All Plans
🎙️
Voice-to-Action AI
Speak in Hindi, English, or mix — AI does the rest
Send a voice note to your Telegram bot. AI transcribes it, understands intent, and takes action — add lead, set reminder, update policy, run calculator. No typing needed.
Real example
" data-hi="आप बोलें: \"नया क्लाइंट आया शर्मा जी, 35 साल, हेल्थ इंश्योरेंस चाहिए\"">You say: "Naya client aaya Sharma ji, 35 saal, health insurance chahiye"
Bot creates: Lead "Sharma Ji" → Age 35 → Interest: Health → Stage: New
Telegram BotHindi + English
All Plans
⏰
Smart Follow-up & Accountability
Never forget a follow-up. Ever.
Set reminders by voice or text. Bot sends you follow-up alerts at the right time. Track every interaction in a lead timeline. AI holds you accountable for every promised callback.
Real example
" data-hi="आप बोलें: \"कल 3 बजे प्रिया को कॉल करना है\"">You say: "Kal 3 baje Priya ko call karna hai"
Tomorrow at 3 PM: Bot sends ⏰ Reminder — Call Priya now!
Telegram BotDashboard
All Plans
🧮
12 Financial Calculators
SIP, SWP, EMI, Inflation, Term Life, HLV, and more
Run any calculator by voice or from the web. Get instant results with professional charts. Generate branded PDF reports to share with clients instantly via WhatsApp.
Real example
" data-hi="आप बोलें: \"₹10,000 SIP, 20 साल के लिए कैलकुलेट करो\"">You say: "₹10,000 SIP, 20 saal ke liye calculate karo"
Bot returns: ₹10K/mo → ₹1,00,75,681 in 20 yrs @ 12%. PDF report with your firm branding ready to share!
Telegram BotWeb CalculatorsPDF Reports
All Plans
📊
Branded PDF Reports & WhatsApp Sharing
Your logo, your colors, your firm — on every report
Every calculator report is professionally branded with your firm name, logo, website, email, and IRDAI credentials. WhatsApp share messages show your website and email — not ours. Clients see YOUR brand.
How it helps
Send a client a SIP calculator report → they see Kapoor Insurance Group | www.kapoorinsurance.com — not Sarathi-AI. Builds trust instantly.
PDF ReportsWhatsApp ShareDashboard
All Plans
📂
Google Drive Sync
Connect your Drive — reports auto-saved, documents synced
Link your Google Drive in 2 minutes. Every calculator report and PDF you generate is automatically saved to your CRM folder on Drive. Access your reports from anywhere, even offline.
How it works
Dashboard → Settings → Connect Google Drive → Reports auto-upload to Your Firm — Reports folder
DashboardAuto-Sync
All Plans
📷
AI Document Scanner (OCR)
Snap a photo of any policy — AI extracts all details
Upload a photo or scan of any insurance policy document. Gemini AI Vision reads it and extracts: policy number, insurer, premium, renewal dates, sum assured — automatically filling the CRM fields.
Real example
Upload photo of LIC policy → AI extracts: Policy #12345, LIC Jeevan Anand, ₹50,000 annual, Renewal: 2026-08-15 → One click to save
DashboardGemini Vision AI
All Plans
📋
Lead Management & Pipeline
Unlimited leads, stages, notes, and full history
Add leads by voice, text, or web form. Track every lead through stages: New → Contacted → Pitched → Proposal → Won/Lost. View pipeline overview with premium totals. Full interaction timeline for every lead.
Real example
/pipeline → 📊 12 New → 8 Contacted → 5 Pitched → 3 Proposal → 2 Won = ₹18.5L premium
Telegram BotDashboardVoice
All Plans
📑
Policy & Renewal Tracker
Track all client policies, premiums, renewal dates
Manage your entire policy book. Track policy type, insurer, sum assured, premium, renewal date. Get automated renewal reminders before policies lapse. Link policies to leads for a complete client view.
Real example
Bot: ⏰ 3 policies due for renewal this week: Sharma (LIC), Verma (HDFC), Gupta (Star Health)
Telegram BotDashboard
All Plans
🎯
AI Lead Scoring
Know which leads to call first — AI ranks them
AI analyzes every lead's profile, interaction history, policy interest, and timing to assign a priority score. Hot leads bubble up. Cold leads get nurture suggestions. Focus your time where it matters most.
Telegram BotGemini AI
All Plans
💬
AI Sales Pitch Generator
Personalized pitches + objection handling for every client
Tell the bot your client's age, family situation, and interest. AI crafts a personalized pitch with 3 common objections and how to handle them. Ready to copy-paste or speak on call.
Real example
→ AI crafts: "Verma ji, 40 me ₹1Cr term = ₹1200/mo. Bachche ka future secure." + 3 objections" data-hi="\"वर्मा जी को टर्म इंश्योरेंस पिच करो, 40 साल, 1 बच्चा\" → AI बनाता है: "वर्मा जी, 40 में ₹1Cr टर्म = ₹1200/mo। बच्चे का भविष्य सुरक्षित।" + 3 ऑब्जेक्शन">"Verma ji ko term insurance pitch karo, 40 saal, 1 bachcha" → AI crafts: "Verma ji, 40 me ₹1Cr term = ₹1200/mo. Bachche ka future secure." + 3 objections
Telegram BotGemini AI
All Plans
🔔
Proactive AI Nudges & Daily Briefings
AI reminds you what to do — before you forget
Every morning, get a briefing: leads to follow up, policies about to lapse, stale prospects to re-engage. AI generates personalized nudge messages. Never miss an opportunity because you forgot.
Telegram BotAI-PoweredAutomated
All Plans
📝
AI Message Templates
Professional messages for every situation
Generate birthday wishes, policy anniversary messages, festival greetings, claim follow-ups, and more. AI personalizes each template with client name and context. Copy and send via WhatsApp in seconds.
Telegram BotGemini AI
All Plans
🛡️
SEBI Credentials & DPDP Compliance
Professional credentials displayed, consent tracked
Add your IRDAI license, AMFI ARN, and other credentials. They appear on your branded report headers. Track client data consent as per India's DPDP Act requirements.
DashboardRegulatory
All Plans
🤝
Partner & Earn Program
Refer other advisors, earn commissions
Share your unique referral link. When another advisor signs up and pays, you earn a commission. Track your referrals, converts, and earnings from the Partner Dashboard. Cross-signup between customer and partner is seamless.
Partner DashboardCustomer Dashboard
Team+
👥
Team Dashboard & Agent Tracking
Admin sees everything — each agent gets own bot
Admin dashboard shows team-wide pipeline, each agent's performance, lead counts, and follow-up compliance. Every team member gets their own Telegram bot. Admin receives daily digest with team stats.
Telegram BotAdmin Dashboard
Team+
📣
Bulk Campaigns & Broadcasts
Send messages to all leads at once
Create broadcast campaigns for festivals, product launches, or renewal reminders. Filter by stage, policy type, or custom criteria. Send to all or selected leads. Track delivery stats.
Telegram BotDashboard
Enterprise
🎨
Custom Branding & White Label
Your logo, your colors — everywhere
Full custom branding: your logo, primary/secondary colors, tagline on every page. Calculator pages, PDF reports, and WhatsApp shares all show your firm identity — zero Sarathi-AI branding visible to clients.
All ChannelsWhite Label
Enterprise
🔌
API Access & Integrations
Connect Sarathi-AI to your existing systems
Full REST API access for lead management, policy data, calculator results. Integrate with your existing tools, website, or third-party services. Webhook support for real-time events.
REST APIWebhooks
All Plans
📱
4 Channels — Bot, Web, Mobile, PWA
Access your CRM from anywhere, any device
Use Telegram bot on your phone for voice commands. Use the web dashboard on your laptop for detailed views. Install as a PWA for app-like experience. Everything syncs in real-time across all channels.
Telegram BotWeb DashboardPWA
All Plans
📋
Claims Document Checklists
Know exactly what documents each claim needs
Ask the bot for a claim checklist by type — health, motor, life, fire. Get a bilingual list of every document needed. Share the checklist directly with your client via message.
Telegram BotBilingual
All Plans
🌐
Full Hindi + English Bilingual
Every screen, every bot reply, every report — in your language
Switch between Hindi and English anywhere — bot, dashboard, calculators, help pages. Voice commands work in Hindi, English, or Hinglish mix. AI understands the intent regardless of language.
All ChannelsHindiEnglish
All Plans
🔊
Audio Help & Learning
Listen to help topics — don't just read them
Every help topic has an audio button. Tap to hear the explanation in Hindi — perfect if you prefer listening or want to share with team members who aren't comfortable reading English docs.
Help PageAudio
