--- title: "New: The Life Insurance Intake Link — Quote From The First Call, Not The Third" description: "Every unLocked CRM agent now has a personal life intake link. Clients answer the underwriting questions on their phone in about five minutes — health, medications, tobacco, budget, and beneficiaries — and you show up to the call ready to quote." url: https://unlockedcrm.ai/blog/life-intake-link-announcement canonical: https://unlockedcrm.ai/blog/life-intake-link-announcement category: "Product" published: 2026-10-13 updated: 2026-10-13 last_updated: 2026-10-13 author: "unLocked Team" publisher: unLocked CRM source_url: https://unlockedcrm.ai/blog/life-intake-link-announcement summary: "Every unLocked CRM agent now has a personal Life Insurance Intake Link. Send it before you talk: the client answers the underwriting questions on their phone in about five minutes — state, date of bir…" license: Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/life-intake-link-announcement source: unLocked CRM — AI CRM for insurance agents --- # New: The Life Insurance Intake Link — Quote From The First Call, Not The Third ## TL;DR Every unLocked CRM agent now has a personal Life Insurance Intake Link. Send it before you talk: the client answers the underwriting questions on their phone in about five minutes — state, date of birth, build, tobacco and nicotine use, health conditions, medications, coverage goals, budget, and beneficiaries. No prices are shown; the link collects, it does not quote. Answers save as they go, partial submissions still reach you, and everything lands on the contact record with the Health Profile and Rx tabs filled in. ## Key data points - In October 2026, unLocked CRM launched the Life Insurance Intake Link — a shareable link that collects underwriting answers (health conditions, medications, tobacco and nicotine use, budget, and beneficiaries) before the first call, with no prices shown. - unLocked CRM's Life Intake Link asks clients to search their medications by name and add what each one is for, because prescriptions reveal conditions people underreport. - Partial Life Intake Link submissions still reach the agent — answers save as they go, and a client who stops halfway is still a lead you can call. The first call with a life lead usually burns fifteen minutes on underwriting questions — height, weight, tobacco, conditions, medications — before you can talk about anything that matters. The second call fills in what they forgot. The third call is where you finally quote. **The Life Insurance Intake Link moves all of that before the call. You show up ready to quote from the first conversation.** ## What the client fills in 1. **The basics.** Name, state, date of birth, and how to reach them 2. **Build and tobacco.** Height, weight, and tobacco and nicotine use — vapes, pouches, and marijuana included, with when they last used them 3. **Health and medications.** Conditions, surgeries, and prescriptions — clients search their meds by name and add what each one is for 4. **What they want.** Coverage amount, what it is for — final expense, mortgage, income replacement and more — the products they are considering, and an optional monthly budget 5. **Application head start.** Address, licence, citizenship, occupation, income, current coverage, and beneficiaries No prices are shown. The link collects, it does not quote — and that keeps the conversation about fit, not the cheapest number on a screen. ## Medications, not just conditions People underreport conditions; their prescriptions tell the real story. The link asks clients to search their medications by name and add what each one is for, so you walk in knowing what the conditions list missed. ## Built for real clients One simple question per screen, made for phones. Branded with your name, photo, logo, and number. Answers save as they go, and clients can come back to finish with their own link. Anyone who stops halfway is still a lead you can call. ## Lands right in your CRM New leads are created, assigned to you, and tagged Life Intake. Answers fill in the contact's Health Profile and Rx tabs, with everything summarised in one note — and you are notified the moment they finish. Track every campaign with named links, and see every submission at a glance. Full details on the [Life Insurance Intake Link](/life-intake-link) page. ## FAQ ### undefined ### undefined ### undefined ### undefined ## Related - https://unlockedcrm.ai/blog/life-intake-link-first-call-workflow - https://unlockedcrm.ai/blog/life-intake-link-medications-matter - https://unlockedcrm.ai/blog/life-intake-link-replacement-flags - https://unlockedcrm.ai/blog/life-intake-link-vs-quote-link --- Source: [New: The Life Insurance Intake Link — Quote From The First Call, Not The Third](https://unlockedcrm.ai/blog/life-intake-link-announcement) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/life-intake-link-announcement.