Lots of leads, little real interest
Ads and comparison portals bring in many sign-ups who are "just browsing." Calling each one back and filtering them out eats up the time you need for real advisory work.
Industries
AI Phone Assistant for Insurance
In insurance and financial sales, plenty of leads sign up - but only a few are serious. Frank calls new inquiries back within seconds, filters out the genuine prospects, follows up on quotes, and reactivates your existing customer base - so you spend your time only on conversations that lead to contracts.
- Speed-to-lead in under 60 seconds
- Only genuine prospects reach you
- You keep the advisory conversation
- GDPR-compliant, servers hosted in Frankfurt
The Reality
This is costing Insurance brokers revenue every day
Outreach keeps slipping
New-customer acquisition is exhausting and unpopular - exactly why it happens too inconsistently, and your pipeline swings with the day-to-day mood.
The customer base goes stale
Hundreds of existing customers without an annual review or update represent real potential. But nobody systematically calls through the base - until the customer signs with a competitor.
Use Cases
What Insurance brokers use Frank for
Frank covers every step on the phone - here's what that looks like in your industry.
Prospecting
New-customer acquisition in financial and insurance sales is tedious and gets left behind in daily operations. Frank consistently calls new target contacts and initiates first conversations - no bad days, no fear of rejection, the same steady cadence every day.
Learn moreLead Qualification
Ads and comparison portals bring in many sign-ups who are "just browsing." Frank calls every inquiry back within seconds, checks need, budget, and seriousness, and only books genuine prospects for an advisory appointment - you no longer waste time on dead ends.
Learn moreAppointment Reminders
No-shows at advisory appointments cost valuable advisor time. Frank sends timely reminders, confirms the appointment, or reschedules directly - so significantly more advisory sessions actually take place.
Learn moreFollow-Up
Insurance and financial offers involve a long decision path. Frank follows up in multiple stages, handles objections, and drives the offer to a clear decision - instead of letting the opportunity gather dust in an inbox.
Learn moreUpselling
Every customer base holds potential for follow-on and add-on contracts. Frank systematically works through the base and proactively pitches customers the right offer - advisory, not pushy.
Learn moreReactivation
Hundreds of existing customers without an update or annual review represent real potential. Frank systematically calls them back, creates a relevant occasion, and brings them back into conversation - before they sign with a competitor.
Learn moreHow it works
Insurance - ready in under 10 minutes .
100% no-code. No developer, no lengthy onboarding - you set up Frank for Insurance yourself.
Benefits
Why Insurance brokers work with Frank
Only genuine prospects
Frank calls every inquiry back immediately and pre-qualifies it, so you only ever talk to people who genuinely want to close - not "just browsers."
First to reach the lead
Frank calls new inquiries back within seconds, before interest cools or the next advisor responds.
Predictable outreach
Frank consistently handles the exhausting new-customer outreach - no bad days, no fear of rejection, the same steady cadence every day.
Your base turns back into revenue
Frank systematically works through your existing customer base, reactivates dormant customers, and creates occasions for follow-on and add-on contracts.
More contracts per customer
Frank proactively reaches out to existing customers about relevant add-on and follow-on contracts and sets up the advisory conversation.
The trust stays with you
Frank activates and qualifies, nothing more. You continue to lead the advisory conversation on sensitive wealth and insurance topics - exactly where trust matters.
The difference
What makes Frank special
Frank isn't just another voice agent where you have to build callbacks, follow-ups, and base activation yourself - for insurance and financial sales, the complete sales system is built in from day one.
Try it for freeTransparent reporting
See exactly what every campaign delivered in one dashboard - every callback, every qualified prospect, every booked advisory appointment. No black box, no scattered notes.
Ready to go in minutes
Upload your inquiries or existing customer base, pick the script - Frank is calling in under 10 minutes. No expensive setup, no development work.
Upload list Choose script Live
CRM logic built in automatically
Frank recognizes the outcome and sets follow-ups on his own - "call me after quarter end" automatically becomes a follow-up task. No lead and no existing customer falls through the cracks.
"Call me back in 3 hours"
Follow-up created for 2:30 PM
Built for sales
Ready-made templates for outreach, lead qualification, appointment reminders, follow-up, upselling, and reactivation - plus an architecture optimized for closings: low latency and realistic voices.
Revenue
Support you can rely on
We're experts in sales and AI telephony - short wait times, and on request a full-service package where we handle the entire setup for you.
Your Frank team
Replies in under 24 hours.
Seamlessly integrated
Frank connects seamlessly to your broker management software, CRM, and calendar - new inquiries and appointments land automatically in the right system.
Sicherheit hat für uns oberste Priorität
Proprietäre KI, in Deutschland gehostet - keine White-Label-Drittlösung.
Unsere Prozesse werden regelmäßig auditiert.
Wir weisen dich in der Plattform auf deine rechtlichen Pflichten hin und helfen dir dabei.
Die Plattform ist so gebaut, dass sie dich unterstützt, compliant und transparent zu arbeiten.
EU AI Act Outstanding Support
Support you can rely on
Whether it's setup, questions, or challenges - our team is there with advice and hands-on help. Fast, reliable, and always solution-oriented. We're only satisfied once you are.
Try It Free Now
Customer stories
You're in good company.
Real companies that let Frank make calls for them every day.
"With Frank, we've managed to bring old contacts back to life and turn them into new appointments - completely independent of our team's time."
Benjamin Ziegler
Managing Director, 360 Energiesysteme
"Before using SalesFrank, I was very skeptical and didn't believe it would really work. I was proven wrong in the best possible way."
Dennis Hemesath
Managing Director, festpreishaus.de
"Before Frank, we only called existing customers irregularly, and kept losing customers to the competition as a result. Now customers come back to our store on their own, without constant follow-up calls."
Selda Biyik
Regional Manager, Nextphones
FAQ
Frequently asked questions about the AI phone assistant for Insurance
Advisory work is about trust - can an AI take that over?
The actual advisory conversation on sensitive insurance and wealth topics always stays with you. Frank only handles the phone work around it: calling back, pre-qualifying, reminding about appointments, following up, and activating your customer base. The honest question is: do you actually call all these contacts today? Frank makes sure it happens reliably - you continue to build the trust.
How fast does Frank call back a new inquiry?
Within seconds, around the clock. Especially with leads from ads and comparison portals, speed matters - whoever calls back first keeps the prospect before they cool off or sign elsewhere.
How does Frank filter out genuine prospects?
Frank qualifies based on your criteria - need, budget, seriousness, and timeline. Only inquiries worth the conversation end up as an advisory appointment on your calendar.
Can Frank reactivate my customer base and trigger follow-on contracts?
Yes. Frank systematically works through your customer base, creates occasions for an update or annual review, and proactively pitches customers relevant add-on and follow-on contracts - you then take over the actual advisory conversation.
Can Frank connect to my broker management software?
Yes. Frank connects via interface to your broker management software, CRM, and calendar - new inquiries get called immediately, and appointments and results land automatically in the right system.
Is this legally compliant and GDPR-conform?
The same rules apply as for human calls: legitimate interest in B2B, consent in B2C - inquiries via your own forms and portals typically already have that in place. Frank operates GDPR-compliant on servers in Germany; we'll clarify exactly what you can do and how during setup.