---
title: "Using Perplexity for Insurance Research — Grounded in Your CRM Data"
description: "Perplexity is becoming the default research tool for agents. Here's how to combine it with unLocked CRM for client-specific market intelligence."
url: https://unlockedcrm.ai/blog/perplexity-insurance-research-with-crm-context
canonical: https://unlockedcrm.ai/blog/perplexity-insurance-research-with-crm-context
category: "AI Features"
published: 2026-07-30
updated: 2026-07-30
author: "unLocked Team"
source: unLocked CRM — AI CRM for insurance agents
---

# Using Perplexity for Insurance Research — Grounded in Your CRM Data

<p>Perplexity excels at fresh, cited research — carrier rate changes, state DOI bulletins, CMS rule updates. Pair it with unLocked CRM and every research query becomes client-aware.</p>

<h2>The Pattern</h2>
<ol>
<li>Pull a client's profile from unLocked CRM (age, state, product, carrier).</li>
<li>Feed it into a Perplexity prompt: "What rate changes have been announced for [carrier] [product] in [state] in the last 90 days?"</li>
<li>Save Perplexity's cited answer back to the contact's timeline.</li>
</ol>

<p>Build it as a Custom GPT, a Make scenario, or a one-click button inside unLocked CRM's contact view. Either way, your renewal conversations get sharper overnight.</p>

---

Source: [Using Perplexity for Insurance Research — Grounded in Your CRM Data](https://unlockedcrm.ai/blog/perplexity-insurance-research-with-crm-context) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/perplexity-insurance-research-with-crm-context.