Frank

Overview

Frank is a workflow automation platform for insurance brokers and advisors, covering both Life & Annuity and P&C lines of business. The platform handles the administrative tasks that occupy advisor time -- quote generation, document processing, and routine client communications -- so advisors can focus on client relationships and complex cases rather than operational overhead.

The product is a cloud-based SaaS solution designed to fit within existing advisory workflows without requiring major system replacements. Frank functions as an AI operator that processes quotes, handles routine client inquiries, and manages paperwork alongside an advisor's day-to-day work. The integration-first approach reduces adoption barriers for independent brokers and smaller agencies that lack large IT resources.

Founded in 2023 and headquartered in Stockholm, Sweden, Frank has received backing from Goodwater Capital, a consumer technology-focused venture firm. The company targets the independent broker and advisor segment, a large market with high administrative overhead and a historically low rate of technology adoption relative to carriers and large brokerages.

Products & Services

Frank AI Operator

An AI-driven platform that automates routine administrative tasks within insurance advisory workflows.

Key Features

Quote generation -- automated preparation of insurance quotes across product lines
Document and paperwork processing -- management of policy documents and administrative forms
Client support automation -- AI-handled responses to routine client inquiries, status updates, and standard questions
Workflow integration -- designed to connect with existing advisory tools without requiring system overhauls

Target Users: Independent insurance brokers, insurance advisors, and brokerage agencies

Overview

Products & Services

Frank AI Operator

Key Features

At a Glance

Category & Focus

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