Our Promise

Your book is yours.

Your book is your business. The names, the renewal dates, the relationships — that is what you have spent years building, and it is the one thing you cannot get back once it is taken. Before you share any of it with us, you deserve to know exactly where we stand.

What you are afraid of

We would rather say it than have you wonder whether we have thought about it. The fear is specific, and it is a reasonable one: that you hand us your book, and we quietly pass your customers to another advisor who undercuts you just before renewal. You would not find out until the business was already gone.

Here is our answer, in the plainest words we can write.

We never give your customers to another advisor.

Not a name. Not a contact number. Not a renewal date. We do not sell leads, we do not pass referrals, and we do not take a cut of anyone's business.

There is no arrangement of this kind today, and there will not be one. If we ever built such a thing, it would not be a new line of revenue — it would be the end of the product.

Pratibimb cannot contact your customers.

This one is not a promise we are asking you to take on faith. The ability does not exist. There is no channel from Pratibimb to your customer, and there is no setting to switch on.

When a customer needs a renewal reminder, Pratibimb writes the message and hands it to you. You send it — from your number, in your name. You will never see us message anyone, because we cannot.

We never share your book with an insurer or an agent.

No insurer sees your book. No agent sees your book. No other advisor sees your book.

We are a software company. We hold no licence to place insurance, we do not sell it, and we earn nothing from the policies you place. Your customers are of no commercial use to us — and that is the point.

Why you can believe this

We are not asking you to trust our character. You do not know us. Look at our incentives instead.

Sarvada earns when advisors pay for software that makes them better at their work. An advisor whose customers were poached would leave the same day — and tell every advisor they know. This market is small and it talks. One such story ends this company.

Our interests are not merely aligned with yours. They depend on yours entirely. The day we break this promise is the day there is no business left to break it for.

For completeness

We read the documents you share in order to build your book, and we study how our systems read them so that the reading becomes more accurate. Running the service means your information passes through the cloud services that host it and the AI services that read it, under our instructions and for your work alone. That is what your data is used for, and it is all it is used for.

What we collect, why, and who processes it on our behalf is set out in our Privacy Policy. How we protect it is set out in Security.

Hindi mein

Aapki book aapki hai.

Aapke client kabhi kisi doosre advisor ko nahi diye jaayenge — na naam, na number, na renewal date. Na lead, na referral, na koi cut. Kisi bhi keemat par, kisi bhi haalat mein nahi.

Pratibimb aapke clients se sampark kar hi nahi sakta. System mein aisa koi channel maujood hi nahi hai. Reminder bhejna ho to Pratibimb message likh kar aapko de deta hai — bhejte aap khud hain, apne number se, apne naam se.

Aapki book kisi insurer, agent ya doosre advisor ke saath kabhi share nahi hoti. Hum ek software company hain. Insurance bechne ka licence hum rakhte hi nahi, aur aapki policies se hum kuch nahi kamate.

Yeh hamari koi pasand nahi hai. Yeh wahi shart hai jis par yeh poora business khada hai.

— Sarvada

If any part of this is unclear, or you want to ask it directly, write to akhil@sarvada.ai. A real person answers.