Who is Agent Saathi for ?
Tailored Solutions for Every Insurance Seller
insurance sellers
Branding
Whether you're an independent agent, part of an NBFC, or a corporate agency, Agent Saathi is designed to meet your unique needs.
Independent Agents
Simplify your sales process with ready-to-use materials and training.
Banks & NBFC
Enhance cross-selling opportunities with integrated tools and product information.
Corporate Agencie
Equip your team with consistent and effective sales resources.
MSME Advisors
Access specialized tools and insights for the MSME insurance sector.
Everything you need in One Place.
Tools Designed for Insurance Professionals
Sales Enablement
Access customizable pitch decks, brochures, and WhatsApp-ready content to enhance client interactions.
Industry Insights
Receive real-time updates and analytics to stay ahead in the insurance market.
Product Information
Stay updated with the latest insurance products, including MSME, health, and life insurance plans.
Growth Tools
Editable templates, Product Comparisons, Presentations, & follow up pitches
Training Modules
Enhance your skills with our comprehensive training resources and webinars.
Support & Feedback
DM us content requests, report bugs, and get platform help — we listen
SERVICES
Branding
What makes us different?
I’m a paragraph. Double click me or click Edit Text, it's easy.
No Commission Cuts
You keep 100% of your earnings — always
Business Insurance Access
Explore MSME Property, Cyber, D&O and other lines that are highly uninsured
Your Brand, Always
We stay invisible. You stay front and center
Tools That Close Deals Faster
Ready-to-share visuals, weekly sales drops, and pitch decks.
Choose Your Growth Path
Core Plan — ₹499/month
Perfect for agents in Life, Health & Motor lines, looking to go beyond.
✅ Weekly WhatsApp Marketing pitches to Status update creatives
✅ Objection handlers & client-ready PDFs
✅ Product Comparisons
✅ Unbranded marketing creatives
✅ Insider Business Intelligence & regulatory updates
Builder Plan — ₹999/month
Scale into Business Insurance. Weekly drops and editable pitch decks.
✅ All Core Plan features
✅ Access to Property, Cyber, D&O, and SME Kits, Weekly drops
✅ Weekly What's app Marketing pitches and status update creatives
✅ Editable pitch decks for all Products
✅ Plug & play pitch notes for MSMEs
Built for Agents. Backed by Experience.
Our Mission
To put agents first — always.
No lead pushing. No data tracking.
Agent Saathi helps you grow your book and explore business lines like Property, Cyber & D&O — product-neutral, insurer-agnostic, and commission-blind.
Why We Built This
As insurance sellers and product builders, we saw:
- Frustration with generic POS apps
- No entry into Business Insurance
- No real marketing support
- Difficult explain/pitch subject
- Mis-communication
Agent Saathi changes that.
It’s not just a tool — it’s a growth engine. Created by a patent-holder in insurance innovation, IIMB alum, and trusted advisor to top insurers.
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Is this another POS platform?Nope. Agent Saathi doesn’t operate under the POS or any intermediary or lead generating model. We don’t push products or capture leads or any customer data. You stay in control.
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Will my client data be shared or used?Never. Your client data is your business. We don’t touch it, store it, or share it. Privacy is built into our promise.
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What if I sell only Health Insurance?That’s perfectly fine. Our Core Plan is designed for agents focused on Life, Health, and Motor. You can expand anytime.
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Can I get Business/Speciality insurance support too?Yes. Our Builder Plan gives you ready-to-use pitch kits for Property, Cyber, D&O, and other SME covers — without needing to be a specialist from day 1. You learn along the way but for your clients, you are the expert
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Are you backed by any insurer or broker?No. We’re fully independent. Agent Saathi is built for agents to grow by protecting the interests of individuals and businesses. We only serve agents and their customers' interests.
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Is this a subscription or revenue share model?It’s a subscription. Simple monthly pricing. No commission splits or push products.
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Do you capture or use my customer data?Absolutely not. Your customer data stays with you. We don’t capture or track leads, store client details, or share your information with anyone.
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Why should I subscribe to Agent Saathi?If you're tired of being a one-person business and want to grow as a professional with comprehensive business support, this platform is built for you. You get business tools, market updates, training resources — all under your own name.
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What’s the return on this investment?Even one policy sold using our pitch kit or one client closed through our comparison tool covers your monthly fee. More than ROI, it’s about growing your credibility and confidence.
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Can I cancel anytime?Yes. There’s no lock-in. If we don’t add value, you’re free to stop — no questions asked.
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How do I get started with Agent Saathi?You can start with a 7-day trial by joining our Agent Zindagi WhatsApp channel. From there, you’ll get early access to content and onboarding support. You can join the Agent Zindagi channel here
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Do I need to download an app?Agent Saathi is a web-based app — no download required. You can use it directly from your phone or desktop browser.
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What’s required to set up my account?Just your name, WhatsApp number, and email. Once subscribed, you’ll get instant access to your personalized dashboard.
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How will I receive the pitch content and updates?You’ll access everything through your Agent Saathi account. Plus, we send curated nudges and weekly updates via WhatsApp if you opt-in.
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Is technical knowledge required?Not at all. If you can send a WhatsApp message, you can use Agent Saathi. It’s built for simplicity and speed.
