For Agencies

Run a leaner, faster insurance agency

FRANK gives every advisor in your team an AI assistant for quotes, renewals and client follow-ups.

Independent agencies live and die on response time. FRANK takes care of the repetitive paperwork — quote comparisons, document checks, renewal nudges — so your team can focus on advising clients and closing business. Centralise your pipeline, standardise your offer, and scale without adding headcount.

Cut quote turnaround by 70%

Multi-carrier quotes generated and compared in minutes, not days.

Never miss a renewal

Automated reminders + pre-filled renewal proposals for every policy in your book.

One source of truth

Every client conversation, document and policy in a single backoffice.

What's included

  • Multi-advisor backoffice with role-based access
  • Quote, renewal and claims agents
  • WhatsApp + Email channels per advisor
  • Document analysis & data extraction
  • Standard reporting on production & retention

Use cases

  • Retail quote generation (all lines)
  • Lead follow-up sequences via email & WhatsApp
  • Appointment scheduling
  • Claims intake & status tracking
  • Document management
  • Personalized client communications

Advantages

  • Full automation from day one with zero setup cost
  • Frees agents to focus on advisory & sales
  • 24/7 client engagement across channels
  • Reduces manual paperwork and admin overhead

KPIs & outcomes

  • Time saved per quote: target 70% reduction
  • Lead response time: under 5 min (vs. hours)
  • Conversion rate uplift: +15–25%
  • Client satisfaction (NPS): +10–15 pts
  • Admin hours freed per agent/week: 8–12
  • Cross-sell rate increase: +20%

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By Client

  • For Brokers: FRANK helps independent brokers handle more clients without hiring more staff.
  • For Wholesale Brokers: FRANK helps wholesale brokers handle higher submission volumes without losing quality or speed.
  • For MGAs: FRANK gives Managing General Agents the operational backbone to underwrite, distribute and service at scale.
  • For Tied Agents: Built for tied agents who want to spend more time with clients and less time in carrier portals.
  • For Carriers: Give every agent and broker in your network the productivity of a top performer.
  • For Embedded Partners: FRANK powers the insurance layer for fintechs, marketplaces and platforms that want to offer protection without becoming an insurer.
  • For Multi-Country Operators: FRANK runs the same way across Portugal, Brazil, Spain, France, Germany, the UK and the US — with local rules and languages built in.