For CAs, Loan & Insurance Agents
Get More Clients, Close Deals Faster
Our AI Agent works 24/7 on your website and WhatsApp to answer client questions, collect documents, and schedule appointments, so you can focus on your work.
Less Paperwork. More Business.
How AI helps financial professionals across India work faster.
40%
Faster loan & policy approvals
70%
Less time spent on follow-ups
2x
More client meetings booked automatically
How an AI Agent Helps You Work Smarter
Answer client questions about loans, policies, or investments instantly.
Automatically collect PAN, Aadhaar, and other documents securely.
Can Help clients know more about EMIs or premiums right in the chat.
Book client meetings and appointments in your calendar automatically.
Generate new leads by capturing visitor details from your website 24/7.
Send automated reminders to clients for document submission or payments.
See all your client conversations in one simple, organized place.
Build client trust with bank-level security for all data.
Ready to Build a Smarter Practice?
Stop chasing clients and let your AI Agent do the heavy lifting. Get more leads and close deals faster, starting today.