A CRM that builds itself and remembers everything.
A personal AI agent for every team member.
Scale your team with an AI workforce.
Automate processes end to end.
Connects with the tools you already use.
Guide
Your playbook to building the perfect CRM for your business using Claude.
Get the guideCase studies and success stories.
Latest insights and product updates.
Learn more about Frontline's features.
Start building with the Frontline API.
Security, compliance, and data privacy.
Guide
Your playbook to building the perfect CRM for your business using Claude.
Get the guideConnect policyholders, policies, claims, renewals and conversations in a single operation. Frontline keeps the context up to date and works together with your team by WhatsApp, email, calls and web chat.
Claude Opus 4.8Claude Opus 4.8
INSURANCE
Model insureds, policies, coverages, beneficiaries, producers, assets and claims with the fields and relationships of your operation. Frontline adapts to your business and connects with the systems you already use.
Customer since 2021 · Low risk
WhatsApp, emails, calls, documents and policy changes are united in a single timeline. Each team understands what happened, what was promised, and what the next step is.
Google Calendar
Laura coordinates a call to review coverage and alternatives for the Auto policy.
Prioritize renewals, request documentation, answer queries and coordinate claims follow-up with an assistant who operates on the real context of your CRM.
Claude Opus 4.8Answer questions such as “does my insurance cover this service?”, consult the policy and its conditions, explain next steps and escalate cases that require review.
Agent Summary
Nora · Coverage
Active · responds in ~4s
Consultations
1.126
Answered
89%
Reviews
124
Doubts of coverage · 7 days
Field name
Field type *
Capture sum insured, premium, validity, coverage, deductible and any data related to your operation.
It relates policyholders, policies, beneficiaries, producers, vehicles, assets and incidents.
Action
Automate renewals, documentation requests, assignments and follow-ups according to each record.
I brought together policies, conversations, documents, payments and claims in an always updated file.
Google Calendar
Laura coordinates a call to review coverage and alternatives for the Auto policy.
Bring every customer interaction into one clear, always-current timeline.
Request reports in natural language and converted policy, renewal and claims data into dashboards ready to operate and share.
View current policies, premiums, expirations, defaults and renewal rates in a dashboard created on the live data of your CRM.
Integrate core systems, quotes, portals, suppliers and data sources through native integrations, API and CLI.
Integrates with the tools you already use.
Connect to your own applications.
1curl -i -X POST \2 https://api.getfrontline.ai/reference/v1/objects/policies/rows/list \3 -H 'Authorization: Bearer <token>' \4 -H 'Content-Type: application/json' \5 -d '{6 "query": {7 "status": "renewal_due",8 "source": "whatsapp"9 },10 "search": "auto",11 "sort": [12 { "property": "created_at", "direction": "desc" }13 ],14 "record_type": "policy",15 "page": 1,16 "page_size": 2517 }'Connect to any coding agent.
$ claude mcp add frontline✓ Connected Frontline to Claude › "List policies renewing this month"→ policy.listed 18 policies · 6 pending $ codex exec "sync claims to crm"Expose policyholders, policies, claims and workflows through APIs, tools and commands so that your agents work with permissions and real context.
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HermesSOC 2, CASA Tier 2, and an official Meta Business Partnership. Frontline also delivers an enterprise-grade platform with full permission management, RBAC, SSO, and governance.
We meet the highest standards of security, availability, and confidentiality to protect your data.
Independently assessed against the Cloud Application Security Assessment framework for app and data handling.
Direct access, priority support, and official best practices for WhatsApp Business API.
“An AI agent on WhatsApp made visitor registration 10x faster, with 100% of data captured.”
Do you have another question? You can schedule a demo.