---
title: "Life Insurance Quote Link Setup Guide For Agents"
description: "A short checklist to get your quote link live, shared, and followed up on — including the automation that texts the client the second a quote finishes."
url: https://unlockedcrm.ai/blog/life-quote-link-setup-guide
canonical: https://unlockedcrm.ai/blog/life-quote-link-setup-guide
category: "Guide"
published: 2026-09-16
updated: 2026-09-16
last_updated: 2026-09-16
author: "unLocked Team"
publisher: unLocked CRM
source_url: https://unlockedcrm.ai/blog/life-quote-link-setup-guide
summary: "Setup takes about fifteen minutes: confirm your agent profile and photo, copy the quote link, add it to your ads, signature, and website, then build one automation that texts and assigns every complet…"
license: Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/life-quote-link-setup-guide
source: unLocked CRM — AI CRM for insurance agents
---

# Life Insurance Quote Link Setup Guide For Agents

## TL;DR

Setup takes about fifteen minutes: confirm your agent profile and photo, copy the quote link, add it to your ads, signature, and website, then build one automation that texts and assigns every completed quote so nothing sits.

## Key data points

- Setting up a life insurance quote link in unLocked CRM takes roughly fifteen minutes, including the follow-up automation.
- Every completed quote-link submission creates a CRM contact that can trigger an automated text and task assignment.

Fifteen minutes, start to finish.

## 1. Fix your profile first

Your name and photo appear on every step of the quote page. Use a real headshot. This is the trust signal that separates your link from an aggregator.

## 2. Copy the link

Grab your quote link from the CRM. It is one URL you will reuse everywhere — no separate link per campaign unless you want separate tracking tags.

## 3. Put it in five places today

- Your ad destination URL
- Your email signature
- Your website button and link in bio
- A saved text template for aged leads
- A QR code for events and printed material

## 4. Build the follow-up automation

One automation, three actions:

1. **Text the client immediately** referencing their quote
2. **Assign a call task** to yourself
3. **Move the contact into your life pipeline** at the quoted stage

## 5. Text your aged list this week

Nothing reactivates a dead list faster than a message that offers a price instead of a meeting. Send it to everyone who ghosted you in the last twelve months.

## 6. Watch what finishes, not what clicks

Judge campaigns on completed quotes and placed policies. Clicks tell you nothing about intent.

Details on the [Life Insurance Quote Link](/life-insurance-quote-link) page, or start a [14-day free trial](/signup).

## FAQ

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## Related

- https://unlockedcrm.ai/blog/life-insurance-quote-link-announcement
- https://unlockedcrm.ai/blog/life-quote-link-in-facebook-ads
- https://unlockedcrm.ai/blog/life-quote-link-vs-lead-form

---

Source: [Life Insurance Quote Link Setup Guide For Agents](https://unlockedcrm.ai/blog/life-quote-link-setup-guide) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/life-quote-link-setup-guide.