Sarathi-AI is an independent, India-first CRM founded by Dushyant Sharma in April 2026 to give insurance advisors the same enterprise-grade AI tools that big banks use — at ₹199/month.
Every Indian family has an insurance advisor — usually someone who picks up a call at 9 PM, drives across the city to deliver a policy bond, and remembers your child's birthday before your bank does. They are the human glue between a billion people and the financial system.
And yet, almost every advisor we met was running their entire business on the same three tools: a thick paper register, dozens of WhatsApp chats, and an Excel sheet that crashed every Diwali.
The result? Renewal reminders forgotten. Lakhs of rupees in commission lost every year. Promising leads going cold because a follow-up note got buried under 400 unread messages.
"India's advisors don't need another dashboard. They need an assistant they can talk to — in Hindi, in Hinglish, while driving between meetings — that just gets things done."
That is the only reason Sarathi-AI exists. To give every advisor — from a one-person LIC agency in a Tier-3 town to a 50-agent firm in a metro — the same voice-first AI that costs enterprise CRMs ₹50,000+ per seat per month, for ₹199/month.
Dushyant is a technology professional based in Indore with a background spanning enterprise software, AI systems, and Indian financial services. He has spent years building production systems for regulated industries where one bug means real people lose real money — which is exactly why Sarathi-AI is built the way it is: every advisor's data lives in their own isolated tenant, every byte is encrypted in transit and at rest, and not a single client record is ever used to train an AI model.
The decision to build Sarathi-AI came from watching his own family's insurance advisor — a man who had served three generations of Sharmas — manually copy-paste 200 client phone numbers into a single WhatsApp broadcast on Diwali, and then apologise the next morning for missing a renewal that cost the family a ₹3-lakh claim rejection.
That advisor deserved better tools. So do the other 2.6 million IRDAI-licensed agents in India.
Connect: Dushyant Sharma on LinkedIn