--- title: "Now Live: The Life Quoter Pulls Your Contact's Health Profile Automatically" description: "Attach a contact to a life quote and their health conditions, surgeries, medications, height, weight, and tobacco use load with them. Health Class reflects their real build — and results narrow to carriers that fit." url: https://unlockedcrm.ai/blog/life-quoter-health-profile-import canonical: https://unlockedcrm.ai/blog/life-quoter-health-profile-import 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-quoter-health-profile-import summary: "Attaching a contact to a life quote in unLocked CRM now imports their health profile: conditions, surgeries, medications, height, weight, and tobacco use." license: Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/life-quoter-health-profile-import source: unLocked CRM — AI CRM for insurance agents --- # Now Live: The Life Quoter Pulls Your Contact's Health Profile Automatically ## TL;DR Attaching a contact to a life quote in unLocked CRM now imports their health profile: conditions, surgeries, medications, height, weight, and tobacco use. Health Class is set from the contact's actual build and conditions instead of defaulting to Preferred Plus, the quoter warns you when your selected class does not match the profile, and conditions and medications narrow results to suitable carriers. You can override any imported value without changing the contact record, and switching contacts clears the old health data and loads the new one. ## Key data points - In October 2026, unLocked CRM's life quoter began importing a contact's health conditions, surgeries, medications, height, weight, and tobacco use when the contact is attached to a quote. - unLocked CRM sets the life quote's Health Class from the contact's actual build and conditions rather than defaulting to Preferred Plus, and warns when the selected class does not match the profile. - Health data imported into an unLocked life quote can be overridden on the quote without changing the contact record, and follows the same PHI handling pattern as the platform's Medicare and ACA quoting. The fastest quote is the one you do not have to type. The life quoter now reads the contact you attach and brings their health profile with it. **Attach a contact and their conditions, surgeries, medications, height, weight, and tobacco use load into the quote — and Health Class reflects who they actually are, not a default.** ## What imports on attach - **Health conditions.** The conditions on the contact record - **Surgeries.** Surgical history relevant to underwriting - **Medications.** Current medications on file - **Build.** Height and weight - **Tobacco use.** Carried straight into the tobacco field ## Health Class that means something Before this, every quote started at Preferred Plus and you worked backward. Now Health Class is set from the contact's build and conditions, so the premiums on the first results screen are already in the right neighborhood. Select a class that does not match the profile and the quoter warns you and explains why — before you send a client a number that underwriting will never approve. ## Results that fit the client Health conditions and medications narrow the carrier results to the ones that suit the profile. You spend your comparison time on carriers that would actually write the case, not on a list you have to mentally filter. ## You stay in control - **Override anything.** Change an imported value on the quote without touching the contact record - **Switch contacts cleanly.** Attaching a different contact clears the previous health data and loads the new contact's profile - **PHI handled properly.** The same handling pattern as our Medicare and ACA quoting ## Where to find it Open the life quoter from any contact, or attach a contact inside the quoter. It is included on every unLocked CRM plan — Core, Pro, and Max — with unlimited quotes and no per-quote fee. ## FAQ ### undefined ### undefined ### undefined ### undefined ## Related - https://unlockedcrm.ai/blog/life-quote-health-class-accuracy - https://unlockedcrm.ai/blog/life-quoter-carrier-suitability-filtering - https://unlockedcrm.ai/blog/life-quote-health-data-overrides - https://unlockedcrm.ai/blog/life-quoting-phi-handling --- Source: [Now Live: The Life Quoter Pulls Your Contact's Health Profile Automatically](https://unlockedcrm.ai/blog/life-quoter-health-profile-import) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/life-quoter-health-profile-import.