# FRANK - The AI Operator for Insurance Advisors > FRANK is an AI-powered assistant designed specifically for insurance advisors. It automates time-consuming tasks like quotes, paperwork, and client communications, allowing advisors to focus on building stronger client relationships. ## Company Overview FRANK is an AI assistant platform for insurance advisors that helps automate quotes, paperwork, and client communications. The platform is designed to let insurance professionals focus on what matters most — building and maintaining strong client relationships. Website: https://frankinsurance.ai Contact: support@meet-frank.com Supported Languages: English, Portuguese (PT), Brazilian Portuguese (PT-BR), Spanish, French, German ## Product Description FRANK is a SaaS platform that provides AI-powered automation tools tailored for the insurance advisory industry. Insurance advisors use FRANK to: 1. Automate the quoting process across multiple insurance carriers 2. Manage policy renewals automatically with tracking and reminders 3. Process insurance claims from intake to resolution 4. Integrate with existing ERP and CRM systems 5. Analyze and compare insurance documents and policies 6. Provide 24/7 client support via WhatsApp 7. Organize and prioritize email communications ## Use Cases ### Retail Quote Agent Automate your retail insurance quoting process with AI. Get instant quotes from multiple carriers and deliver faster service to your clients. The Quote Agent compares pricing, coverage options, and terms across providers to help advisors present the best options quickly. ### Retail Renewals Agent Never miss a renewal opportunity. FRANK automatically tracks policy expiration dates, sends reminders, and processes policy renewals to maximize client retention. The Renewals Agent helps advisors proactively manage their book of business. ### Retail Claims Agent Streamline insurance claims processing with AI. From intake to resolution, FRANK automates the claims workflow to help clients faster. The Claims Agent handles documentation collection, status tracking, and communication with carriers. ### ERP/CRM Co-pilot Agent Connect FRANK to your existing ERP and CRM systems. Automate data sync, eliminate manual entry, and get a unified view of your business. Supports integrations with Libax, Salesforce, and other industry-standard platforms. ### Document Analyst Agent Let AI read, understand, and extract information from insurance documents. Analyze policies, compare coverage, and identify gaps instantly. The Document Analyst processes life insurance policies, health insurance contracts, property insurance documents, auto insurance policies, and general insurance paperwork. ### WhatsApp Agent Provide instant customer support via WhatsApp. FRANK answers client questions, handles initial claims inquiries, collects information, and escalates to human advisors when needed — available around the clock, 24/7. ### Email Agent Take control of your inbox. FRANK automatically sorts, prioritizes, and extracts action items from your emails so nothing falls through the cracks. Integrates with Gmail and Outlook. ## Pricing Plans All plans are billed per agency, per month (Enterprise is billed per network). ### TRIAL Plan — €39/month - Ideal for individual advisors - Entry point for testing FRANK in day-to-day advisory work ### START Plan — €99/month - Ideal for small agencies getting started with AI automation - Core AI features for quoting and document analysis ### GROW Plan — €299/month - Ideal for growing agencies - Expanded automation suite and integrations ### PLUS Plan — €499/month - Ideal for medium-sized agencies - Full automation suite including all agents - Priority support with faster response times - Advanced integrations ### ENTERPRISE Plan — Contact Sales - Ideal for networks of brokers - Dedicated support and onboarding - Custom integrations and workflows - SLA guarantees No long-term contracts. Cancel anytime with no cancellation fees. ## Integrations FRANK connects with popular insurance industry tools and platforms: - **Libax** — Leading insurance ERP system integration for policy and client management - **Lluni** — ERP system integration - **Salesforce** — CRM integration for client relationship management - **Gmail** — Email integration for inbox management - **Outlook** — Microsoft email integration - **WhatsApp** — Messaging platform for client communication - **Google Calendar** — Calendar integration for scheduling ## Events FRANK hosts in-person events across Portugal and Europe for insurance advisors to meet the team, see live demos, and network with peers. Upcoming events are fetched in real time from our events system. See https://frankinsurance.ai/en/events for the current schedule and registration. ## Security & Compliance - All data encrypted in transit and at rest - GDPR compliant - Strict privacy standards for client communications and data - Users maintain full control over their data - Clients are informed about AI involvement in communications ## Frequently Asked Questions ### What is FRANK? FRANK is an AI-powered operator designed specifically for insurance advisors. It automates time-consuming tasks like quotes, paperwork, and client communications, allowing you to focus on building stronger client relationships. ### How does FRANK help insurance advisors? FRANK helps in multiple ways: analyzes insurance documents and contracts, provides instant policy comparisons, handles WhatsApp client communications, accesses your ERP system for data retrieval, offers automated email sorting and prioritization, and generates quotes from multiple carriers. ### What are the pricing plans? FRANK offers five pricing tiers billed per agency, per month: TRIAL at €39/month (individual advisors), START at €99/month (small agencies), GROW at €299/month (growing agencies), PLUS at €499/month (medium-sized agencies), and ENTERPRISE with custom pricing billed per network (broker networks). ### How does the WhatsApp integration work? FRANK integrates directly with WhatsApp to provide mobile-first client communication. It can handle client inquiries, provide automated responses, collect information, and offer first-line support through WhatsApp messaging. ### Can FRANK analyze insurance documents? Yes, FRANK can analyze insurance documents, policies, and contracts. It extracts key information, compares policy terms, identifies coverage details, premium amounts, and highlights important conditions and exclusions. ### Is my data secure with FRANK? Yes, security is our top priority. All data is encrypted in transit and at rest. We comply with GDPR and other relevant data protection regulations. Your client information and business data are stored securely. ### Does FRANK integrate with my existing systems? Yes, FRANK can integrate with your ERP system and other insurance platforms. It connects with popular CRM systems like Salesforce and Libax, email services like Gmail and Outlook, and various insurance-specific tools. ### Do I need technical knowledge to use FRANK? No technical knowledge is required. FRANK is designed to be user-friendly and intuitive. You can start using it immediately without any coding or technical setup. ### How quickly can I get started? You can get started immediately after signing up. Choose your plan, complete the registration process, and you'll have instant access to FRANK's features. ### Can I try FRANK before committing? Yes, we offer a free trial period. You can explore FRANK's features and see how it fits your workflow before choosing a paid plan. ### What languages does FRANK support? FRANK currently supports multiple languages including English, Portuguese, Brazilian Portuguese, Spanish, French, and German. The AI can understand and respond to client inquiries in these languages. ### Can I cancel my subscription anytime? Yes, you can cancel your subscription at any time. There are no long-term contracts or cancellation fees. ## Customer Testimonials - "FRANK helps me to operate more business, while keeping my agency lean." — Luís B., Insurance Advisor - "You have saved me hours of paperwork and repetitive tasks." — Catarina L., Insurance Broker - "Now when I arrive to the office I always say good morning Maria, good morning FRANK!" — Vitor F., Agency Owner ## Site Map - Home: https://frankinsurance.ai/en - Get Started / Pricing: https://frankinsurance.ai/en/get-started - FAQ: https://frankinsurance.ai/en/faq - Knowledge Base: https://frankinsurance.ai/en/knowledge - Events: https://frankinsurance.ai/en/events - Use Cases: - Retail Quote Agent: https://frankinsurance.ai/en/use-cases/retail-quote-agent - Retail Renewals Agent: https://frankinsurance.ai/en/use-cases/retail-renewals-agent - Retail Claims Agent: https://frankinsurance.ai/en/use-cases/retail-claims-agent - ERP/CRM Co-pilot: https://frankinsurance.ai/en/use-cases/erp-crm-copilot - Document Analyst: https://frankinsurance.ai/en/use-cases/document-analyst - WhatsApp Agent: https://frankinsurance.ai/en/use-cases/whatsapp-support - Email Agent: https://frankinsurance.ai/en/use-cases/email-organizer - Integrations: - Libax: https://frankinsurance.ai/en/integrations/libax - Privacy Policy: https://frankinsurance.ai/en/privacy-policy - Terms of Service: https://frankinsurance.ai/en/terms-of-service