For Wholesale Brokers

Move more submissions through your desk

FRANK helps wholesale brokers handle higher submission volumes without losing quality or speed.

Wholesale and specialty brokers live on submission flow, market access and turnaround. FRANK ingests submissions from any source, normalises the data, matches risks to the right markets and drafts quote comparisons — so your team spends time placing business, not retyping it.

Submission-to-quote in hours

Automated intake, data extraction and market routing accelerate every deal.

Better market match

Risk profiles routed to the markets and capacity most likely to bind.

Cleaner retail relationships

Branded quote summaries and status updates keep retail brokers in the loop.

What's included

  • Multi-channel submission intake (email, portal, API)
  • Document analyst for ACORD, schedules & loss runs
  • Market routing & quote comparison workbench
  • Bind & policy issuance assistance
  • Retail-facing portal and notifications

Use cases

  • Submission intake & triage automation
  • Surplus lines quote workflows
  • Multi-entity network management (sub-agents, account codes, layered placements)
  • Document management across carriers & retail brokers
  • Status updates & tracking for placed risks
  • Cross-product coordination

Advantages

  • Handles multi-layer complexity — sub-agents to account codes — without manual tracking
  • Processes high-volume submissions without adding headcount
  • Reduces rekeying and handoff delays between retail and carrier
  • Improves placement speed for hard-to-place risks

KPIs & outcomes

  • Submission processing time: −70–80%
  • FTE enhancement: 2–3× throughput per employee
  • Multi-entity tracking accuracy: 95%+
  • Placement cycle reduction: 40–60%
  • Operational complexity reduction: consolidate 5+ manual handoffs into 1 workflow
  • Broker satisfaction / retention: +10–15 pts

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By Client

  • For Agencies: FRANK gives every advisor in your team an AI assistant for quotes, renewals and client follow-ups.
  • For Brokers: FRANK helps independent brokers handle more clients without hiring more staff.
  • 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.