WealthCoverAI is the CRM built for Indian insurance agents & wealth advisors — clients, policies, investments, renewals and AI, working together automatically.
🔒 Lock your price for life — early members never pay more, ever.
Built specifically for how Indian insurance agents and wealth advisors actually work.
Map family members, link nominees, and see a client's whole household — not just one policy at a time.
Health, life, term, vehicle policies alongside mutual funds, SIPs, stocks and bonds — one 360° view per client.
Drop a policy PDF or photo — WealthCoverAI extracts the details and pre-fills the deal. You just approve.
Automated reminders for renewals, SIP due dates, birthdays and anniversaries — with WhatsApp wishes sent for you.
Connect CAMS & KFinTech Mailback once — your clients' fund values update themselves every day.
Ask business questions, draft client messages, and get red-flag research — right from your own dashboard (Pro).
Every client gets their own secure login to view policies, investments, documents and claims — under your brand.
Send renewal nudges, celebration wishes and updates from your own WhatsApp number and email address.
Import from Google Contacts or add manually — family, policies and investments in one place.
Link CAMS/KFinTech Mailback, WhatsApp and Gmail — WealthCoverAI keeps everything current.
Renewals, birthdays and valuations stay on track automatically, while you focus on the relationship.
Join now and these prices are yours forever — even as we add more features.
Try the full CRM core
For solo agents getting organized
AI-powered, most popular
For a growing practice
Built for scale
Testimonials coming soon — we're just getting started with our first early-access agents.
Join early access now and lock in your price for life.