9 Tools to Transform Your Insurance Business
From daily lead generation to AI-powered pitches—all in one mobile app
Daily Lead Starters (Post or Share)
Stop cold calling. Share professionally designed risk-based creatives and watch enquiries come to you.
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Life, Health, Motor, Travel & Business Insurance
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English, Hindi & Gujarati versions
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Optimized for WhatsApp/FB/Instagram
Product Deep Dives
Become the expert your clients trust with in-depth underwriting, claims, and business insights.
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Underwriting requirements
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Claims process explained
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Market trends & business landscape
Lead CRM (Privacy-First)
Manage your pipeline without losing your business. We don't capture your client data
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Track leads & follow-ups
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Your data stays yours
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No automatic upload
AI Business Toolkit
Professional emails and pitch decks generated by AI—customized for each industry.
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Industry-specific email scripts
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Ready presentations for Cyber, D&O, Property
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In-app email sending tool
Conversation Starters
Pre-written messages that sound natural and lead to sales—without being pushy.
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Festival-specific triggers
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Life stage conversations
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News-based hooks
Partner Products
Earn additional revenue from every client with pre-vetted complementary products.
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Personal loans
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Mutual funds
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Tax filing services
Micro-Training Modules
Master any product in just 5 minutes. Learn during your chai break.
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Individual & Business Insurance products
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Bite-sized, mobile-optimized lessons
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Available in 3 languages
Objection Handlers
Turn "No" into "Tell Me More" with proven responses to every objection.
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"It's too expensive" handled
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"I'll think about it" converted
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Ready scripts in your language
Bima Gully Intelligence
Stay ahead with daily insurance industry insights and market trends.
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IRDAI updates explained
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Product launches & market trends
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Sales strategies that work
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Insurance Industry Analytics & Updates
Join 3,000+ Agents Growing Their Income
Real agents. Real results. Real growth.
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"The Business Insurance toolkit gave me a new pitch every week. Closed 2 D&O policies just using the SME decks! Income up 40% in 6 months."
Ramesh Patel - Ahmedabad - Builder Plan
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"Objection handlers are a game-changer. I now confidently handle 'I'll think about it'. My close rate went from 20% to 45%!
Shweta Rao - Pune
Core Plan
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"Never thought of selling cyber before. Agent Saathi's training made it simple. ₹2.5L in Cyber premiums last quarter!"
Giri Reddy - Hyderabad Builder Plan
One Plan. Everything Included.
No hidden fees. No commission cuts. Just growth.
Get involved
Want to co-create the next chapter of insurance?
📩 Partner with Us
📊 Request a Demo
Email: hello@agentsaathi.com

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