Frequently Asked Questions
Everything you need to know about FRANK and how it can transform your insurance advisory business
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.
What kind of documents can FRANK process?
FRANK can process various insurance-related documents including life insurance policies, health insurance contracts, property insurance documents, auto insurance policies, and general insurance paperwork. It supports PDF formats and extracts structured data from unstructured documents.
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 and never shared with third parties.
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 databases to streamline your workflow.
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. Our interface is simple and our support team is always available to help.
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. For integrations with your existing systems, our team can help you set up within 24-48 hours.
Can I try FRANK before committing?
Yes. You can start on the TRIAL plan, built for individual advisors, and move to a larger plan as your agency grows. There are no long-term contracts. Note that a credit card is required at signup.
What languages does FRANK support?
FRANK currently supports multiple languages including English and Portuguese. The AI can understand and respond to client inquiries in these languages, making it suitable for international operations and diverse client bases.
How does FRANK handle client privacy?
FRANK is built with privacy at its core. All client communications and data are handled according to strict privacy standards and GDPR compliance. You maintain full control over your data, and clients' personal information is protected with enterprise-grade security.
Can FRANK provide policy comparisons?
Yes, FRANK can compare insurance policies from different providers. It analyzes premiums, coverage amounts, terms, conditions, and exclusions to help you provide clients with comprehensive comparisons and recommendations based on their needs.
What kind of support is available?
We offer comprehensive support including email support, live chat, documentation, and video tutorials. PLUS and ENTERPRISE plan subscribers get priority support with faster response times and dedicated account management.
Can I cancel my subscription anytime?
Yes, you can cancel your subscription at any time. There are no long-term contracts or cancellation fees. Your access will continue until the end of your current billing period.
Can't find the answer you're looking for? Our support team is here to help.