How AdviceSahi works.

One platform, two sides. Policy holders understand their policies. Licensed advisors meet policy holders who asked to talk. The two sides meet only when the policy holder chooses.

As a policy holderFree, always.As an advisorLicensed advisors only.

1
Step 1
Create a free account with your phone number.
2
Step 2
Add your life insurance policies. Upload a PDF, read insurer emails from Gmail, or use DigiLocker.
3
Step 3
AdviceSahi reads each policy and pulls out premium, cover, term and benefits.
4
Step 4
See your report: what you pay, what you are covered for, and what the policy is worth today.
5
Step 5
Decide whether to share. Pick an advisor and consent to sharing, separately from everything else.
6
Step 6
Talk to the advisor on WhatsApp, once you give consent. It's optional.
7
Step 7
Rate the advisor after the meeting.

1
Step 1
Create an account and submit your IRDAI licence number.
2
Step 2
Get verified. We check your licence before your profile is listed.
3
Step 3
Set up your profile with languages, cities, specialities and how you work.
4
Step 4
Receive leads from policy holders who chose to share their report with an advisor.
5
Step 5
Respond with a proposal from the composer, within 48 hours.
6
Step 6
On acceptance you connect with the policy holder on WhatsApp. You set the meeting.
7
Step 7
Build a record. Outcomes and ratings appear on your profile.

As a policy holder

Free, always.

As an advisor

Licensed advisors only.

Policy holder, step 1

Create a free account with your phone number.

Advisor, step 1

Create an account and submit your IRDAI licence number.

Policy holder, step 2

Add your life insurance policies. Upload a PDF, read insurer emails from Gmail, or use DigiLocker.

Advisor, step 2

Get verified. We check your licence before your profile is listed.

Policy holder, step 3

AdviceSahi reads each policy and pulls out premium, cover, term and benefits.

Advisor, step 3

Set up your profile with languages, cities, specialities and how you work.

Policy holder, step 4

See your report: what you pay, what you are covered for, and what the policy is worth today.

Advisor, step 4

Receive leads from policy holders who chose to share their report with an advisor.

Policy holder, step 5

Decide whether to share. Pick an advisor and consent to sharing, separately from everything else.

Advisor, step 5

Respond with a proposal from the composer, within 48 hours.

Policy holder, step 6

Talk to the advisor on WhatsApp, once you give consent. It's optional.

Advisor, step 6

On acceptance you connect with the policy holder on WhatsApp. You set the meeting.

Policy holder, step 7

Rate the advisor after the meeting.

Advisor, step 7

Build a record. Outcomes and ratings appear on your profile.

Which side are you on?

Pick the page that fits. You can come back to the other at any time.

I'm a policy holder I'm an advisor

Questions about how AdviceSahi works.

How does AdviceSahi work?

Policy holders add their life insurance policies, AdviceSahi reads them and builds a report, and the policy holder decides whether to share it with a licensed advisor. Advisors get verified, then receive leads from policy holders who chose to share.

How do I add my life insurance policies?

Upload a PDF, read insurer emails from Gmail, or use DigiLocker.

What does AdviceSahi read from my policy?

AdviceSahi pulls out the premium, cover, term and benefits of each policy, then shows what you pay, what you are covered for and what the policy is worth today.

When does an advisor see my report?

Only after you pick an advisor and consent to sharing. That consent is separate from everything else you do in the app.

How are advisors verified?

Advisors submit their IRDAI licence number. AdviceSahi checks the licence before the profile is listed.

How quickly does an advisor respond?

Advisors respond to a lead with a proposal within 48 hours. You are never required to speak to one.