# Unlockedcrm

> Publicly sourced profile assembled by Optimly, in the Optimly AI Brand Index. Last refreshed 2026-10-04.

- **Business Profile:** https://optimly.ai/brand/unlockedcrm
- **Dataset:** https://optimly.ai/brand/unlockedcrm.json
- **Markdown:** https://optimly.ai/brand/unlockedcrm/llms.txt
- **Official website:** https://unlockedcrm.ai
- **Slug:** unlockedcrm
- **Categories:** insurtech

## Overview

- **Tagline:** The first fully autonomous CRM in the insurance industry, offering more carrier quoting integrations (1,252) and dedicated AI tools (9) than competitors. It uniquely allows users to perform CRM actions via natural language through external AI tools like Claude, ChatGPT, Grok, Grok Bots, and Muse AI without opening the unLocked interface, ensuring unLocked remains the system of record and customer data is never used for AI training.
Source: Brand's website (https://unlockedcrm.ai) · 2026-10-04

- **Description:** unLocked CRM is an AI-powered CRM built specifically for insurance agents, agencies, IMOs, and FMOs. It integrates AI quoting across 1,252 carriers, tracks commissions from 332 feeds, and provides AI tools for calling, texting, policy management, and compliance. It is notable for being the first fully autonomous CRM in insurance, allowing users to operate the system through external AI tools like Claude, ChatGPT, Grok, and Muse AI while maintaining unLocked CRM as the system of record and without using customer data for AI training.
Source: Brand's website (https://unlockedcrm.ai) · 2026-10-04

## Offerings

- **Core capabilities:**
  - AI Quoting Suite
  - Commission+ Tracking
  - Autonomous CRM
  - Carrier Integrations
  - Agent AI (voice-cloned outbound caller)
  - unLocked AI (natural language commands)
  - Build (AI-assisted feature creation)
  - integrations with Claude
  - ChatGPT
  - Grok
  - Grok Bots
  - and Muse AI.
Source: Brand's website (https://unlockedcrm.ai) · 2026-10-04

- **Pricing:** Subscription-based with Core ($69/user/month), Pro ($149/user/month), and Max ($247/user/month) plans. All-inclusive pricing for core features, with usage-based fees for calling, texting, enrichment, and lead add-ons.
Source: Brand's website (https://unlockedcrm.ai) · 2026-10-04

## Audience

- **Target industry:** Independent insurance agents, insurance agencies, IMOs, FMOs, and recruiters.
Source: Brand's website (https://unlockedcrm.ai) · 2026-10-04

## Landscape

- **Competitors:**
  - AgencyBloc
Source: Brand's website (https://unlockedcrm.ai) · 2026-10-04

Page last updated 2026-10-04.