Meet FRANK
The AI Operator for insurance advisors
Human relationship is the cornerstone of successful insurance advisory. Use FRANK to automate tasks and spend more time with your clients.
FRANK's Best Features
Automate your workflow and focus on what matters most - your clients
Quotes
Your client is searching for any insurance product? Our AI agents will complete the quote process for you.
Paperwork
Need to get things done? From cancelations, to policy changes, to payments, we help you take care.
Analysis
Analyze insurance contracts and compare guarantees across policies and quotes.
24/7 Assistance
The client just had an accident? We help you deliver peace of mind.
Client Contact Management
Integrate your key contact channels to identify, manage and automate client tasks.
System Integration
Connect your existing ERPs and databases via API or CSV to enable FRANK capabilities instantly.
By Use Case
- Retail Quote Agent: Automate your retail insurance quoting process with AI. Get instant quotes from multiple carriers and deliver faster service to your clients.
- Retail Renewals Agent: Never miss a renewal opportunity. FRANK automatically tracks, reminds, and processes policy renewals to maximize client retention.
- Retail Claims Agent: Streamline insurance claims processing with AI. From intake to resolution, FRANK automates the claims workflow to help clients faster.
- 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.
- Document Analyst Agent: Let AI read, understand, and extract information from insurance documents. Analyze policies, compare coverage, and identify gaps instantly.
- WhatsApp Agent: Provide instant customer support via WhatsApp. FRANK answers questions, handles claims, and escalates to humans when needed - around the clock.
- Email Agent: Take control of your inbox. FRANK automatically sorts, prioritizes, and extracts action items from your emails so nothing falls through the cracks.
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 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.
Pricing
Plans starting at €39/month
TRIAL: 39€
(Per agency, per month) Ideal for individual advisors
- Backoffice
- Doc Analysis
- Best effort SLA
- Up to 100 tasks per month
- €0.40 per extra step
START: 99€
(Per agency, per month) Ideal for small agency
- Backoffice
- Task Automation
- Doc Analysis
- 72h SLA time
- Up to 300 steps performed
- €0.30 per extra step
GROW: 299€
(Per agency, per month) Ideal for growing agency
- START plan features
- Pre-existing data integrations
- White-labelling
- 48h SLA time
- Up to 1,500 steps performed
- €0.25 per extra step
PLUS: 499€
(Per agency, per month) Ideal for medium-sized agency
- START plan features
- Pre-existing data integrations
- White-labelling
- 48h SLA time
- Up to 3,000 steps performed
- €0.20 per extra step
ENTERPRISE: Contact Sales
(per network, per month) Ideal for networks
- START + PLUS plans features
- Customizable data integrations
- Customizable labelling
- 24h SLA time
- Custom steps performed
All prices are net of VAT
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 and growing your business.
What AI tools are there for insurance brokers in Portugal?
FRANK is the Portuguese AI Operator built specifically for insurance brokers: it handles quotes across insurer portals, renewals, claims, document analysis, email and WhatsApp, connects to Libax, Lluni and Gemese, and is used by more than 350 agencies and 1,500 users in Portugal. Besides FRANK, there is brokerage management software (such as Libax, Lluni, Gemese or i2S GIS Mediadores), digital platforms for brokers (such as MudeyPRO) and general-purpose AI assistants (such as ChatGPT, Claude or Copilot), useful for writing but without access to insurer portals.
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 first-line support to clients, and collects and organizes client requests automatically.
What are the pricing plans?
FRANK has five plans, billed per agency per month with no long-term contracts: TRIAL, START, GROW, PLUS and ENTERPRISE. In Portugal and Spain, TRIAL costs €39/month, START €99/month, GROW €299/month and PLUS €499/month, while ENTERPRISE is priced with our sales team. Prices exclude VAT. The pricing page shows the plans and prices for your country.
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, making it easier for clients to reach you on their preferred platform.
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 or exclusions to help you provide better advice to clients.