unLocked CRM
AI CRM for insurance agents; its Annuity Quote AI compares rates, surrender schedules and income riders across 35+ annuity carriers (FIA, MYGA, SPIA) from a plain-English request.
Category: Quoting & Comparative Rating
Lines of business: Life, Annuities
Pricing: From $69/user/mo; AI quoting on Pro ($149) and Max ($247) plans; 14-day free trial (per site).
Website: https://www.unlockedcrm.ai/unlocked-annuity-quote-ai
Last checked 2026-10-16. Info is from the vendor's public site; verify before buying.
What agents use it for
Example prompt
In unLocked's Annuity Quote AI, describe [Client]'s case in plain English (age, product type such as FIA or MYGA, term and income goal) and ask for a side-by-side comparison of rates, surrender schedules and income riders across carriers. Use its ranking as a starting point; the suitability review and the final recommendation stay with you.
Fill in the placeholders, then review the output for accuracy and compliance before you use it.
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