---
title: "How To Send A Client A Quote From Your AI Assistant"
description: "Run the quote, save it to the record, and send it by text and email, all from ChatGPT, Claude, Grok, Muse, or dots."
url: https://unlockedcrm.ai/blog/send-insurance-quote-from-ai-assistant
canonical: https://unlockedcrm.ai/blog/send-insurance-quote-from-ai-assistant
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/send-insurance-quote-from-ai-assistant
summary: "On unLocked Pro and Max, a connected AI tool can run a quote, save it to the client record, and send it to the client by text and email. Agents review the quote before it goes out."
license: Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/send-insurance-quote-from-ai-assistant
source: unLocked CRM — AI CRM for insurance agents
---

# How To Send A Client A Quote From Your AI Assistant

## TL;DR

On unLocked Pro and Max, a connected AI tool can run a quote, save it to the client record, and send it to the client by text and email. Agents review the quote before it goes out.

<h2>Step 1: Connect Your AI Tool</h2>
<p>Connect Claude, ChatGPT, ChatGPT dots, Grok, Grok Bots, or Muse AI to your unLocked account. See the <a href="/integrations">Integrations page</a>.</p>
<h2>Step 2: Ask For The Quote</h2>
<p>Name the client and the coverage: "Quote Medicare Supplement Plan G for Robert Hayes."</p>
<h2>Step 3: Save It</h2>
<p>Ask the tool to save the quote to the client's record. It appears in unLocked next to their policies.</p>
<h2>Step 4: Send It</h2>
<p>Review the results, then ask the tool to send them to the client by text and email.</p>

## Related

- https://unlockedcrm.ai/blog/quote-insurance-from-chatgpt-claude-grok-muse
- https://unlockedcrm.ai/blog/ai-tool-quoting-workflows-insurance-agents

---

Source: [How To Send A Client A Quote From Your AI Assistant](https://unlockedcrm.ai/blog/send-insurance-quote-from-ai-assistant) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/send-insurance-quote-from-ai-assistant.