Your entire insurance book. One companion.
Every client, policy, renewal, and commission in one place. Pratibimb on WhatsApp keeps it all current.
Renewals this month?
Three due in July:
Saved. Ramesh Agarwal's two-wheeler policy renewed to Jul 2027. Commission logged: ₹742.
Built for India's insurance advisors
Everything Your Practice Runs On
Clients, policies, renewals, and commission in one place, with a companion that answers for all of it.
Your Complete Client Book
Every client and every policy you have placed, in one searchable place. Forward a policy PDF and Pratibimb files the client, the cover, the dates, and the commission.
Renewals That Never Slip
A renewal pipeline with due dates and reminders, plus a win-back list for covers that lapsed. Start every month knowing exactly who to call.
Commission Ledger
Every rupee you earn, logged per policy and totalled by month and insurer. Deterministic arithmetic, never an estimate.
Pratibimb on WhatsApp
Ask about any client, policy, or payout in plain language and get an instant answer. Pratibimb works where you already work: WhatsApp.
A Daily Digest
Each morning Pratibimb briefs you on the day ahead: renewals coming due, clients worth a call, and money left on the table.
Policy Analysis Built In
The Sarvada Intelligence engine reads coverage, exclusions, and wording from every uploaded policy. The same engine enterprise teams use.
How It Works
Three steps from a stack of PDFs to a book that runs itself.
Sign in with your number
Your phone number and an OTP. No forms, no setup call. Pratibimb works on your phone and your laptop from the first minute.
Forward your policies
Send policy PDFs to Pratibimb on WhatsApp or upload them on the web. Each one becomes a client, a cover, a renewal date, and a commission entry.
Run your day from one screen
Renewals due, clients to call, commission earned. Pratibimb briefs you every morning and answers whenever you ask.
The Engine Behind Pratibimb
Sarvada Intelligence researches companies and audits commercial policies for gaps, grounded in IRDAI regulation with citations on every finding. It reads every policy inside Pratibimb, and enterprise teams use it directly through the app and the API.
Gap analysis against the policies on file:
Every finding cites the source it came from.
See Pratibimb in Action
A short walkthrough of the assistant your practice runs on: ask for any client, policy, or payout in plain language and get an answer back on WhatsApp, with no app to install.
Every client, policy, renewal, and commission in one place, kept current in the app you already use all day.
One Platform, Two Fronts
Pratibimb for the advisor running a book. Sarvada Intelligence for the teams underwriting and auditing commercial risk.
Insurance Advisors
For the POSP or agent with a book spread across notebooks, spreadsheets, and chat threads. Pratibimb pulls it into one place and keeps renewals, follow-ups, and commission moving on WhatsApp.
Brokers, Underwriters, and Risk Teams
For enterprise teams researching companies and auditing commercial cover. Sarvada Intelligence drafts the risk profile, flags the gaps, and cites every finding, in the app or over the API.
Join the waitlist for early access to Sarvada Intelligence
Security & Compliance
Enterprise-grade security is built into every layer of Sarvada. Your sensitive data is protected by industry-leading security practices.
Learn about our securityEncryption Standards
Industry-leading data protection
Data Privacy
Protecting customer information
256-bit Encryption
Bank-grade data encryption at rest and in transit
AWS Infrastructure
Hosted on secure AWS data centers
Your data stays yours
Your book is yours. The policies and documents you share stay tenant-isolated, are never shared with other advisors or insurers, and are never sold.
Bring your book to Pratibimb.
Every client, policy, renewal, and rupee of commission in one place, with Pratibimb on WhatsApp handling the follow-through.
Frequently Asked Questions
The digital companion for India's insurance advisors. It holds your complete client book, tracks renewals and commission, and answers on WhatsApp for all of it.
Forward policy PDFs to Pratibimb on WhatsApp or upload them on the web. Each document becomes a client record, a policy with its renewal date, and a commission entry. No manual data entry.
The research and policy-analysis engine behind Pratibimb. It researches companies, drafts risk profiles, and audits commercial policies for gaps, grounded in IRDAI regulation with citations on every finding. Enterprise teams use it directly through the app and the API.
Yes. Encrypted at rest and in transit. Tenant-isolated, never shared with anyone else, never sold. Security posture documented at the security page.