--- title: "Send to Contact: One-Click Quote Delivery via Text + Email (Now Live in unLocked)" description: "Every quote in unLocked CRM now has a Send to Contact button that delivers full quote details to your client via SMS and email simultaneously — in a single click. Built for speed-to-quote agencies." url: https://unlockedcrm.ai/blog/send-quote-to-contact-text-email-one-click canonical: https://unlockedcrm.ai/blog/send-quote-to-contact-text-email-one-click category: "Product Updates" published: 2026-01-15 updated: 2026-01-15 author: "unLocked Product Team" source: unLocked CRM — AI CRM for insurance agents --- # Send to Contact: One-Click Quote Delivery via Text + Email (Now Live in unLocked) ## TL;DR Every quote in unLocked CRM (Life, Health, Medicare, Annuity, P&C, ACA — all product lines) now includes a Send to Contact button that delivers the full quote summary to the client via both SMS and email simultaneously, in a single click. The text message includes a short link with carrier names, premiums, and a CTA to view; the email includes the branded PDF with full coverage details. Eliminates the manual copy/paste/attach workflow that used to take 4-6 minutes per quote. # Send to Contact: One-Click Quote Delivery via Text + Email **Shipped January 15, 2026.** Live in unLocked CRM today across all product lines. ## What's New Every quote in unLocked CRM now has a **Send to Contact** button. One click delivers the full quote details to your client via **SMS and email simultaneously** — no copy/paste, no attaching the PDF, no opening a separate email window. ## Why We Built It The old workflow looked like this: 1. Generate the quote 2. Download the PDF 3. Open your email client 4. Find the contact 5. Attach the PDF 6. Write a message 7. Send the email 8. Switch to your dialer/text app 9. Type a "your quote is ready" SMS 10. Send the text That's a **4-6 minute workflow** repeated 8-15 times a day per producer. At 12 quotes a day, that's an hour of pure clerical work. Our 1,247-agent benchmark confirmed it: speed-to-quote-delivery directly correlates with bind rate. So we collapsed it to **one click**. ## How It Works 1. **Open any quote** — Life, Health, Medicare, Annuity, P&C, ACA, Final Expense, Commercial 2. **Click "Send to Contact"** 3. **Review the AI-personalized SMS + email** (or just hit send) 4. Done. Both messages are dispatched simultaneously. The contact instantly receives: - **SMS** from your A2P 10DLC-registered agency number with a short link to the quote - **Email** from your verified sender domain with the **branded PDF** attached (uses your dynamic agency branding — logo, NPN, contact info) ## What's in the Default Templates ### SMS (auto-personalized) > Hi {FirstName}, your insurance quotes are ready. We compared {CarrierCount} carriers — premiums from ${LowPremium}/mo. View: {ShortLink}. Reply STOP to opt out. ### Email (branded PDF + summary) - Subject: "Your {ProductLine} quote from {AgencyName}" - Body: AI-personalized greeting + carrier comparison table + branded PDF attachment - Sender: your verified agency domain You can edit either before sending, or save your own custom defaults. ## Compliance Built In - **A2P 10DLC**: SMS sends through your registered agency brand and campaign — no compliance gymnastics - **TCPA**: Honors all consent flags and DNC scrubs — quote-send to non-consented contacts is blocked at the platform level - **Email deliverability**: Sends from your verified sender domain (not a generic relay) — preserves your sender reputation - **Audit log**: Every Send to Contact action is logged with timestamp, channel, recipient, and message content for 7 years ## Where to Find It The button appears on: - Every quote output in the AI Quoting Suite (8 product lines) - Every regular quoter (Life, Health, Medicare, Annuity) - The Policy Analyzer's recommendation panel - The Multi-Carrier Quote Comparison view - The Family Trees household quote summary Look for the **"Send to Contact"** button next to the existing **Download PDF** and **Save Quote** actions. ## What Agents Are Saying > "I used to do quotes at the kitchen table and email them when I got back to the office. Now I quote, hit Send to Contact, and they have it before I've packed up my laptop." — Medicare agent, Florida > "Cut my admin time by 45 minutes a day. I write 14-18 quotes a day. That's 14-18 fewer copy-paste-attach loops." — P&C agent, Texas ## Available Now Send to Contact is **live today** for all unLocked CRM customers on Core, Pro, Build, and Agency plans — no setup required. If you don't see the button on your quotes, refresh the app. If you're not a customer yet, [start a free trial](/get-started) and you'll have it from day one. ## FAQ ### undefined ### undefined ### undefined ### undefined ## Related - https://unlockedcrm.ai/blog/dynamic-pdf-branding-insurance-quotes - https://unlockedcrm.ai/blog/how-much-time-ai-saves-insurance-agent - https://unlockedcrm.ai/blog/top-10-insurance-crms-2026 --- Source: [Send to Contact: One-Click Quote Delivery via Text + Email (Now Live in unLocked)](https://unlockedcrm.ai/blog/send-quote-to-contact-text-email-one-click) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/send-quote-to-contact-text-email-one-click.