Smart insurance CRM for agents — policies, renewals & clients
About SarvaaOne
SarvaaOne is a business app developed by SarvaaX Solutions.
How many times has SarvaaOne been downloaded?
SarvaaOne has been downloaded 30 times. In the last 30 days, the app was downloaded 7 times.
What is the rating of SarvaaOne?
SarvaaOne has no ratings yet.
Is SarvaaOne free?
SarvaaOne is free to download. The APK download size is 58.25 MB. The latest version available is 1.6.1. The last update was on August 6, 2026.
What are the requirements for SarvaaOne?
The app has a content rating of Everyone. The app has been available on Google Play 6 days ago.
Description
Renewals slip through the cracks when your client list lives in a diary, a spreadsheet, and three WhatsApp chats. SarvaaOne puts your whole book in one place, so you know exactly whose policy expires next week, and you call thembefore your competitor does.
Built in India, for Indian insurance agents and agencies.
UPLOAD A POLICY, SKIP THE TYPING:
Upload the policy document and SarvaaOne reads it for you, insurer, policy number, premium, sum insured, expiry date, all filled in automatically. Works with the PDF straight from the insurer's portal.
Check what it pulled out, fix anything it got wrong, save. What used to take ten minutes of data entry is done in under a minute.
Got a stack of them? Upload in bulk and let them process while you get on with your day.
RENEWALS YOU CAN ACTUALLY SEE:
Every expiry lands on a calendar and in a pipeline view. Colour-coded by how urgent it is: overdue, due this week, due this month. You get a reminder before the policy lapses, and a weekly digest every Monday so nothing sits forgotten.
Message a client about their renewal over WhatsApp in two taps.
YOUR CLIENTS, IN YOUR POCKET:
Contact details, every policy they hold, claim history, documents, family members, birthdays. Search by name, mobile, insurer, or policy number.
Search works offline. No signal at a client's office or on the road? Your book is still there.
CLAIM INTIMATION IN ONE TAP:
Pick the customer, pick the policy, fill in the hospital details. SarvaaOne formats a proper intimation email and sends it to the insurer's claims desk from your own Gmail. No templates to maintain, no copy-paste.
KNOW WHERE YOU STAND:
Total premium under management, commission earned and pending, coverage mix across health, motor and life. Your portfolio score shows what to improve next, complete your profile, grow your book, lift your renewal rate.
BUILT FOR AGENTS, NOT ENTERPRISES:
- Digital business card you can share on WhatsApp in one tap - Birthday and anniversary reminders, the calls clients remember - Bulk import from your existing Excel or Google Sheet - Add your team and control what each member can see - Biometric app lock (fingerprint / face)
Your data is stored on servers in India. Fingerprint lock, encrypted local storage, and you decide who on your team sees what.
FREE FOR 30 DAYS:
Start on the free trial. no card needed. Growth and Pro plans available when you're ready.
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Each subscription will automatically renew 3 days before the expiration date for
the same time period. Subscriptions can be cancelled at any time before the renewal.
