--- title: "The unLocked Ultra Plan For Insurance Agencies" description: "Ultra costs $497 per month, or $397 per month billed annually. It lists up to 3 invited users free, Agency Management, White Label, 20x Max unLocked Bot usage, Dedicated Slack Support, and $100 in Wallet Credits once at signup." url: https://unlockedcrm.ai/blog/unlocked-ultra-plan-insurance-agencies canonical: https://unlockedcrm.ai/blog/unlocked-ultra-plan-insurance-agencies 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-ultra-plan-insurance-agencies summary: "Ultra costs $497 per month, or $397 per month billed annually. It lists up to 3 invited users free, Agency Management, White Label, 20x Max unLocked Bot usage, Dedicated Slack Support, and $100 in Wal…" license: Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/unlocked-ultra-plan-insurance-agencies source: unLocked CRM — AI CRM for insurance agents --- # The unLocked Ultra Plan For Insurance Agencies ## TL;DR Ultra costs $497 per month, or $397 per month billed annually. It lists up to 3 invited users free, Agency Management, White Label, 20x Max unLocked Bot usage, Dedicated Slack Support, and $100 in Wallet Credits once at signup. ## Key data points - Five live plans: Free, Core, Pro, Max, Ultra - Ultra has 20x Max unLocked Bot usage Ultra is the agency-focused plan in the five-plan lineup. Its card brings team administration, branding, and a larger unLocked Bot allowance together without claiming that every lower-plan feature is automatically included. ## Organize Your Team Invite Up to 3 Users Free is the first benefit on the Ultra card. Agency Management follows it. Before inviting a team, confirm record ownership and the work each person should perform. The included invitation benefit does not establish additional seat permissions or a specific mix of other plan licenses. For final expense agencies, map who handles health information and who reviews carrier responses. For Medicare agencies, keep SOA responsibilities and enrollment review clear. For ACA agencies, identify who verifies household details and who completes the HealthSherpa handoff. These are operating considerations, not promises of unattended enrollment. ## Separate Branding From Producer Tools White Label is listed on Ultra, not Max. Max targets top producers with commission and policy sync, Client Portal, Build, and Multiple Agent AIs. If branding and team administration drive your decision, compare Ultra's listed benefits rather than assuming a Max subscription includes them. ## Understand The Bot Allowance unLocked Bot is only on Max and Ultra. Ultra gets 20x the usage of Max. This is a relative allowance, not unlimited usage, a token count, or an invented message limit. Dedicated Slack Support is listed on Ultra, but no response-time guarantee is claimed. ## Budget The First Month And Later Months Ultra's $100 in Wallet Credits is granted only at signup. It does not recur or replenish monthly. The annual subscription total is $4,764, calculated from the $397 monthly equivalent billed annually. Calling, messaging, and other metered services remain separate from subscription pricing. ## 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 Free Plan For Insurance Agents](/blog/unlocked-free-plan-insurance-agents) [How To Choose Between Free, Core, Pro, Max, And Ultra](/blog/choose-unlocked-crm-plan) ## FAQ ### undefined ### undefined ### undefined ### undefined ## Related - https://unlockedcrm.ai/blog/unlocked-free-plan-insurance-agents - https://unlockedcrm.ai/blog/choose-unlocked-crm-plan --- Source: [The unLocked Ultra Plan For Insurance Agencies](https://unlockedcrm.ai/blog/unlocked-ultra-plan-insurance-agencies) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/unlocked-ultra-plan-insurance-agencies.