--- 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: '2026-06-22' parent\_category: name: Insurance url: https://www.g2.com/categories/insurance --- # unLocked CRM Reviews & Product Details Claimed ###### Profile Status This profile is currently managed by unLocked CRM but has limited features. Are you part of the unLocked CRM team? [Upgrade your plan](https://my.g2.com/unlocked-crm/upgrade?utm_campaign=s3&utm_medium=claim-popup&utm_source=g2) to enhance your branding and engage with visitors to your profile! unLocked CRM is a customer relationship management platform built exclusively for insurance distribution. It provides agents, agencies, and field marketing organizations (FMOs) with integrated multi-carrier quoting, automated commission tracking, and AI-driven workflow tools within a single workspace. The platform supports professionals selling life insurance, health insurance, Medicare, annuities, final expense, and ACA Marketplace products. Rather than adapting a general-purpose CRM for insurance, unLocked was designed around the specific operational requirements of insurance sales and servicing from inception. Core capabilities include: Multi-Line Quoting Engine. A natural-language interface that generates competitive quotes across 1,228 carriers spanning eight product lines: life, annuity, Medicare Advantage, Medicare Supplement, ACA, hospital indemnity, dental/vision/hearing, and final expense. Agents can input client details via text, voice, uploaded PDFs, or photos of existing policies to receive side-by-side carrier comparisons in under two minutes. Automated Commission Management (Commission+). Ingests commission statements from 332 carrier feeds, reconciles expected versus received payments, flags missing commissions, and calculates payroll across multi-level agency hierarchies with split and override tracking. Nine Purpose-Built AI Tools. Includes autonomous outbound calling with objection handling (Agent AI), a 24/7 inbound AI receptionist (Arwyn), underwriting pre-qualification, policy replacement risk analysis, lead scoring, recruiting automation, and natural-language CRM commands that execute multi-step tasks from a single prompt. Insurance-Native Operations. Pre-configured pipelines, 463 ready-to-deploy templates, license and appointment management, e-applications with built-in e-signature, and TCPA-compliant SMS and email marketing with AI send-time optimization. Voice OS. A hands-free assistant that enables agents to generate quotes, manage contacts, and execute CRM tasks through spoken commands while in the field or on calls. The platform is designed for independent agents, captive agents, agency principals, and FMOs managing distributed teams. It addresses fragmentation across carrier portals, manual commission reconciliation, and the operational overhead of managing multiple disconnected software tools. Available in English and Spanish. * * * Seller [unLocked CRM](https://www.g2.com/sellers/unlocked-crm) Discussions [unLocked CRM Community](https://www.g2.com/products/unlocked-crm/discuss) Languages Supported English, Spanish Overview by Jacob Lock Show More ## Pricing Pricing provided by unLocked CRM. ### Core $69.99 1 User Per Month ### Pro $149.99 1 User Per Month [ View More Pricing Information ](https://www.g2.com/products/unlocked-crm/pricing) ## Top-Rated Alternatives [ ![HubSpot Sales Hub](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "HubSpot Sales Hub") HubSpot Sales Hub 4.4/5(13,907) ](https://www.g2.com/products/hubspot-sales-hub/reviews) [ ![Zoho CRM](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Zoho CRM") Zoho CRM 4.1/5(2,947) ](https://www.g2.com/products/zoho-crm/reviews) [ ![Vtiger All-In-One CRM](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Vtiger All-In-One CRM") Vtiger All-In-One CRM 4.3/5(415) ](https://www.g2.com/products/vtiger-all-in-one-crm/reviews) [ View All Alternatives ](https://www.g2.com/products/unlocked-crm/competitors/alternatives) ## unLocked CRM Integrations (2) What do users say about integrations? Integration information sourced from real user reviews. [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Meta Audience Network ](https://www.g2.com/products/meta-audience-network/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") TikTok Ads ](https://www.g2.com/products/tiktok-ads/reviews) Show More ![Eric S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Eric S.") ES Eric S. President Small-Business (50 or fewer emp.) 4/16/2026 "unLocked is a "Savage" of a platform" 5/5 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! Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") AF Verified User in Financial Services Small-Business (50 or fewer emp.) 3/18/2026 "From Setup to Quoting Business in Minutes" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Verified User in Insurance](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Insurance") CI Verified User in Insurance Mid-Market (51-1000 emp.) 3/18/2026 "Fast A2P Clearing and Powerful Automation" 5/5 What do you like best about unLocked CRM? Automation and A2P clearing time. AI is next level and intuitive. Review collected by and hosted on G2.com. What do you dislike about unLocked CRM? More health related please, great on retail insurance side would like same features for health. Review collected by and hosted on G2.com. What problems is unLocked CRM solving and how is that benefiting you? Time and follow up. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ### There are not enough reviews of unLocked CRM for G2 to provide buying insight. Below are some alternatives with more reviews: [ 1 ![HubSpot Sales Hub Logo](https://images.g2crowd.com/uploads/product/hd_favicon/4197737e447f044e17be1a5ebb4ba193/hubspot-sales-hub.svg "HubSpot Sales Hub Logo") HubSpot Sales Hub 4.4 (13,907) Sales Hub is a modern sales software that helps teams build pipeline, accelerate deal velocity, and create stronger customer connections. Powered by HubSpot’s Smart CRM, it combines AI, automation, and insights in one easy-to-use platform, so reps can sell smarter and scale without added complexity. ](https://www.g2.com/products/hubspot-sales-hub/reviews "HubSpot Sales Hub")[ 2 ![Zoho CRM Logo](https://images.g2crowd.com/uploads/product/hd_favicon/27ab543b51f7ec2623c5b2613dcf73e2/zoho-crm.svg "Zoho CRM Logo") Zoho CRM 4.1 (2,947) Zoho CRM helps you to attract, retain, delight customers and grow your company into a customer-focused organization. ](https://www.g2.com/products/zoho-crm/reviews "Zoho CRM")[ 3 ![Vtiger All-In-One CRM Logo](https://images.g2crowd.com/uploads/product/hd_favicon/a2d86d62568770fda034ac56c6e7b87b/vtiger-all-in-one-crm.svg "Vtiger All-In-One CRM Logo") Vtiger All-In-One CRM 4.3 (415) Vtiger All-In-One CRM truly delivers tons of features at low cost. Vtiger manages everything from marketing campaigns, to sales force automation, to customer support. ](https://www.g2.com/products/vtiger-all-in-one-crm/reviews "Vtiger All-In-One CRM")[ 4 ![AgencyZoom Logo](https://images.g2crowd.com/uploads/product/hd_favicon/bbb16da3ceba36f13a603bce0de7796b/vertafore-agencyzoom.svg "AgencyZoom Logo") AgencyZoom 4.6 (222) Boost Sales + Increase Retention with AgencyZoom - the revolutionary sales management tool built especially for insurance agencies. ](https://www.g2.com/products/vertafore-agencyzoom/reviews "AgencyZoom")[ 5 ![Salesmate Logo](https://images.g2crowd.com/uploads/product/hd_favicon/9b003a7aff5acc0b22ea1ca0dd5542ca/salesmate.svg "Salesmate Logo") Salesmate 4.7 (118) SalesMate is a CRM tool that enriches customer interactions, boosts sales productivity and helps win more deals. ](https://www.g2.com/products/salesmate/reviews "Salesmate")[ 6 ![Keap Logo](https://images.g2crowd.com/uploads/product/hd_favicon/35e4fed50cd6fa6b26fd4f9252068183/thryv-keap.svg "Keap Logo") Keap 3.8 (30) Small business CRM, e-commerce, email and social marketing solution all in one place ](https://www.g2.com/products/thryv-keap/reviews "Keap")[ 7 ![InsuredMine Logo](https://images.g2crowd.com/uploads/product/hd_favicon/ec48cf1ea1e470b017bfd5993d80fba4/insuredmine.svg "InsuredMine Logo") InsuredMine 4.7 (16) Insured-Mine is a cloud-based insurance dashboard to store all your insurance information (Data & Documents). It helps you organize your insurance details into a simple easy to use dashboard with analytics for understanding of your insurance and risk management ](https://www.g2.com/products/insuredmine/reviews "InsuredMine")[ 8 ![telecrm Logo](https://images.g2crowd.com/uploads/product/hd_favicon/2e1167bb97e66079d0c0951f124d2438/telecrm.svg "telecrm Logo") telecrm 4.5 (12) TeleCRM is a tele-calling , sales CRM and automation app. It has got a ton of features and integrations to help you boost your sales. Below there is a list of things TeleCRM will do automatically for you so that you focus on closing more sales. - Automatic Lead capture from various portals like FB ads, Google Ads, WhatsApp, 99Acres, MagicBricks, and the list goes on... - Assign leads to your team members automatically - Automatic call dialing and recording so that you never waste your time typing numbers or setting reminders for follow-up calls. - Automatic followup calls scheduling so that no one in your team ever misses a follow-up call. - Detailed automatic employee tracking and reporting to see how many calls they are making and how many sales they are closing. With detailed daily, weekly and monthly reports. And much more. ](https://www.g2.com/products/telecrm/reviews "telecrm")[ 9 ![Onyx CRM Logo](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_f64993b7d040b938b84bd8dc4f680003/onyx-onyx-crm.png "Onyx CRM Logo") Onyx CRM (0) Onyx is an AI-powered CRM built specifically for life insurance agents and agencies in the United States. The platform combines lead management, automated follow-up, appointment booking, and AI-driven sales tools into a single system designed to help agents convert more leads and grow their book of business. Onyx uses AI across the entire sales lifecycle. Intelligent SMS appointment setting engages leads in natural, two-way conversations across seven insurance verticals - mortgage protection, final expense, IUL, annuity, life insurance, ACA/health, and Medicare. An AI lead resurrection bot re-engages cold or aged leads automatically, while AI call grading provides agents with real-time transcription and performance scoring on every dial. Voice AI capabilities handle inbound and outbound calls, qualifying prospects and booking appointments without agent involvement. The platform is built for agents at every stage - from solo producers managing their own pipeline to large agencies and enterprises onboarding hundreds of subaccounts. With three plan tiers (Core, Prime, and Elite), Onyx scales from essential CRM functionality to full AI and Voice AI automation. ](https://www.g2.com/products/onyx-onyx-crm/reviews "Onyx CRM")[ 10 ![insureio Logo](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_0fbf06778e21cc84ef5ea2ec0b306c24/insureio.jpg "insureio Logo") insureio (0) Insureio is a comprehensive customer relationship management (CRM) platform tailored specifically for insurance professionals. It streamlines the sales process by integrating lead management, marketing automation, and policy tracking into a single, user-friendly interface. Designed to enhance productivity and client engagement, Insureio empowers agents to manage their business more effectively. Key Features and Functionality: - Lead Management: Efficiently capture, organize, and track leads to ensure no opportunity is missed. - Marketing Automation: Deploy targeted email campaigns and follow-ups to nurture client relationships and drive conversions. - Policy Tracking: Monitor policy statuses, renewals, and client interactions to maintain up-to-date records. - Customizable Workflows: Adapt workflows to fit specific business processes, enhancing operational efficiency. - Reporting and Analytics: Gain insights into sales performance and client behavior through detailed reports and analytics. Primary Value and Solutions Provided: Insureio addresses the common challenges faced by insurance agents, such as disorganized client information, inconsistent follow-ups, and time-consuming administrative tasks. By consolidating essential functions into one platform, it reduces manual work, minimizes errors, and allows agents to focus on building client relationships and growing their business. The automation of marketing and follow-up processes ensures timely communication, leading to higher client satisfaction and retention rates. ](https://www.g2.com/products/insureio/reviews "insureio") [Show More](#) ## Pricing Options Pricing provided by unLocked CRM. ### Core $69.99 1 User Per Month ### Pro $149.99 1 User Per Month [ View More Pricing Information ](https://www.g2.com/products/unlocked-crm/pricing) ##### Categories on G2 [Insurance CRM](https://www.g2.com/categories/insurance-crm) ##### Explore More [Which NLP platforms are rated highest for the easiest setup and configuration for a team getting started?](https://www.g2.com/discussions/which-nlp-platforms-are-rated-highest-for-the-easiest-setup-and-configuration-for-a-team-getting-started)[Is AppFolio actually worth it for community association management platforms improving resident engagement and adoption?](https://www.g2.com/discussions/is-appfolio-actually-worth-it-for-community-association-management-platforms-improving-resident-engagement-and-adoption)[What are the most reliable reputation management services solutions based on reviews from users experiencing long-term rollouts?](https://www.g2.com/discussions/what-are-the-most-reliable-reputation-management-services-solutions-based-on-reviews-from-users-experiencing-long-term-rollouts) [What bot platforms have drag-and-drop conversation builders that are easy to retrain based on how real conversations actually go?](https://www.g2.com/discussions/what-bot-platforms-have-drag-and-drop-conversation-builders-that-are-easy-to-retrain-based-on-how-real-conversations-actually-go)[What are the best admissions and enrollment management systems for higher education institutions?](https://www.g2.com/discussions/what-are-the-best-admissions-and-enrollment-management-systems-for-higher-education-institutions)[Top tools for real-time asset location monitoring](https://www.g2.com/discussions/top-tools-for-real-time-asset-location-monitoring) [Show MoreShow Less](javascript:void(0);)