Retail Quote Agent

Quoting Automation

Automate your retail insurance quoting process with AI. Get instant quotes from multiple carriers and deliver faster service to your clients.

Key Benefits

Generate quotes in minutes instead of hours with automated carrier comparisons.

AI-powered data validation eliminates errors and ensures precise pricing.

Handle triple the quote volume without adding staff.

Every quote meets regulatory requirements automatically.

Connect to all major carriers and get competitive quotes instantly.

Side-by-side comparison of coverage, pricing, and terms.

Client data automatically fills quote forms across all carriers.

AI suggests the best coverage options based on client needs.

Automatically generate professional quote documents.

Let clients view and compare quotes through a branded portal.

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

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.