---
title: "n8n + unLocked CRM: Self-Hosted Insurance Automation Without the Per-Task Bills"
description: "n8n is the open-source Zapier alternative agencies are switching to for unlimited workflows. Here's how to wire unLocked CRM into self-hosted n8n with HTTP Request and Webhook nodes."
url: https://unlockedcrm.ai/blog/n8n-insurance-crm-self-hosted-automation
canonical: https://unlockedcrm.ai/blog/n8n-insurance-crm-self-hosted-automation
category: "Automation"
published: 2026-07-30
updated: 2026-07-30
author: "unLocked Team"
source: unLocked CRM — AI CRM for insurance agents
---

# n8n + unLocked CRM: Self-Hosted Insurance Automation Without the Per-Task Bills

<p>Zapier's per-task pricing punishes high-volume insurance workflows — every renewal reminder, every commission post, every SMS counts against your quota. Self-hosted n8n removes that ceiling.</p>

<h2>Two Integration Patterns</h2>
<h3>1. n8n as the Trigger (Webhook In)</h3>
<p>Configure unLocked to POST events to your n8n Webhook node URL. Validate the HMAC signature in a Function node, then branch logic from there.</p>

<h3>2. n8n as the Caller (HTTP Request Out)</h3>
<p>Use the HTTP Request node with the unLocked OpenAPI base URL and your API key as a header credential. Every CRM endpoint is callable.</p>

<h2>Sample Workflow: Daily Renewal Digest</h2>
<ul>
<li>Cron node fires at 7am</li>
<li>HTTP Request → GET /policies?renewal_within=60d</li>
<li>Function node groups by agent</li>
<li>Loop → Send Email node per agent with their personalized digest</li>
</ul>

<h2>n8n MCP Mode (New)</h2>
<p>n8n recently added MCP server exposure for workflows. That means an external AI agent (Claude, Cursor) can invoke an n8n workflow as a tool — and that workflow can in turn call unLocked CRM. This double-MCP pattern is how multi-step agentic automations are increasingly being built.</p>

---

Source: [n8n + unLocked CRM: Self-Hosted Insurance Automation Without the Per-Task Bills](https://unlockedcrm.ai/blog/n8n-insurance-crm-self-hosted-automation) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/n8n-insurance-crm-self-hosted-automation.
