AI automation for financial advisory and insurance agencies
We build software that collects client documents, tracks renewals and follow-ups, and prepares commission statements and meeting follow-ups. Advisers approve everything that reaches a client.
What we automate
- Client onboarding documents requested, collected and checked against a list, with gaps chased.
- Policy and review dates tracked, with draft reminders for the adviser to approve.
- Meeting notes turned into follow-up tasks and a draft summary, reviewed before sending.
- Commission and fee records matched and tallied, with differences flagged for a person.
What you get
- Fewer renewals and reviews slipping past.
- Advisers spend time with clients, not on paperwork.
- Records that are complete when someone asks.
Why Shuddh Tech
We build around how your business already works, and you see it working on sample data before the full build. You choose how much runs on its own, from suggest-only to do-it-and-tell-me, and every action is recorded. A fixed fee for each part, paid in stages.
Questions
Can it send advice to clients?
No. It prepares drafts and tracks tasks. An adviser reviews and sends anything that reaches a client.
How are client documents handled?
Your data sits in a space of its own that only your team can reach, and sensitive documents are shared with personal details masked first.
Where do we start?
With one chore that costs your team the most time. Book a free twenty-minute intro call and we will tell you honestly whether we can help.
Twenty minutes, by phone or video, free.
Book an intro call