SarvaaOne

Renewals slip through the cracks when your client list lives in a diary, a
spreadsheet, and three WhatsApp chats. SarvaaOne puts your whole book in one place, so you know exactly whose policy expires next week, and you call thembefore your competitor does.

Built in India, for Indian insurance agents and agencies.


UPLOAD A POLICY, SKIP THE TYPING:

Upload the policy document and SarvaaOne reads it for you, insurer, policy number, premium, sum insured, expiry date, all filled in automatically. Works with the PDF straight from the insurer's portal.

Check what it pulled out, fix anything it got wrong, save. What used to take ten minutes of data entry is done in under a minute.

Got a stack of them? Upload in bulk and let them process while you get on with your day.


RENEWALS YOU CAN ACTUALLY SEE:

Every expiry lands on a calendar and in a pipeline view. Colour-coded by how urgent it is: overdue, due this week, due this month. You get a reminder before the policy lapses, and a weekly digest every Monday so nothing sits forgotten.

Message a client about their renewal over WhatsApp in two taps.


YOUR CLIENTS, IN YOUR POCKET:

Contact details, every policy they hold, claim history, documents, family
members, birthdays. Search by name, mobile, insurer, or policy number.

Search works offline. No signal at a client's office or on the road? Your book is still there.


CLAIM INTIMATION IN ONE TAP:

Pick the customer, pick the policy, fill in the hospital details. SarvaaOne
formats a proper intimation email and sends it to the insurer's claims desk from your own Gmail. No templates to maintain, no copy-paste.


KNOW WHERE YOU STAND:

Total premium under management, commission earned and pending, coverage mix across health, motor and life. Your portfolio score shows what to improve next, complete your profile, grow your book, lift your renewal rate.


BUILT FOR AGENTS, NOT ENTERPRISES:

- Digital business card you can share on WhatsApp in one tap
- Birthday and anniversary reminders, the calls clients remember
- Bulk import from your existing Excel or Google Sheet
- Add your team and control what each member can see
- Biometric app lock (fingerprint / face)

Your data is stored on servers in India. Fingerprint lock, encrypted local
storage, and you decide who on your team sees what.


FREE FOR 30 DAYS:

Start on the free trial. no card needed. Growth and Pro plans available when
you're ready.

Questions? hello@sarvaax.com