--- title: unLocked CRM Reviews meta_title: 'unLocked CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how unLocked CRM works for a business like yours. aggregate_rating: rating_value: 5.0 review_count: 3 scale: '5' date_modified: '2026-08-24' parent_category: name: Insurance url: https://www.g2.com/categories/insurance --- # unLocked CRM Reviews **Vendor:** unLocked CRM **Category:** [Insurance CRM Software](https://www.g2.com/categories/insurance-crm) **Average Rating:** 5.0/5.0 **Total Reviews:** 3 ## About unLocked CRM unLocked CRM is an AI CRM platform built exclusively for insurance distribution. It gives independent agents, agencies, and IMO/FMOs a single workspace that combines multi-carrier quoting, e-application submission, automated commission tracking, and an AI layer that can run CRM work end to end from a plain-English prompt. The platform supports life, health, Medicare, annuity, final expense, and ACA Marketplace sales. It was designed around insurance workflows from day one rather than adapted from a general-purpose CRM. Core capabilities: unLocked AI. A conversational interface across the entire CRM. Agents describe what they need — a quote, a follow-up sequence, a pipeline update, a summary of a client's history — and unLocked AI executes it, pulling context from contacts, email, calendar, and policy records. Available by text or voice, on desktop and in the field. Multi-Line Quoting. Natural-language quoting across 1,228 carriers and eight product lines: life, annuity, Medicare Advantage, Medicare Supplement, ACA, hospital indemnity, dental/vision/hearing, and final expense. Input client details by text, voice, uploaded PDF, or a photo of an existing policy and get side-by-side carrier comparisons in under two minutes. E-Applications. Submit applications directly from the CRM to 100+ life carriers and Medicare Supplement carriers, with built-in e-signature, so quote-to-submission happens without leaving the platform. Commission+. Ingests statements from 332 carrier feeds, reconciles expected versus received, flags missing payments, and calculates payroll across multi-level hierarchies with split and override tracking. Agency and IMO/FMO Management. Downline hierarchy, per-agent production and activity tracking, recruiting pipelines, book-of-business views, and compliance auditing for principals managing distributed teams. Purpose-Built AI Tools. Autonomous outbound calling with objection handling (Agent AI), a 24/7 inbound AI receptionist, underwriting pre-qualification, policy replacement analysis, lead scoring, and recruiting automation. Open AI Access via MCP. A secure MCP server connects Claude, ChatGPT, Cursor, or custom AI tools to your CRM with scoped permissions and approved actions, so teams can build on their own data. Insurance-Native Operations. Pre-configured pipelines, 463 ready-to-deploy templates, license and appointment management, and TCPA-compliant SMS and email marketing with AI send-time optimization. unLocked replaces the carrier portals, quoting tools, commission spreadsheets, and general-purpose CRMs that most insurance teams run separately today. Available in English and Spanish. ## unLocked CRM Reviews ### 1. unLocked is a "Savage" of a platform **Rating:** 5.0/5.0 stars **Reviewed by:** Eric S. | President, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** April 16, 2026 **What do you like best about unLocked CRM?** this platform is really next level for agents that want almost everything in one spot from prospecting to quoting to follow up. the carrier integration is very good and will continue to get better. The app performances will on the desktop but I still have to get used to the mobile app. The pricing is VERY competitive for the market compared to all the functions and Ai integrations. Support has been great. Pay for the Slack support; it's worth it! **What do you dislike about unLocked CRM?** Like any app, it’s not perfect, and I’m not a fan of the texting part. On the computer it just looks a bit weird, since we normally text exclusively on a handheld device, but it’s no biggie overall. **What problems is unLocked CRM solving and how is that benefiting you?** Unlocked eliminates the need to jump between multiple carriers and agent portals just to get a quote, and it streamlines how I send quotes to clients. Now I can review almost every carrier in one place and email quotes out in seconds. ### 2. From Setup to Quoting Business in Minutes **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** March 18, 2026 **What do you like best about unLocked CRM?** The AI voice feature lets the AI use my own voice when I’m connecting with clients, which feels much more personal. Between the AI and the automation, it really seems like the usual overhead and setup barrier that comes with most CRMs basically disappears. **What do you dislike about unLocked CRM?** It’s genuinely hard to find anything to dislike. The support is excellent, and everything I need to run my business is right there in one place. **What problems is unLocked CRM solving and how is that benefiting you?** With the automation for outreach and the overall simplicity of the product, I’m able to fill my pipeline so that when I get on the phone with a client, they’re qualified and genuinely interested—curious and ready to talk with me. ### 3. Fast A2P Clearing and Powerful Automation **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** March 18, 2026 **What do you like best about unLocked CRM?** Automation and A2P clearing time. AI is next level and intuitive. **What do you dislike about unLocked CRM?** More health related please, great on retail insurance side would like same features for health. **What problems is unLocked CRM solving and how is that benefiting you?** Time and follow up. - [View unLocked CRM pricing details and edition comparison](https://www.g2.com/products/unlocked-crm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-03+12%3A25%3A45+-0500&secure%5Bsession_id%5D=3083ced7-ba38-4a32-9214-4d93e576b70e&secure%5Btoken%5D=4d7ee5225e14b43845e4add5a991dda71b953424476f14e44025e4e9e6f65369&format=llm_user) ## unLocked CRM Features **Relationship Management - Insurance CRM** - Renewal Management - Client Communication Tools - Lead Tracking - Contact Management - Winbacks - Communication History - Activity Management - Reputation Management - Template Management - Interaction Tracking - Activity Tracking - Lead Management - Task Management - Email Management - Sales Pipeline Management - Workflow Management - Insurance Management **Follow up Automation - Insurance CRM** - Automated Follow-Ups - Marketing Campaigns **Document Management - Insurance CRM** - Documentation handling **Integrations & Reports - Insurance CRM** - Integrations - Reporting & Analytics **Additional Functionality** - Sales Reports - Customer Database - Email Templates - Alerts/Notifications - Mobile Access - Calendar/Reminder System - Task Scheduling - API - Access Controls/Permissions - Activity Dashboard - Data Import/Export - Customizable Reports - Forecasting - Generative AI - Marketing Automation - For Insurance Industry - AI Copilot - Quotes/Estimates - Lead Capture ## Top unLocked CRM Alternatives - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,324 reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - 4.1/5.0 (2,842 reviews) - [Vtiger All-In-One CRM](https://www.g2.com/products/vtiger-all-in-one-crm/reviews) - 4.3/5.0 (389 reviews)