AI agents, voice, summaries, and prompts built on insurance data.
unLocked AI answers questions about your book, summarizes call and email history, drafts follow-up messages, builds automations from a plain-English description, and reads plan documents. It works on your live CRM data, not a generic model with no context.
Pick a script from the AI voice library or write your own, attach a contact list, set calling hours, and launch. The agent dials, qualifies, books appointments on your calendar, and hands live transfers to a licensed producer.
Open Automations → Build with AI and describe the workflow you want, such as "text new ACA leads within two minutes, then email a plan comparison the next morning." The builder returns a full trigger-condition-action workflow you can review, edit, and publish.