New AI CRM for insurance and mutual fund distributors

Never miss a renewal. Never forget a client.

SamrddhiLife keeps every client, family, policy and investment in one passbook. It warns you before renewals lapse and SIPs fail, keeps documents safe and searchable, and gives you an AI assistant that drafts reminders and prepares you for every meeting.

Start 30-day free trial Open the passbook
30 daysearly warning on renewals and failed SIPs
Family-wiseclients, nominees and dates in one record
You decideAI drafts, you review and send
Advisor passbookRahul Patil · Thane
Week 42 · 312 families
Book no. SL-0042-THN
AI Client Assistant: 3 clients bought their term cover before their children were born. A review meeting may be worth considering.A fact from your records. You decide what to discuss.
Renewals this week42
Premium due₹18.4 L
On track35
Term and lifeHealth floatersMotor renewalsSIPs and mandatesELSS and debt foliosHome and shop coversChild and education plansPension and annuity
Who keeps a SamrddhiLife passbook

Made for the people who look after India's family finances.

Advisory is a business of memory and trust. SamrddhiLife holds the memory, so you can spend your time on the trust.

01

Agents and POSPs

Run a full book of families from your phone, with every renewal and birthday in front of you.

02

Insurance brokers

Keep branch teams on one client record, with renewal pipelines and audit-ready logs.

03

Mutual fund distributors

Watch SIP books, bounced instalments and folio documents across every client.

04

Wealth firms

Give relationship managers one view of each household, with roles and permissions.

05

Support teams

Let back-office staff chase documents and payments without touching advice.

Turn the pages

One passbook. Seven modules. Every client in order.

Each page below is a working part of the product. Particulars on one side, the real screen on the other.

Client BookPage 02
Particulars

Clients grouped by family, the way you already think about them.

Policies, folios, nominees, birthdays and notes for every member of the household, found by name, mobile, PAN or policy number.

  • Households, not rowsLink spouses, children and parents into one family record.
  • Nominees and KYC on fileNo stalled claims because a detail was missing.
  • Dates that matterBirthdays, anniversaries and maturities with greetings drafted.
Explore Client Book
Renewal RadarPage 03
Particulars

Thirty days of warning, in your client's own language.

Renewals, expiring motor and health covers, failed premiums and bounced SIPs, lined up every morning before they become lapses.

  • Morning renewal listSorted by due date and grace period.
  • Failed payments firstBounced SIPs and NACH returns rise to the top.
  • Reminders in Indian languagesDrafted in Marathi, Hindi, Gujarati and more.
Explore Renewal Radar
Policy Vault and Portfolio ViewPage 04
Particulars

Every paper safe. Every holding in view.

Policy schedules, CAS statements and KYC copies stored and searchable. Each client's cover and investments on one page, built from your own records.

  • Search inside documentsFind a file by policy number, vehicle number or name.
  • Encrypted and permissionedVisible only to the people you allow.
  • Cover and investments togetherLife, health, motor and funds for the whole family.
Policy Vault Portfolio View
AI Client AssistantPage 05
Particulars

It prepares the meeting. You lead the conversation.

Meeting briefs, review reminders and draft WhatsApp messages for you to edit and send. It points out facts from records. It never recommends products.

  • Brief before every visitFamily, covers, payments and your last notes.
  • Facts worth raisingFor example, cover bought before a child was born.
  • Nothing goes out on its ownEvery draft waits for your approval.
Explore the AI assistant
Lead Garden and Compliance LogPage 06
Particulars

Grow new relationships. Keep a clean record of every one.

Leads and referrals nurtured with patient follow-ups. Disclosures, consent and client communication recorded as they happen, ready for any audit.

  • Referrals stay linkedKnow who introduced whom, and thank them.
  • Consent on recordDate, method and wording, for every client.
  • Append-only trailCorrections are new entries, never overwrites.
Lead Garden Compliance Log
Opening your passbook

From Excel sheet to working passbook in an afternoon.

Most advisors already have their book in a spreadsheet. Bring it as it is.

Step one

Upload your sheet

Excel or CSV, any column order. Policy registers and client lists both work.

1
Step two

Map the columns

Tell us which column is the name, mobile, policy number, premium and due date. Duplicates are flagged.

2
Step three

See your radar

Families are suggested, renewals appear on the radar and your first morning list is ready.

3
House rules of the passbook

Software for advisors. Never a seller of products.

SamrddhiLife is not an insurer, broker, mutual fund distributor or investment adviser. Advisors remain responsible for IRDAI, SEBI and AMFI rules. These are the rules we keep in return.

No advice, ever

Nothing on the platform is financial, investment or insurance advice. We do not sell any financial product.

AI drafts, you decide

The assistant summarises records and drafts messages. It never recommends products or sends anything on its own.

Consent first

Client personal and financial data is stored only with their consent, recorded in the Compliance Log.

Encrypted by default

Data is encrypted in transit and at rest, with role-based access for every person in your firm.

Never sold or shared

Your clients' data belongs to your practice. It is never sold, rented or shared for marketing.

Opt-outs honoured

Reminders and follow-ups respect each client's contact preferences and opt-outs, every time.

Questions at the counter

Asked by advisors before they open a passbook.

Something else on your mind? Our team answers every question personally.

Connect with sales See plans

No. SamrddhiLife is software for registered advisors and distributors. It is not an insurer, broker, mutual fund distributor or investment adviser, and it does not sell or recommend any financial product.

Yes. Upload an Excel or CSV file in any column order, map the columns once, and your clients, policies and due dates come in. Possible duplicates and family links are suggested for you to confirm.

No. The AI Client Assistant reads your own records, prepares meeting briefs, points out facts and drafts messages. It never recommends schemes, funds or policies and never sends anything without your approval.

Client data is stored only with consent, encrypted in transit and at rest, and visible only to the people in your firm you allow. It is never sold or shared. Consent and access are recorded in the Compliance Log.

Yes. Add back-office staff with roles that let them chase documents, update payments and prepare reminders, while advice-related actions stay with the licensed advisor.

Most single advisors are working within an afternoon: sign up, import a spreadsheet, confirm families and your first renewal list is ready. Larger firms usually take a few days with help from our onboarding team.

Your last entry for today

Write yourself thirty days of calm.

Counterfoil
Trial for 1 advisor
Valid for
30 days
Card required
None
Firm of 10+? Connect with sales
SamrddhiLife
DDMMYYYY
PayYour practice
The sum ofThirty days of renewals on time, families in order and an assistant at your side
$0.00for the first 30 days
then from $9 per advisor a month
Sign and start free trial Authorised signatory: you