---
title: "Send Branded Quote PDFs And Track Opens From Your AI Tool"
description: "Run live quotes and underwriting assessments, send branded quote PDFs by email or text on a schedule, and see when clients open them."
url: https://unlockedcrm.ai/blog/send-branded-quote-pdf-from-ai-tools
canonical: https://unlockedcrm.ai/blog/send-branded-quote-pdf-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/send-branded-quote-pdf-from-ai-tools
summary: "On Pro and Max, connected AI tools can run live quotes for life, Medicare Advantage, Part D, ACA, Medicare Supplement, dental-vision-hearing, and hospital indemnity, send them as branded PDFs by email…"
license: Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/send-branded-quote-pdf-from-ai-tools
source: unLocked CRM — AI CRM for insurance agents
---

# Send Branded Quote PDFs And Track Opens From Your AI Tool

## TL;DR

On Pro and Max, connected AI tools can run live quotes for life, Medicare Advantage, Part D, ACA, Medicare Supplement, dental-vision-hearing, and hospital indemnity, send them as branded PDFs by email or text, now or scheduled, and list quote opens. Underwriting assessments can be run, saved, and quoted from.

<p>Quoting through AI tools now goes all the way to the client's inbox.</p>
<h2>Live Quotes From Plain Details</h2>
<p>Life, Medicare Advantage, Part D, ACA, Medicare Supplement, dental-vision-hearing, and hospital indemnity.</p>
<h2>Manage Saved Quotes</h2>
<p>List by contact or workspace, save, file on a contact, favorite, add a note, change status, unfile, or delete.</p>
<h2>Send It Branded</h2>
<ul>
<li>Send as a branded PDF by email or text, now or scheduled.</li>
<li>Use saved wording per product and choose the mailbox.</li>
<li>Reschedule or cancel scheduled sends.</li>
<li>Get the PDF link without sending.</li>
<li>List quote opens to know when to follow up.</li>
</ul>
<h2>Underwriting</h2>
<p>Run and save an underwriting assessment, list assessments, quote from an assessment, and get a case report PDF link.</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>

## Related

- https://unlockedcrm.ai/blog/run-insurance-crm-from-ai-tools
- https://unlockedcrm.ai/blog/send-intake-booking-links-from-ai-tools
- https://unlockedcrm.ai/blog/quote-insurance-from-chatgpt-claude-grok-muse

---

Source: [Send Branded Quote PDFs And Track Opens From Your AI Tool](https://unlockedcrm.ai/blog/send-branded-quote-pdf-from-ai-tools) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/send-branded-quote-pdf-from-ai-tools.