https://www.unlockedcrm.ai/changelog Versioned release history for the unLocked CRM insurance platform — every feature, improvement, and AI tool shipped. en-us Thu, 07 May 2026 00:00:00 +0000 https://www.unlockedcrm.ai/changelog#3.5.0 unlockedcrm-3.5.0 Product Thu, 07 May 2026 00:00:00 +0000 Max plan officially launched with Commission+ included, expanded Voice OS coverage, AI Automation Builder added to Pro plan, and the Private Pro Community returned to the Pro tier. Carrier network expanded to 1,252 integrations (113 Life/Annuity, 1,139 Health) with 332 commission tracking feeds. https://www.unlockedcrm.ai/changelog#3.4.0 unlockedcrm-3.4.0 Product Mon, 23 Mar 2026 00:00:00 +0000 New 'Financial Impact' tab alongside the tree view. 'What Happens If...' scenarios show clients exactly what their family loses if an income earner passes away. Coverage ratio tracking, editable income per member, household summary cards, and downloadable Financial Impact PDF. https://www.unlockedcrm.ai/changelog#3.3.0 unlockedcrm-3.3.0 Product Mon, 23 Mar 2026 00:00:00 +0000 Professional, client-ready Annual Review PDF reports with real client data, year-over-year CMS Medicare cost comparisons using official 2026 figures, coverage gap identification, color-coded renewal urgency tracking, and Family Financial Impact integration. https://www.unlockedcrm.ai/changelog#3.2.0 unlockedcrm-3.2.0 Product Fri, 20 Mar 2026 00:00:00 +0000 Agents can access Summary of Benefits and Evidence of Coverage documents directly from the quoting workflow. Medicare Advantage plans feature auto-generated links via contract/plan ID. Drag-and-drop upload with auto-tagging. https://www.unlockedcrm.ai/changelog#3.1.0 unlockedcrm-3.1.0 Product Wed, 18 Mar 2026 00:00:00 +0000 Every quote across MA, Medigap, Hospital Indemnity, and DVH now includes 'Apply with Carrier' deep links or 'Find Carrier Application' targeted search fallback. https://www.unlockedcrm.ai/changelog#3.0.0 unlockedcrm-3.0.0 Product Sun, 15 Mar 2026 00:00:00 +0000 Send Scope of Appointment forms for remote electronic signature via secure 7-day links. Includes automated agent counter-signing notification and auto-filing to Document Vault. https://www.unlockedcrm.ai/changelog#2.9.0 unlockedcrm-2.9.0 Product Tue, 10 Mar 2026 00:00:00 +0000 Sequence-of-returns risk modeling across RILA, Growth FIA, Income FIA, and direct market exposure using real S&P 500 return sequences from 1998, 2000, and 2008. https://www.unlockedcrm.ai/changelog#2.8.0 unlockedcrm-2.8.0 Content & SEO Sat, 14 Feb 2026 00:00:00 +0000 14 neutral, factual insurance product definitions (IUL, GUL, MYGA, SPIA, FIA, RILA, MA, Medigap, ACA, Final Expense, Mortgage Protection, Hospital Indemnity, DVH, Private Health) with Schema.org markup. https://www.unlockedcrm.ai/changelog#2.7.0 unlockedcrm-2.7.0 Platform & Trust Sat, 14 Feb 2026 00:00:00 +0000 Public architecture reference covering multi-tenant isolation, RLS, edge functions, OAuth/PKCE, webhook security, and AI cost controls. https://www.unlockedcrm.ai/changelog#2.6.0 unlockedcrm-2.6.0 Content & SEO Sat, 14 Feb 2026 00:00:00 +0000 6 retrieval-optimized case studies with Problem/Context/System/Workflow/Outcome/Metrics structure across all personas and key modules. https://www.unlockedcrm.ai/changelog#2.5.0 unlockedcrm-2.5.0 AI Discoverability Fri, 13 Feb 2026 00:00:00 +0000 Created /for-ai-systems with structured product definitions, terminology glossary, architecture reference, and anti-hallucination corrections for LLM accuracy. https://www.unlockedcrm.ai/changelog#2.4.0 unlockedcrm-2.4.0 AI Discoverability Fri, 13 Feb 2026 00:00:00 +0000 Published structured AI ingestion files with company metadata, module definitions, differentiators, and canonical links for AI crawlers. https://www.unlockedcrm.ai/changelog#2.3.0 unlockedcrm-2.3.0 AI Discoverability Tue, 10 Feb 2026 00:00:00 +0000 Hidden AI Summary Block with SoftwareApplication schema, FAQ JSON-LD, and 7-layer signal stack for consistent AI representation. https://www.unlockedcrm.ai/changelog#2.2.0 unlockedcrm-2.2.0 Product Thu, 05 Feb 2026 00:00:00 +0000 Dedicated Autonomous CRM page with Tesla-inspired manifesto, natural language command examples, and 3-pillar architecture visualization. https://www.unlockedcrm.ai/changelog#2.1.0 unlockedcrm-2.1.0 AI Tools Wed, 28 Jan 2026 00:00:00 +0000 Industry-first natural language quoting interface supporting all 8 product lines with AI-powered carrier recommendations. Pro Plan feature. https://www.unlockedcrm.ai/changelog#2.0.0 unlockedcrm-2.0.0 Product Tue, 20 Jan 2026 00:00:00 +0000 Automated commission ingestion with reconciliation, split tracking, and discrepancy detection across 332 carrier feeds. https://www.unlockedcrm.ai/changelog#1.9.0 unlockedcrm-1.9.0 AI Tools Thu, 15 Jan 2026 00:00:00 +0000 AI voice/chat agent with insurance knowledge injection, 50+ objection playbooks, product-specific scripts, and contact context injection. https://www.unlockedcrm.ai/changelog#1.8.0 unlockedcrm-1.8.0 AI Tools Sat, 10 Jan 2026 00:00:00 +0000 AI-powered policy document extraction and analysis for coverage gap identification and cross-sell opportunity detection. https://www.unlockedcrm.ai/changelog#1.7.0 unlockedcrm-1.7.0 Product Mon, 05 Jan 2026 00:00:00 +0000 Automatic license synchronization with state licensing databases — real-time tracking of active licenses, renewal dates, and appointment statuses. https://www.unlockedcrm.ai/changelog#1.6.0 unlockedcrm-1.6.0 AI Tools Sat, 20 Dec 2025 00:00:00 +0000 Predictive lead scoring using behavioral, demographic, and engagement signals with AI-generated next-best-action recommendations. https://www.unlockedcrm.ai/changelog#1.5.0 unlockedcrm-1.5.0 Platform Wed, 10 Dec 2025 00:00:00 +0000 Expanded carrier quoting integrations to 940 across Life, Annuity, Medicare, and Health product lines. https://www.unlockedcrm.ai/changelog#1.0.0 unlockedcrm-1.0.0 Platform Wed, 01 Oct 2025 00:00:00 +0000 Initial release of the AI-powered insurance CRM with contacts, pipelines, quoting engines for 8 product lines, policy tracking, and documents/e-apps.