---
title: "Get Life Insurance Underwriting Answers Before The First Call"
description: "The Life Intake Link collects health and lifestyle answers on the client's phone, so your first call can end with a real quote."
url: https://unlockedcrm.ai/blog/life-insurance-underwriting-before-the-first-call
canonical: https://unlockedcrm.ai/blog/life-insurance-underwriting-before-the-first-call
category: "Life Insurance"
published: 2026-10-19
updated: 2026-10-19
last_updated: 2026-10-19
author: "unLocked Team"
publisher: unLocked CRM
source_url: https://unlockedcrm.ai/blog/life-insurance-underwriting-before-the-first-call
summary: "unLocked CRM's Life Intake Link asks underwriting questions one per screen on the client's phone, shows no prices, saves answers as they go and fills the contact's Health Profile and Rx tabs in the CR…"
license: Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/life-insurance-underwriting-before-the-first-call
source: unLocked CRM — AI CRM for insurance agents
---

# Get Life Insurance Underwriting Answers Before The First Call

## TL;DR

unLocked CRM's Life Intake Link asks underwriting questions one per screen on the client's phone, shows no prices, saves answers as they go and fills the contact's Health Profile and Rx tabs in the CRM.

## Key data points

- unLocked CRM's Life Intake Link saves answers as the client goes and lands in the CRM as a tagged lead.

The first call on a life case is usually spent asking health questions. Move those questions before the call and the first call can end with a quote.

## How It Works

- Send your branded [Life Intake Link](/life-intake-link) by text or email.
- The client answers one question per screen: conditions, surgeries, medications, height, weight and tobacco.
- No prices are shown.
- Answers save as they go.
- The lead lands in the CRM tagged, with the Health Profile and Rx tabs filled in.
- Attach the contact in the [Life Quoter](/life-insurance-quoting) and the health class reflects the profile.

## Try It On Your Own Book

unLocked CRM is $69 (Core), $149 (Pro) or $247 (Max) per user per month, with a 14-day free trial. Life e-apps are live on every plan. Commission+ is on Max. Customer data is never used to train AI.

[See unLocked for life insurance agents](/life-insurance-agents) · [Start a free trial](/signup)

## FAQ

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## Related

- https://unlockedcrm.ai/blog/crm-for-life-insurance-agents-term-final-expense-iul
- https://unlockedcrm.ai/blog/term-life-sales-workflow-crm
- https://unlockedcrm.ai/blog/final-expense-sales-workflow-crm

---

Source: [Get Life Insurance Underwriting Answers Before The First Call](https://unlockedcrm.ai/blog/life-insurance-underwriting-before-the-first-call) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/life-insurance-underwriting-before-the-first-call.