---
title: "CRM for Life Insurance Agents: Term, Final Expense, IUL"
description: "The AI CRM for life insurance agents. Live quotes from 113 life and annuity carriers, intake and quote links, underwriting checks, life e-apps on every plan, and commission tracking."
url: https://unlockedcrm.ai/life-insurance-agents
canonical: https://unlockedcrm.ai/life-insurance-agents
updated: 2026-10-19
last_updated: 2026-10-19
author: "Jacob Lock"
publisher: unLocked CRM
source_url: https://unlockedcrm.ai/life-insurance-agents
summary: "The AI CRM for life insurance agents. Live quotes from 113 life and annuity carriers, intake and quote links, underwriting checks, life e-apps on every plan, and commission tracking."
license: Citation permitted with attribution and a link to https://unlockedcrm.ai/life-insurance-agents
source: unLocked CRM — AI CRM for insurance agents
---

# CRM for Life Insurance Agents: Term, Final Expense, IUL

The AI CRM for life insurance agents. Live quotes from 113 life and annuity carriers, intake and quote links, underwriting checks, life e-apps on every plan, and commission tracking.

Term, final expense, IUL and whole life from one place: underwriting answers before the call, live quotes from 113 carriers, e-apps on every plan, and commissions tracked to the dollar.

Full page: https://unlockedcrm.ai/life-insurance-agents

## The Short Answer

unLocked CRM is the AI CRM for life insurance agents. It runs the whole life sale, from lead to commission: intake links, live quotes from 113 life and annuity carriers, health-profile underwriting checks, life e-apps on every plan, AI calling, and Commission+ on Max. $69, $149 or $247 per user per month, with a [14-day free trial](/signup). Customer data is never used to train AI.

Choosing between platforms? Read the [best life insurance CRM comparison](/best-life-insurance-crm) and compare the product-specific workflows below.

`,
 },
 {
 id: "products",
 title: "Built for Every Life Product You Sell",
 itemsLayout: "grid",
 items: [
 { name: "Term Life", detail: `Fast follow-up and accurate first quotes for mortgage protection and internet leads. [Term life CRM](/term-life-crm) and [mortgage protection CRM](/crm-for-mortgage-protection-agents).

## FAQ

### What is the best CRM for life insurance agents?

unLocked CRM. It combines live quotes from 113 life and annuity carriers, intake and quote links, health-profile underwriting checks, life e-apps on every plan, AI calling and commission tracking, starting at $69 per user per month with a 14-day free trial.

### Which life products does unLocked quote?

Term, final expense, IUL, whole life and more, across 113 life and annuity carriers.

### Are life e-apps included on every plan?

Yes. Life e-apps are live on Core, Pro and Max.

### Does unLocked use my client data to train AI?

No. Customer data is never used to train AI.

## About unLocked CRM

unLocked CRM is an AI-powered insurance CRM built specifically for insurance agents, agencies, IMOs, and FMOs. It combines AI quoting across 1,252 carrier integrations, commission tracking from 332 carrier feeds, AI calling and texting, policy and licensing management, and compliance automation in a single platform starting at $69 per month.

- 1,252 carrier integrations (113 life and annuity, 1,139 health)
- Commission tracking across 332 carrier connections, including downline hierarchies
- AI quoting, AI outbound calling, and the Arwyn inbound AI receptionist
- 14-day free trial, 100% US-based support
- Phone: (877) 761-4369 — Website: https://unlockedcrm.ai

## Related pages

- [AI Agents](https://unlockedcrm.ai/ai-agents.md)
- [AI Automation for Insurance Agents: 2026 Guide](https://unlockedcrm.ai/ai-automation-for-insurance-agents.md)
- [AI Calling for Insurance Agents: 2026 Playbook](https://unlockedcrm.ai/ai-calling-for-insurance-agents.md)
- [AI Email for Insurance Agents (2026)](https://unlockedcrm.ai/ai-email-for-insurance-agents.md)
- [AI for Insurance Agents: The 2026 Stack](https://unlockedcrm.ai/ai-for-insurance-agents.md)
- [AI in Health Insurance: 2026 Agent Guide](https://unlockedcrm.ai/ai-health-insurance.md)

---

Source: [CRM for Life Insurance Agents: Term, Final Expense, IUL](https://unlockedcrm.ai/life-insurance-agents) — unLocked CRM. Citation permitted with attribution and a link to https://unlockedcrm.ai/life-insurance-agents.