AdviceSahi

Insurance Agency Management

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Designed specifically for IRDAI-registered financial and insurance advisors, this professional platform offers extensive analytical tools such as internal rate of return calculations, human life value modeling, and coverage gap assessments to enable data-driven and accurate client recommendations. It features multiple policy import methods—including Gmail auto-import, DigiLocker integration, direct PDF uploads, and manual data entry—allowing flexibility to accommodate diverse client situations while ensuring precise portfolio analysis, policy scoring, and detailed client reports. This platform addresses the common challenges of verifying insurance data, identifying underinsured policies, and optimizing coverage by providing acturially precise insights, making it ideal for financial planning professionals seeking verifiable, deep analytical capabilities to serve individuals across varying insurance portfolios.

AdviceSahi can be found in Insurance Agency Management categories.

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Details

AdviceSahi Main Features

• Dashboard
  Advisors can view all client data and analysis on a single screen.
• IRR Computation
  The SaaS calculates precise investment returns (IRR) for policies.
• Verifiable Data
  All advice is based on accurate and checkable data about policies and clients.
• Analytical Engine
  AdviceSahi uses a smart engine that can calculate IRR, Human Life Value, and coverage gaps using real data.
• Gmail Auto-Import
  Automatically scans Gmail inboxes for insurance policy emails when clients accept a secure invitation.
• Manual Data Entry
  Enables advisors to input policy details manually if no digital record exists.
• Portfolio Analysis
  The system reviews all policies a client has to find coverage gaps and underinsurance.
• PDF Document Upload
  Allows uploading policy PDFs which are scanned and extracted using OCR technology.
• Policy Scoring Scale
  Policies are rated on a scale to easily see their quality and value.
• Policy Import Options
  Supports importing policies from emails, DigiLocker, PDFs, or manual entry, regardless of how they are stored.
• User-Friendly Process
  The SaaS guides advisors step-by-step from client initiation to complete analysis.
• DigiLocker Integration
  Fetches policy documents stored in DigiLocker with client permission for automatic analysis.
• Client Analysis Reports
  Detailed reports help advisors understand each client's insurance situation.
• IRDAI-Registered Advisors
  The SaaS is made for advisors registered with IRDAI to help them do their work well.
• Complete Portfolio Analysis
  Advisors can analyze a client's entire insurance portfolio in just 5 minutes.
• Coverage Gap Identification
  It finds the amount of insurance that is missing or underinsured for each client.
• Multiple Policy Import Methods
  Policies can be imported in four ways: Gmail, DigiLocker, PDF upload, or manual entry.

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Technologies Used

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