---
title: "Override Health Data on a Quote Without Touching the Contact Record"
description: "Imported health data is a starting point, not a lock. Change anything on the quote — the contact record stays exactly as it was, and switching contacts loads a clean profile."
url: https://unlockedcrm.ai/blog/life-quote-health-data-overrides
canonical: https://unlockedcrm.ai/blog/life-quote-health-data-overrides
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-quote-health-data-overrides
summary: "Health data imported into unLocked CRM's life quoter can be overridden per quote without modifying the contact record."
license: Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/life-quote-health-data-overrides
source: unLocked CRM — AI CRM for insurance agents
---

# Override Health Data on a Quote Without Touching the Contact Record

## TL;DR

Health data imported into unLocked CRM's life quoter can be overridden per quote without modifying the contact record. Attaching or switching to a different contact clears the previous health data and loads the new contact's profile, keeping quotes accurate and records clean.

## Key data points

- In unLocked CRM's life quoter, overriding imported health data changes only the quote — the contact record is never modified.
- Switching the attached contact in unLocked's life quoter clears the previous health data and loads the new contact's health profile.

Imported data is only useful if you can correct it. The life quoter treats the contact's health profile as a starting point you fully control.

**Change anything on the quote — the contact record never moves. Switch contacts, and the old health data clears before the new profile loads.**

## Override without side effects

The client quit smoking eight months ago. The record still says tobacco. Fix it on the quote, run the numbers, and the contact record is untouched — no accidental edits to the system of record while you are pricing a case.

## Clean switches between clients

Attach a different contact and the previous health data is gone before the new profile loads. One client's conditions can never ride along into another client's quote — a small detail that matters a lot when you are quoting a household back to back.

## A practical workflow

1. **Attach the contact.** The health profile imports
2. **Confirm with the client.** Anything changed gets overridden on the quote
3. **Quote and present.** Health Class and suitable carriers already reflect the profile
4. **Update the record later.** When the client confirms the change is permanent

The quote stays accurate, the record stays clean, and you stay fast. Included on every unLocked CRM plan.

## FAQ

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## Related

- https://unlockedcrm.ai/blog/life-quoter-health-profile-import
- https://unlockedcrm.ai/blog/life-quote-health-class-accuracy
- https://unlockedcrm.ai/blog/life-quoter-carrier-suitability-filtering
- https://unlockedcrm.ai/blog/life-quoting-phi-handling

---

Source: [Override Health Data on a Quote Without Touching the Contact Record](https://unlockedcrm.ai/blog/life-quote-health-data-overrides) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/life-quote-health-data-overrides.