quote-chas-in-unlocked-crm.