Shriram Fortune Partners

Empowering agents to become complete financial consultants.

Shriram Fortune Partners helps users transform from single-product agents into complete financial consultants by enabling need-based selling across multiple financial categories. Agents can offer: • Life Insurance • General Insurance • Fixed Deposits through a single integrated platform. Why Shriram Fortune Partners? Traditionally, agents focused on selling only one product category. However, customers often have multiple financial needs. Shriram Fortune Partners enables agents to identify those needs and offer the right financial solutions at the right time. Whether it’s: • Life insurance protection • General insurance coverage • Fixed deposit investment options the app enables agents to cross-sell smarter and grow their business efficiently. Key Features Multi-Product Lead Generation Generate and manage leads across insurance and fixed deposit products from one app. Payout Dashboard Track earnings, payouts, and performance across product categories. Become an Agent Seamless onboarding and registration for multiple Shriram entities. Product Catalogue Understand products in detail with easy-to-access product information and learning resources. Marketing & Communication Tools Access promotional creatives and share them directly with customers via social platforms. Customer Portfolio Management View customer insights and identify cross-selling opportunities. Learning Module Access mandatory training modules and product learning videos to improve selling capabilities. Branch Locator Locate nearby branches for support and documentation assistance. Calculators Help customers understand insurance premiums, fixed deposit returns, and financial planning values instantly. Document Center Manage forms, documents, and application-related paperwork digitally. Refer & Earn Refer new partners and expand your earning opportunities. My Schedule & Notifications Manage meetings, reminders, and daily activities effectively. Secure & Reliable Shriram Fortune Partners is built with secure authentication, OTP verification, fraud management controls, and enterprise-grade access management systems to ensure data safety and user protection. Designed for Growth The platform is built to help agents: • Expand customer relationships • Improve productivity • Enable need-based financial selling • Build long-term financial consulting capabilities Start your journey from agent to financial consultant with Shriram Fortune Partners.