ERP/CRM Co-pilot Agent

System Integration

Connect FRANK to your existing ERP and CRM systems. Automate data sync, eliminate manual entry, and get a unified view of your business.

Key Benefits

Connect to Libax, Lluni, Salesforce, and more with one click.

Data flows automatically between all your systems.

See all client data in one place across all platforms.

Eliminate duplicate data entry and manual syncing.

Real-time synchronization across all connected systems.

Automatic error checking and data quality assurance.

Client records updated automatically when changes occur.

Find any client or policy across all your systems instantly.

Create automated workflows between your systems.

Consolidated reporting from all connected platforms.

Join hundreds of insurance advisors who are already saving time and growing their business with FRANK.

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.
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.