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Terms & Conditions

Effective Date: 02/05/2025

Jurisdiction: India


Welcome to Agent Saathi. These Terms and Conditions (“Terms”) govern your access to and use of our platform, services, and any associated websites or mobile/web applications (collectively, the “Platform”), operated by Consofella Fintech Private Limited (“we,” “us,” or “our”).
 

By accessing or using Agent Saathi, you agree to these Terms. If you do not agree, please do not use our services.


1. Eligibility


You must be:

  • At least 18 years old

  • An individual insurance agent, advisor, or distributor legally operating in India

  • Capable of entering into a binding contract under Indian law


2. Nature of Service


Agent Saathi provides:

  • Subscription-based access to training material, pitch content, comparison tools, and regulatory/business intelligence for insurance agents

  • A self-service, informational platform that does not offer insurance products directly, nor does it collect policyholder data


We are not a POS provider, licensed broker, or insurer. We do not issue policies, distribute quotes, or earn commissions on any insurance transactions made by users.


3. User Responsibilities


As a user, you agree:

  • To provide accurate and complete information during registration

  • Not to upload, share, or store personal data of your clients on the platform

  • Not to copy, resell, or commercially exploit any content provided within the app without written consent

  • Not to use the platform for illegal, fraudulent, or misleading activities


4. Intellectual Property
 

All materials, content, graphics, pitch tools, templates, and software on Agent Saathi are the intellectual property of Consofella Fintech Private limited / Bhakti Dama and are protected by Indian copyright laws.
 

You are granted a limited, non-transferable, non-exclusive license to use the content for your personal business development only.


5. Subscription & Payment
 

  • Plans and pricing are disclosed on the website and may change with notice.

  • Payments are processed via secure third-party payment gateways (e.g., Razorpay, Swipe).

  • Subscriptions are non-refundable unless stated otherwise.


We reserve the right to revoke access if payment is not completed or if Terms are violated.


6. Data & Privacy


We do not collect or store client/policyholder data. Your personal data (name, email, WhatsApp number) is handled as per our Privacy Policy.

You agree to receive communication via WhatsApp, email, or app notifications unless opted out.


7. Limitation of Liability


Agent Saathi does not guarantee specific business results or sales performance.
We are not liable for any losses, claims, or damages (direct or indirect) arising from use or misuse of the platform.
The platform is provided “as is”, without warranties of any kind.
 

8. Termination


We reserve the right to suspend or terminate your access if:

  • You violate these Terms

  • Engage in unauthorized use, content scraping, or abusive behavior

  • Misrepresent the platform or share materials without permission


9. Governing Law & Jurisdiction


These Terms shall be governed by and interpreted in accordance with the laws of India.
Any disputes arising from these Terms shall be subject to the exclusive jurisdiction of courts in Mumbai, Maharashtra.
 

10. Changes to Terms


We may update these Terms periodically. Continued use of the platform constitutes acceptance of the revised Terms.
 

11. Contact Us

If you have any questions or concerns, please contact:
📧 hello@agentsaathi.com

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