Insurance-native policy advisory,
live in weeks.
SarvAssure is an advisory workflow built with the integrations, guardrails, audit trails and human handoff insurtechs actually need — plugged into how you already sell policies. It runs over voice, chat, WhatsApp or API, and claim assistance is next.
Improve advisory conversion and cut repetitive policy queries — without building an in-house AI or compliance stack.
Plugs into the insurers your customers already trust.
Our recommendation engine runs against live data from the carriers you already work with — HDFC Ergo, Bajaj Allianz, ICICI Lombard, Tata AIG, New India, Digit and more. No carrier pays for placement.
An insurance-native advisory workflow.
Not a generic AI layer. A workflow that connects to your systems, stays inside your rules, logs every recommendation, and hands off to a human when it should.
Policy Advisor
LiveHelps each customer choose the right cover — grounded in your policy catalog and quote engine, ranked honestly, and explained in plain language.
Claim Assistant
What's nextGuides policyholders through filing and tracking a claim, and flags claim anomalies for human review. Dedicated fraud detection is on the roadmap.
Any interface
Voice · Chat · WhatsApp · APIThe same workflow, wherever your customers already are — channel-agnostic by design, not a separate product to buy.
How it works
From integration to live customer conversations in weeks, not quarters.
Connect your stack
Plug SarvAssure into your quote, policy and claims systems over secure APIs — no rip-and-replace.
Configure your workflow
Switch on advisory, claims and voice modules, set your rules and tone, and pick the channels — WhatsApp, web or phone.
Go live for your customers
Launch a branded AI agent that advises, assists and answers — in Hindi, English and more — with your team in control.
Being an advisor is a 24×7 hustle.
Scroll through one real day — and watch where SarvAssure steps in.
Rekha auntie
Renewal due kal — kar dena beta 🙏
Amit (Honda City)
Premium kitna aayega is saal?
New lead · Verma
Aapka number Sharma ji se mila
Priya · health top-up
Papa ke liye plan chahiye
The day starts without you
The first renewal ping is already blinking.
Before chai, before the alarm you actually set — three renewals due, two premium queries, one “sir aap busy ho?”. The hustle doesn’t wait for office hours.
Everyone at once
Forty chats open. Four insurers. One of you.
The same three questions, over and over, across WhatsApp, calls and DMs. Every reply is copy-paste-tweak — and every minute on it is a minute not spent closing.
Star Health
Cashless · 12k+
₹18,400
HDFC Ergo
Cashless · 12k+
₹21,900
Care Supreme
Cashless · 12k+
₹17,200
best fit?
ICICI Lombard
Cashless · 12k+
₹22,650
Niva Bupa
Cashless · 12k+
₹19,050
The grind after dinner
Five tabs open to find the one policy that fits.
Comparing premiums, riders and claim ratios by hand, late, tired — because the right recommendation is the whole job. Get it wrong and you lose the trust, not just the deal.
Rakesh Kumar
Motor claim · rejected
“Sir, mera claim kab settle hoga?”
The call you can’t let slip
“Sir, mera claim kab settle hoga?”
It’s nearly midnight and someone’s scared about a rejected claim. This is the moment the relationship is made or broken — and there’s only one of you to answer it.
Enter SarvAssure
The agent picks up the grind. You keep the relationship.
Renewals, premium queries, policy comparisons and first-line claim help — handled in Hindi, English and more, over voice, chat and WhatsApp. Every answer logged, a human one tap away. You do what only you can.
Recommendations your customers can trust
Policy Advisor doesn't just list every policy — it tells each customer which one actually fits, and why. Grounded in your own catalog, ranked honestly, and logged for review.
Scanning 4 insurer quotes for your Hyundai i20...
HDFC Ergo
Rs. 11,240/yr
94% claim-settlement rate
Bajaj Allianz
Rs. 9,860/yr
98% claim-settlement rate
New India
Rs. 10,450/yr
91% claim-settlement rate
ICICI Lombard
Rs. 10,980/yr
96% claim-settlement rate
Illustrative comparison — the premiums, insurer selection and claim-settlement rates shown are demo data. In production the engine ranks live quotes and settlement rates pulled from your connected carriers.
Built for digital-first insurance teams.
If you already run advisory conversations at volume through a digital channel and can connect your policy systems, SarvAssure plugs into how you work today.
Digital insurers & MGAs
Guidance for every policyholder
Embed advisory and claim assistance directly in your app or WhatsApp, so every customer gets clear, honest guidance — without growing your support headcount.
Brokers & aggregators
Turn leads into cover
- ✓Every lead gets an AI advisor
- ✓Honest, unbiased recommendations
- ✓Higher conversion, lower cost per lead
Agents & POSP networks
Routine handled, around the clock
For networks already fielding queries through a digital or call-center channel, the workflow handles routine advisory, renewals and FAQs — so your people spend their time on the conversations that actually close.
Where we plug in
Into the systems you already run.
Connected to everything a policy touches.
The agent runs on live data from your insurers, quote and claims systems, policy records and a human expert when it's needed — grounded in your data, not a chatbot guessing.
An AI agent up front. Your team in control.
The same workflow runs over voice, chat, WhatsApp and API — with every recommendation logged and a person one tap away.
For your team
Every conversation, logged and in view.
- → Live view of every voice, chat and WhatsApp thread
- → One-tap handoff the moment a human is needed
- → Every recommendation logged with its reasoning, for audit
For your customers
A branded portal, under your name.
- → Every policy your customer holds, in one place
- → A renewal calendar that reminds them early
- → Claim tracker, from filing to settlement
Honda City · Comprehensive
Renews 12 Mar 2027
Activa 6G · Third Party
Renews 04 Jan 2027
What a generic AI layer doesn't have.
The insurance-specific machinery underneath — the reason SarvAssure holds up in front of regulated entities and real customers.
Insurance-native integrations
Connects to your policy catalog, quote engine and CRM — not a standalone bolt-on tool.
Workflow guardrails
Explicit rules on what the advisor can recommend, when it discloses it's AI, and where it stays out of scope.
Audit trails
Every recommendation and its reasoning is logged and reviewable — built for regulated entities.
Human handoff
Defined escalation points where a person takes over: complex cases, customer distress, anything outside scope.
Multilingual
Advisory in the languages your customers actually speak, across every channel.
Live in weeks
Pre-built workflows and ready connectors mean a launch measured in weeks, not quarters.
Building an insurtech? Let's talk.
Start with Policy Advisor, add Claim Assistant when you're ready, and deploy over any channel — we'll show you a working demo on your own use case.
Policy Advisor
LivePut an honest, insurance-native advisory workflow in front of every customer.
Claim Assistant
What's nextGuide policyholders through claims and flag anomalies for human review. Fraud detection is on the roadmap.
Any interface
Voice · Chat · WhatsApp · APIThe same workflow, wherever your customers already are — channel-agnostic by design.