unLocked Academy

Free training resources, courses, and certifications for insurance agents using unLocked CRM and modern sales techniques.

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 from $69 per user per month. Plans are billed per user — Core $69, Pro $149, and Max $247 per user per month ($197 on annual billing), with custom pricing for large agencies and a 14-day free trial.

The platform covers eight product lines: life, annuity, Medicare Advantage, Medigap, ACA, private health, hospital indemnity, and dental/vision/hearing. Agencies use it as a modern agency management system in place of legacy AMS platforms, with AI outbound calling, an inbound AI receptionist, hands-free voice control of the CRM, automated commission reconciliation, renewal and lapse monitoring, NIPR license sync, and CMS/SOA compliance enforcement. unLocked CRM LLC was founded in 2025 by Jacob Lock, is HIPAA compliant, signs BAAs, and is in the process of becoming SOC 2 Type II certified. Support is 100% US-based: info@unlockedcrm.ai, (877) 761-4369.

Machine-readable resources: llms.txt, llms-full.txt, OpenAPI specification, API documentation, agent instructions, sitemap. Every page has a markdown twin at the same path with a .md suffix.