For Tied Agents

Sell more for your carrier, work less paperwork

Built for tied agents who want to spend more time with clients and less time in carrier portals.

FRANK plugs into your carrier's products and processes so you can quote, issue and service policies in one place. Stop juggling tabs, spreadsheets and email threads — let the AI handle the routine while you handle the relationship.

Single workspace

All carrier products and your own client base in one tidy backoffice.

Faster client response

Auto-drafted replies, quote summaries and follow-ups ready to send.

Compliant by default

Every interaction logged and traceable for carrier and regulator.

What's included

  • Carrier portal integrations
  • Quote + issuance assistance
  • Document analyst for proposals & schedules
  • Email & WhatsApp client channels
  • Activity log for compliance reporting

Use cases

  • Personalized client communications & renewal reminders
  • Quote generation for carrier's exclusive product set
  • Lead follow-up sequences
  • Claims FNOL intake
  • Appointment scheduling for in-person visits

Advantages

  • Standardizes service quality across the entire tied-agent network
  • White-label platform branded as carrier (Fidelidade model)
  • Enables rapid network rollout — 100 agencies in months, not years

KPIs & outcomes

  • Network-wide service standardization: 90%+ consistency score
  • Agent onboarding time: days vs. weeks
  • Time saved per agent/week: 10–15h on admin
  • Customer satisfaction (NPS): +10–20 pts
  • Renewal conversion uplift: +5–12%
  • Centralized ops management: 1 dashboard for entire network

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 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 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.