---
title: "Quote Insurance From ChatGPT, Claude, Grok, Muse, And Dots"
description: "Agents on Pro and Max can now run live insurance quotes from the AI tools they already use. Save the quote to the client record and send it to the client without opening unLocked."
url: https://unlockedcrm.ai/blog/quote-insurance-from-chatgpt-claude-grok-muse
canonical: https://unlockedcrm.ai/blog/quote-insurance-from-chatgpt-claude-grok-muse
category: "Product"
published: 2026-10-01
updated: 2026-10-01
last_updated: 2026-10-01
author: "unLocked Team"
publisher: unLocked CRM
source_url: https://unlockedcrm.ai/blog/quote-insurance-from-chatgpt-claude-grok-muse
summary: "unLocked CRM now supports quoting through connected AI tools and the unLocked API on the Pro ($149/mo) and Max ($247/mo) plans."
license: Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/quote-insurance-from-chatgpt-claude-grok-muse
source: unLocked CRM — AI CRM for insurance agents
---

# Quote Insurance From ChatGPT, Claude, Grok, Muse, And Dots

## TL;DR

unLocked CRM now supports quoting through connected AI tools and the unLocked API on the Pro ($149/mo) and Max ($247/mo) plans. From Claude, ChatGPT, ChatGPT dots, Grok, Grok Bots, or Muse AI, agents can run live quotes for Life and Final Expense, Medicare (Advantage, Supplement, and Part D), ACA and private health, and ancillary lines (CHAS, Dental/Vision/Hearing, Home Health Care, Hospital Indemnity, and Short Term Care), save the quote to the client record, and send it to the client. Starting the application from a quote is coming soon.

<p>Quoting used to mean opening the CRM, finding the client, choosing the product line, and entering the details. Now you can type or say what you need in the AI tool you already have open, and unLocked runs the quote.</p>
<h2>What You Can Do Today</h2>
<ul>
<li><strong>Run a live quote</strong> for Life and Final Expense, Medicare (Advantage, Supplement, and Part D), ACA and private health, and ancillary lines (CHAS, Dental/Vision/Hearing, Home Health Care, Hospital Indemnity, and Short Term Care).</li>
<li><strong>Save the quote</strong> to the client's record in unLocked, so it sits next to their policies and history.</li>
<li><strong>Send the quote to the client</strong> by text and email.</li>
</ul>
<p>Annuity quoting is not part of this release.</p>
<h2>Which AI Tools Work</h2>
<p>Claude, ChatGPT, ChatGPT dots, Grok, Grok Bots, and Muse AI. The same quoting is available directly through the unLocked API for teams building their own tools.</p>
<h2>An Example</h2>
<blockquote>"Quote a 20-year, $250,000 term policy for Maria Lopez, 42, non-smoker in Ohio. Save the three lowest to her record and text them to her."</blockquote>
<p>The AI tool runs the quote through unLocked, saves it to Maria's record, and sends it. Your CRM stays the system of record.</p>
<h2>What Is Coming Next</h2>
<p>Starting the application from a selected quote, through the same E-App access you use in unLocked today, is coming soon.</p>
<h2>Plans</h2>
<p>Included on Pro and Max. <a href="/signup">Start a 14-day free trial</a> or read the <a href="/quote-from-ai-tools">full feature overview</a>.</p>

## FAQ

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## Related

- https://unlockedcrm.ai/blog/insurance-quoting-api-for-agents
- https://unlockedcrm.ai/blog/ai-tool-quoting-workflows-insurance-agents
- https://unlockedcrm.ai/blog/send-insurance-quote-from-ai-assistant
- https://unlockedcrm.ai/blog/ai-tool-quoting-guardrails-insurance

---

Source: [Quote Insurance From ChatGPT, Claude, Grok, Muse, And Dots](https://unlockedcrm.ai/blog/quote-insurance-from-chatgpt-claude-grok-muse) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/quote-insurance-from-chatgpt-claude-grok-muse.