unLocked CRM

unLocked CRM is an insurance-native platform that combines CRM, AI-powered quoting, commission tracking, licensing management, and a built-in power dialer into a single system — purpose-built for independent agents, agencies, IMOs, and FMOs.

The platform connects to 1,228+ carriers for real-time life, annuity, health, Medicare, and ancillary quoting, and tracks commissions across 332 carriers with automated reconciliation. Every workflow — from lead capture to policy placement to renewal — runs inside one login.

Key capabilities include:

• AI Quoting Suite — Compare rates across 1,228+ carriers and generate client-ready quotes instantly
• Commission+ — Track earned and pending commissions with carrier-level reconciliation
• Voice OS — Built-in power dialer with AI call summaries, voicemail drop, and local presence
• Campaigns & Automations — Trigger SMS, email, and task sequences based on policy events and client activity
• Licensing & Appointments — Monitor agent licenses, CE credits, and carrier appointments in real time
• AI Policy Analyzer — Upload and extract key terms from any insurance document
• Family Trees — Map household relationships to surface cross-sell opportunities

unLocked replaces the need for a separate CRM, quoting engine, commission tracker, phone system, and marketing platform — reducing tool sprawl and eliminating manual data entry.