Carrier quoting
AI quoting connects with insurance carriers.
unLocked Financial
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About unLocked Financial
Insurance agents and agencies can use this AI-powered CRM for carrier quoting, commission tracking, policy and licensing management, and compliance automation. It also supports AI calling and texting, an AI receptionist, renewal and lapse monitoring, and automated commission reconciliation. The platform serves IMOs and FMOs as well as individual agents, and can function as an agency management system. Its specialties span life and annuity products, Medicare Advantage, Medigap, ACA and private health coverage, hospital indemnity, and dental, vision, and hearing plans. unLocked Financial offers insurance technology services in Fort Wayne, US.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
Representative photos. Illustrative images for this category, not photos of unLocked Financial and not provided by the business.
Services & specialities
Highlights
Commission tracking
Tracks commissions from carrier feeds and supports reconciliation.
Insurance specialties
Supports life, health, Medicare, and related product lines.
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