For Brokers

More mandates, less admin

FRANK helps independent brokers handle more clients without hiring more staff.

As a broker you compete on advice, market access and speed. FRANK automates the work that doesn't pay — quote requests, document chasing, policy admin — and gives you a clean view of your book. Quote faster, renew earlier, win more business.

Quote any line in minutes

AI-driven quote agent across the carriers and lines you actually work with.

Protect your renewals

Proactive renewal alerts with pre-built proposals so nothing slips.

Look enterprise-grade

Branded client communications and a portal that matches your firm.

What's included

  • Carrier-aware quote agent
  • Renewals pipeline with SLA tracking
  • Document analyst for policy schedules
  • WhatsApp + Email automation
  • White-labelling on GROW and above

Use cases

  • Multi-carrier quote comparison & generation
  • Cross-product workflow automation
  • Client contact campaigns (email, WhatsApp)
  • Claims processing & document management
  • Agent dashboard with real-time status tracking

Advantages

  • Faster quote-to-bind cycle across multiple carriers
  • Consistent service quality at scale
  • Conversational AI assistant for complex placement support
  • Strengthens client retention through proactive outreach

KPIs & outcomes

  • Quote turnaround time: target 60–80% faster
  • Renewal retention rate: +5–10%
  • Client touchpoints automated: 70%+
  • Sales pipeline conversion: +15–20%
  • Customer satisfaction (CSAT): +12–18%
  • Revenue per broker uplift: +10–15%

Request a demo

By Client

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