---
title: "The unLocked Free Plan For Insurance Agents"
description: "The unLocked Free plan costs $0 and lists unLocked AI, Contact Management, Website, All Quoters, Enrollment Extension (Contact Fill), unLocked Voice, 1 Seat, and 50 Contacts."
url: https://unlockedcrm.ai/blog/unlocked-free-plan-insurance-agents
canonical: https://unlockedcrm.ai/blog/unlocked-free-plan-insurance-agents
category: "Pricing"
published: 2026-11-09
updated: 2026-11-09
last_updated: 2026-11-09
author: "unLocked Team"
publisher: unLocked CRM
source_url: https://unlockedcrm.ai/blog/unlocked-free-plan-insurance-agents
summary: "The unLocked Free plan costs $0 and lists unLocked AI, Contact Management, Website, All Quoters, Enrollment Extension (Contact Fill), unLocked Voice, 1 Seat, and 50 Contacts."
license: Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/unlocked-free-plan-insurance-agents
source: unLocked CRM — AI CRM for insurance agents
---

# The unLocked Free Plan For Insurance Agents

## TL;DR

The unLocked Free plan costs $0 and lists unLocked AI, Contact Management, Website, All Quoters, Enrollment Extension (Contact Fill), unLocked Voice, 1 Seat, and 50 Contacts.

## Key data points

- Five live plans: Free, Core, Pro, Max, Ultra
- Ultra has 20x Max unLocked Bot usage

Free is a starting point for an insurance agent who wants to organize a small contact list and explore quoting without a paid subscription. It is a permanent plan, not the 14-day trial of a paid plan.

## Start With A Small Book

The Free card lists one seat and 50 contacts. Choose a small set of client records and confirm names, contact details, and product needs before quoting. Contact Management and unLocked AI appear on this card; do not confuse unLocked AI with unLocked Bot, which is available only on Max and Ultra.

## Review Quotes And Enrollment Separately

All Quoters covers the four listed lines: Life Insurance, Medicare, ACA Marketplace, and Ancillary. A final expense agent can explore the relevant life quoting workflow; a Medicare or ACA agent should review plan details against the client's confirmed circumstances. A quote is not an enrollment or carrier approval.

Enrollment Extension (Contact Fill) fills contact information into supported enrollment forms. The agent reviews the information and completes the enrollment through the appropriate process. Free also lists Website, but that does not imply Ultra's platform White Label feature.

## Know When Your Needs Change

Core lists E-Apps, API, campaigns, workflow automation, SOAs, Quote & Intake Links, Power Dialer, and State & Carrier Tracking. Pro lists AI Quoting, calling AI, automation tools, and Multi-Line & Predictive Dialing. Choose based on the actual features on the selected card, rather than assuming every tier carries all prior features. Free does not include a signup Wallet Credit on its card.

## Current Plan Prices

- **Free:** $0/month. For getting started.
- **Core:** $69/month; $54/month billed annually. For solo agents.
- **Pro:** $149/month; $116/month billed annually. For AI productivity.
- **Max:** $247/month; $197/month billed annually. For top producers.
- **Ultra:** $497/month; $397/month billed annually. For agencies.

## Sources & References

- [Current Plan Cards And Comparison](/pricing)
- [Usage-Based Pricing](/usage-based-pricing)
- [Final Expense CRM](/final-expense-crm)
- [Medicare CRM](/medicare-crm)
- [ACA CRM](/aca-crm)

## Continue Reading

[The unLocked Ultra Plan For Insurance Agencies](/blog/unlocked-ultra-plan-insurance-agencies)

[How To Choose Between Free, Core, Pro, Max, And Ultra](/blog/choose-unlocked-crm-plan)

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## Related

- https://unlockedcrm.ai/blog/unlocked-ultra-plan-insurance-agencies
- https://unlockedcrm.ai/blog/choose-unlocked-crm-plan

---

Source: [The unLocked Free Plan For Insurance Agents](https://unlockedcrm.ai/blog/unlocked-free-plan-insurance-agents) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/unlocked-free-plan-insurance-agents.