The Digital Advisor
Company Information
The Digital Advisor
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Description
AI insurance CRM with quoting across 1,252 carriers, commission tracking, and automation. Plans from $69/user/mo (Core) to $247 (Max). | About unLocked CRM Founded by Jacob Lock. Building the first fully autonomous CRM for insurance agents, agencies, IMOs, and FMOs. 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
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