---
title: "A Term Life Sales Workflow That Keeps Up With Your Leads"
description: "Term is a speed game. Here is how to go from a new mortgage protection or internet lead to a submitted e-app without switching tools."
url: https://unlockedcrm.ai/blog/term-life-sales-workflow-crm
canonical: https://unlockedcrm.ai/blog/term-life-sales-workflow-crm
category: "Life Insurance"
published: 2026-10-19
updated: 2026-10-19
last_updated: 2026-10-19
author: "unLocked Team"
publisher: unLocked CRM
source_url: https://unlockedcrm.ai/blog/term-life-sales-workflow-crm
summary: "In unLocked CRM, a term lead can get an intake link by text, be quoted across 113 life and annuity carriers with its health profile applied, and be submitted through a life e-app from the same record."
license: Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/term-life-sales-workflow-crm
source: unLocked CRM — AI CRM for insurance agents
---

# A Term Life Sales Workflow That Keeps Up With Your Leads

## TL;DR

In unLocked CRM, a term lead can get an intake link by text, be quoted across 113 life and annuity carriers with its health profile applied, and be submitted through a life e-app from the same record.

## Key data points

- unLocked CRM lets term life agents send a Life Intake Link so underwriting answers arrive before the first call.

Term buyers, especially mortgage protection leads, compare quickly and decide quickly. The agent who calls first with an accurate price usually wins.

## The Workflow

- **Instant follow-up.** New leads get an automated text and email with your [Life Intake Link](/life-intake-link).
- **Underwriting in hand.** Height, weight, tobacco, conditions and medications are on the record before you dial.
- **Accurate first quote.** The [Life Quoter](/life-insurance-quoting) applies the health profile, so the health class you quote is the one the client is likely to get.
- **Send the quote.** One click sends a branded quote PDF to the client by text and email.
- **Submit.** Start the [life e-app](/documents-eapps) from the same record.

## Why It Matters

Quoting Preferred to a client who will come back Standard is how term cases fall apart. Starting with real underwriting answers keeps the price you quote close to the price that issues.

## Try It On Your Own Book

unLocked CRM is $69 (Core), $149 (Pro) or $247 (Max) per user per month, with a 14-day free trial. Life e-apps are live on every plan. Commission+ is on Max. Customer data is never used to train AI.

[See unLocked for life insurance agents](/life-insurance-agents) · [Start a free trial](/signup)

## FAQ

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## Related

- https://unlockedcrm.ai/blog/crm-for-life-insurance-agents-term-final-expense-iul
- https://unlockedcrm.ai/blog/life-insurance-underwriting-before-the-first-call

---

Source: [A Term Life Sales Workflow That Keeps Up With Your Leads](https://unlockedcrm.ai/blog/term-life-sales-workflow-crm) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/term-life-sales-workflow-crm.