--- title: "unLocked CRM Max — The Complete Guide to the Autonomous Edition" description: "The Max plan unlocks Build, AI Website Builder, AI Agents, Client Portal, White Label, and Multiple Agent AIs at $247/mo. Here's the complete breakdown of what you get and who it's for." url: https://unlockedcrm.ai/blog/unlocked-crm-max-plan-complete-guide canonical: https://unlockedcrm.ai/blog/unlocked-crm-max-plan-complete-guide category: "Max Plan" published: 2026-04-16 author: "Jacob Lock" source: unLocked CRM — AI CRM for insurance agents --- # unLocked CRM Max — The Complete Guide to the Autonomous Edition ## TL;DR unLocked CRM Max ($247/mo) includes everything in Pro plus Build, AI Website Builder, AI Agents (4 personas + custom), Multiple Agent AIs, Client Portal, White Label, unLocked AI v2, Priority Support, and $50 in SMS/calling credits. It replaces ~$2,050/mo in standalone tools (VA, web designer, client portal SaaS, white-label vendor) and is built for solo producers writing $500K+ AP, agencies with 5–25 producers, and IMOs/FMOs. ## Key data points - $247/mo Max plan ($197/mo annual) - $50 in free SMS & calling credits, never expire - Replaces ~$2,050/mo in standalone tools - Includes 4 AI agents + custom agents via MCP & AUX unLocked CRM Max is the autonomous edition of the platform — every Pro feature plus the tools that turn the CRM into a self-running operation. At **$247/mo** ($197/mo annual), it's positioned for serious producers, agencies, and IMOs who want infrastructure, not just software. ## What's Included in Max (Beyond Pro) **Build** — Create any feature, dashboard, or internal tool in plain English. No code, no developers, no waiting on a roadmap. **AI Website Builder** — Generate a fully designed, SEO-optimized agency website connected to your CRM in under 60 seconds. **AI Agents (Pre-built & Custom)** — Four virtual employees (Revenue, Lead, Retention, Enrollment) plus the ability to create custom agents using MCP and AUX frameworks. **Multiple Agent AIs** — Run multiple outbound voice agents simultaneously, each handling different campaigns or product lines. **Client Portal** — A branded self-service hub where clients view policies, download docs, e-sign forms, and message you directly. **White Label** — Brand the entire platform as your own — custom domain, logo, colors, email sender. Your clients never see "unLocked". **unLocked AI v2 (Advanced Models)** — Access to the most capable AI models for every AI feature in the platform. **Priority Support** — Dedicated channels and faster response times. **$50 in SMS & Calling Credits** — Doubled vs Pro, and credits never expire. ## Who Max Is Built For | Segment | Why Max Fits | | --- | --- | | Solo producers writing $500K+ AP/year | The AI Agents alone replace a $1,200/mo VA | | Agencies with 5–25 producers | Build + Client Portal + White Label = a turnkey agency stack | | IMOs/FMOs recruiting downlines | White-label every downline; deploy multiple Agent AIs across teams | | Agency owners building exit value | White-label + Build + Client Portal = a defensible technology asset | ## What Max Is NOT For If you're a brand-new agent writing your first 50 policies, Max is overkill — start on Core ($69/mo) or Pro ($149/mo) and upgrade when you outgrow it. Max is designed for operators who already understand their business and want to compress the next 12 months of growth into 3. ## The Math at $247/mo A typical agency replacing standalone tools with Max sees: - **VA replacement:** $1,200/mo → $0 (AI Agents handle the work) - **Web designer/host:** $200/mo → $0 (AI Website Builder) - **Client portal SaaS:** $150/mo → $0 (built in) - **White-label CRM vendor:** $500/mo → $0 (included) That's **$2,050/mo in replaced costs** for $247/mo — a **$1,803/mo net savings** before counting the time recovered. ## How to Decide If three or more of these are true, Max pays for itself in month one: 1. You spend more than 3 hrs/week on routine client requests 2. You've quoted a web designer in the last 6 months 3. You've considered hiring a VA 4. You manage agents under you (downline, sub-accounts, IMO) 5. You want your brand front-and-center on every client touchpoint ## Bottom Line Max isn't a CRM upgrade — it's an operations upgrade. You're not paying for more features; you're paying for the infrastructure that lets one person run what used to require a team. ## FAQ ### undefined ### undefined ### undefined ### undefined ## Related - https://unlockedcrm.ai/blog/is-unlocked-max-worth-it-roi-breakdown - https://unlockedcrm.ai/blog/max-plan-vs-pro-plan-when-to-upgrade - https://unlockedcrm.ai/blog/max-plan-for-imo-fmo-agencies --- Source: [unLocked CRM Max — The Complete Guide to the Autonomous Edition](https://unlockedcrm.ai/blog/unlocked-crm-max-plan-complete-guide) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/unlocked-crm-max-plan-complete-guide.