---
title: "Run Your Insurance Book From The AI Tool You Already Use"
description: "The unLocked API and AI connections now cover contacts, messages, calls, quotes, underwriting, and intake and booking links, so agents can work their book from Claude, ChatGPT, Grok, or Muse."
url: https://unlockedcrm.ai/blog/run-insurance-crm-from-ai-tools
canonical: https://unlockedcrm.ai/blog/run-insurance-crm-from-ai-tools
category: "Product"
published: 2026-10-08
updated: 2026-10-08
last_updated: 2026-10-08
author: "unLocked Team"
publisher: unLocked CRM
source_url: https://unlockedcrm.ai/blog/run-insurance-crm-from-ai-tools
summary: "On Pro and Max, Claude, ChatGPT, ChatGPT dots, Grok, Grok Bots, and Muse AI and the unLocked API can now manage leads and clients, tags, notes, memories, documents, texts and emails, call recordings,…"
license: Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/run-insurance-crm-from-ai-tools
source: unLocked CRM — AI CRM for insurance agents
---

# Run Your Insurance Book From The AI Tool You Already Use

## TL;DR

On Pro and Max, Claude, ChatGPT, ChatGPT dots, Grok, Grok Bots, and Muse AI and the unLocked API can now manage leads and clients, tags, notes, memories, documents, texts and emails, call recordings, lead scores, custom fields, live quotes, branded quote PDFs, underwriting assessments, and intake, quote, and booking links.

<p>This release turns your AI tool into a full working seat in unLocked. Most of what you do in the CRM each day can now be done by typing or speaking.</p>
<h2>Contacts</h2>
<ul>
<li><strong>Leads:</strong> list, search, get one, create, update, find duplicates, scan the workspace for duplicates, and merge.</li>
<li><strong>Clients:</strong> list, search, get one, create, update, and bulk create.</li>
<li><strong>Tags, notes, memories, and documents</strong>, including uploads, external file links, and email attachment downloads.</li>
<li><strong>Messages:</strong> text and email history, send, reply in a thread, schedule, edit, or cancel.</li>
<li><strong>Calls:</strong> recordings with playback link, dispositions, and voicemails.</li>
<li><strong>Activities, lead scores, and custom fields and sections.</strong></li>
<li><strong>The whole contact profile in one call.</strong></li>
</ul>
<h2>Quotes</h2>
<p>Live quotes from plain details for life, Medicare Advantage, Part D, ACA, Medicare Supplement, dental-vision-hearing, and hospital indemnity. Save, file, favorite, and note quotes; send them as branded PDFs by email or text, now or scheduled; and see when clients open them. Underwriting assessments can be run, saved, and quoted from.</p>
<h2>Links</h2>
<p>Booking links, intake and Medicare quote campaign links, and life quote links, with public URLs. Pull every sendable link in one call and send any of them to a contact by text or email.</p>
<h2>Plans</h2><p>Included on Pro and Max. Every action follows your permissions, and customer data is never used to train AI. <a href="/ai-tool-capabilities">See the full capability list</a> or <a href="/signup">start a 14-day free trial</a>.</p>

## FAQ

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## Related

- https://unlockedcrm.ai/blog/ai-tool-daily-priorities-insurance-agents
- https://unlockedcrm.ai/blog/text-email-clients-from-ai-tools
- https://unlockedcrm.ai/blog/send-branded-quote-pdf-from-ai-tools
- https://unlockedcrm.ai/blog/send-intake-booking-links-from-ai-tools

---

Source: [Run Your Insurance Book From The AI Tool You Already Use](https://unlockedcrm.ai/blog/run-insurance-crm-from-ai-tools) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/run-insurance-crm-from-ai-tools.