I think we’re getting very close to a point where AI can handle a huge portion of what happens inside an insurance agency every day.
Calling leads. Following up. Building automations. Quoting. Keeping up with clients. Tracking policies and commissions.
These are all things we’re already building inside unLocked.
The vision is simple:
One platform that helps you run the agency from the first conversation with a lead all the way through getting paid on the policy.
Agent AI can call leads using your own cloned voice, qualify prospects, book appointments, and live transfer interested leads directly to you.
While you’re selling, meeting with clients, or away from your desk, AI can continue working your leads.
Tell Automation AI what you want to happen and it can build the workflow for you in around 30 seconds.
New lead follow-up, appointment reminders, long-term nurture, client communication - you describe it, AI builds it.
You can quote Life, ACA, and Medicare directly through unLocked.
We’re also working toward Life and Medicare Supplement e-app submissions, bringing even more of the sales process into the platform.
Once you write the policy, unLocked can automatically track your book of business and commissions across 300+ carriers.
You can keep up with policies, production, and what you’re getting paid without manually updating everything yourself.
That’s ultimately what we’re building.
AI calls the lead.
Automation keeps up with the follow-up.
You run the quote and close the business.
The platform keeps track of the policy and commission afterward.
From the first lead to the commission, all inside unLocked AI.
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