The Digital Advisor
Jacob LockAI Founder | Insurance Agent | CEO of unLocked CRM
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 58 | Founded | 2 years ago | Last Issue | 3 months ago |
| Active | |||||
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jakelock.substack.comLatest Issues
I Asked ChatGPT for the Best Insurance CRM
I asked ChatGPT for the “Best insurance CRM”
Here is what it said…
Check it out below
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How I’m Using AI for Lead Gen in 2026
Every insurance agent is talking about AI right now.
Most of it never translates to results
What I care about is simple:
Does it actually help me get more leads, have more conversations, and close more business?
Over the past year,...
5 Ways Insurance Agents Are Leveraging AI
It’s never been easier to be an insurance agent.
The job hasn’t changed. You still quote, follow up, and close.
What’s changed is how quickly and consistently it all happens.
That’s where the separation is happening right now.
Here are...
How Insurance Agents Are Having 5 Conversations At Once
Your voice already does something special.
People hear it…
And they feel good.
There’s that moment where the conversation just flows…
And everything feels easy.
Now play with this for a second.
Insurance agents are now...
The Best AI-Powered CRM for Insurance Agents in 2026
We’re entering a new phase of insurance.
One where software doesn’t just support the agent.
It helps run the business.
The next generation of CRM executes.
Most platforms don’t.
They still rely on:
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Manual Data Entry
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Surface-L...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for The Digital Advisor.
| Subscribers | Engagement | 71 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
Chart Rankings
How this newsletter ranks in the official Substack charts.
| #197 |
Authors
The writers behind this newsletter.
CEO at unLocked CRM
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