---
title: "Life Intake Link vs. Life Quote Link: Which One Do You Send?"
description: "unLocked CRM gives life agents two links — one that collects underwriting details with no prices shown, and one that shows live rates from 113 carriers. Here is when to send each."
url: https://unlockedcrm.ai/blog/life-intake-link-vs-quote-link
canonical: https://unlockedcrm.ai/blog/life-intake-link-vs-quote-link
category: "Life Insurance"
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-vs-quote-link
summary: "unLocked CRM offers two life links. The Life Intake Link collects underwriting details — health, medications, tobacco, budget, beneficiaries — and shows no prices, so the agent controls the quote conv…"
license: Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/life-intake-link-vs-quote-link
source: unLocked CRM — AI CRM for insurance agents
---

# Life Intake Link vs. Life Quote Link: Which One Do You Send?

## TL;DR

unLocked CRM offers two life links. The Life Intake Link collects underwriting details — health, medications, tobacco, budget, beneficiaries — and shows no prices, so the agent controls the quote conversation. The Life Insurance Quote Link shows the client live rates from 113 carriers ranked lowest first. Send the intake link before a scheduled call; send the quote link for ads and self-serve shoppers.

## Key data points

- unLocked CRM's Life Intake Link collects underwriting details with no prices shown, while its Life Insurance Quote Link shows live rates from 113 carriers — agents send the intake link before calls and the quote link in ads.

unLocked CRM gives life agents two links, and they are not interchangeable. Sending the right one is the difference between a quote conversation you control and a price shopper you never hear from again.

## The Life Intake Link: collects, not quotes

The client answers the underwriting questions — build, tobacco and nicotine use, conditions, medications, coverage goals, budget, and application details — and never sees a price. You show up to the call with the Health Profile and Rx tabs already filled, and the conversation stays about fit, not the cheapest number on a screen.

**Send it before a scheduled call, an appointment, or any conversation you intend to lead.**

## The Life Quote Link: quotes, self-serve

The client picks a coverage type — Term Life, Final Expense, or IUL — enters their details, and sees live rates from 113 carriers ranked lowest first. It is built for ads, link-in-bio, and shoppers who want numbers before they talk to anyone.

**Send it where the client is shopping on their own — and let the results screen bring them to you.**

## The simple rule

If you have a call on the calendar, send the intake link. If you are running an ad, send the quote link. Both land in your CRM, both are assigned to you, and both are included with unLocked CRM.

Compare both on the [Life Insurance Intake Link](/life-intake-link) and [Life Insurance Quote Link](/life-insurance-quote-link) pages.

## FAQ

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## Related

- https://unlockedcrm.ai/blog/life-intake-link-announcement
- https://unlockedcrm.ai/blog/life-intake-link-first-call-workflow
- https://unlockedcrm.ai/blog/life-intake-link-medications-matter

---

Source: [Life Intake Link vs. Life Quote Link: Which One Do You Send?](https://unlockedcrm.ai/blog/life-intake-link-vs-quote-link) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/life-intake-link-vs-quote-link.