AI Operating System for All Insurance Professionals
One Platform. Every Policy. Every Customer. Every Opportunity.
Manage customers, families, policies, renewals and business opportunities all from one AI 🤖 intelligent platform.
Policy MitraGood Morning, Vikram
Your AI command center.
Plan for the Day
Meet 4 clients · earn ~₹38,000 · best time 11:30 AM
6
Renewals
4
Cross-sell
2
Lapsed
86
AI Score
₹4.2L
Revenue
92%
Health
Today's Priority Queue
Arjun · Term renewal
Due in 5 days
Only 100 places
Become one of our 100 Founder Members
The first 100 Founder Members get 1 year of free Professional access to Policy Mitra AIOS, plus the Founder Member badge.
- 5
- Product pillars in one operating system
- 30 days
- Free trial on the Professional plan
- 100
- Founding Advisor places
- ₹299
- Starting price per month
Most tools help you store policies.
We help you run the relationship.
Policy Mitra AIOS is not another CRM. It is the operating system for the whole customer relationship, from family protection to renewals to your next opportunity.
See everything it does- 01
The family, not the file
A CRM stores one policy per row. Policy Mitra AIOS shows the whole household: who is covered, by what, and what is missing.
- 02
A day that plans itself
Renewals, lapses and follow-ups arrive as a priority queue each morning, so you start with the customer who matters most.
- 03
A partner, not a search box
Mitra AI reads your book, tells you where to start and drafts the message. You decide what gets sent.
- 04
Your book stays yours
Your customers, families and policies belong to you. Export them any time, and keep them when you change plans.
Know the Family.
Not Just the Policy.
See every family member, policy, premium, renewal, claim and protection gap in one view.
- One household record instead of scattered individual policies
- Who is covered, by which policy, and when it renews
- Documents and claims attached to the right family member
Protection Gap Intelligence
Coming SoonWhat is missing from this family's protection?
Family Protection Score
Mitra identifies where this family is exposed.
Life Protection Gap
Earning member's cover is below the family's needs
Health Gap
Floater sum insured is low for a family of four
Parent Protection Gap
A senior parent has no health cover
Motor Protection
Comprehensive cover is active
Illustration of a capability in development. The family view, policies, documents and claims are live today.
Policy MitraFamily Insurance Tree
Protection for every member.
Arjun
Self
96%Priya
Spouse
74%Aarav
Son
52%Meena
Mother
30%Meet Mitra AI
BetaYour AI Business Partner for Insurance
Mitra reads your book every morning and tells you where to start: which renewals are at risk, which customers need a call, and what to say when you reach them.
- Opens your day with the renewals and follow-ups that matter most
- Drafts the reminder from the policy record, ready for you to send
- Points you from a family to its gaps to your next conversation
In beta today: Mitra answers from your own records and drafts renewal messages. Opportunity finding and recommendations are in development. You always decide what is sent.
Mitra AI
Your business partner
Good morning, Vikram.
renewals this week
2 are already in grace period
customer opportunities today
Families with a protection gap
Here's what I recommend you do first.
Illustrative conversation with sample data
Five pillars. One operating system.
Not another CRM. Everything an advisor does in a day, organised around the customer relationship.
Advisor OS
Your whole book in one workspace: every lead, customer, task and follow-up, with nothing kept in a spreadsheet or a notebook.
- CRM
- Leads
- Customers
- Follow-ups
- Tasks
Family 360°
See the household, not just the policy: every family member, what covers them, their documents and claims — and what is missing.
- Family
- Policies
- Documents
- Claims
- Protection ScoreComing Soon
Renewal Intelligence
A priority queue of who to contact today, with lapses separated out and every call or message logged against the policy.
- Renewal Calendar
- Priority Queue
- Lapse Alerts
- Automated RemindersComing Soon
Mitra AI
Your AI business partner: it reads your book, tells you what needs attention first and drafts the message for you to send.
- Next Best ActionBeta
- Customer InsightsBeta
- Communication DraftsBeta
- Cross-sell OpportunitiesComing Soon
Business Insights
Know how the business is doing: premium, commission, lead conversion and, for teams, performance by advisor and branch.
- Revenue
- Performance
- Conversion
- Team Analytics
- Live working today
- Beta in testing
- Coming Soon in development
- Enterprise needs integration
Renewal Intelligence, step by step
From the moment a policy is recorded to the day it renews, the platform tracks, flags, drafts and logs. You step in where judgement is needed.
A policy is recorded
Advisor and customer
When this happens
An advisor or customer saves a policy with its renewal date.
Policy Mitra AIOS does this on its own
- The policy joins the customer's profile and family view
- A renewal record is created for the due date
- The entry is written to the activity history
Family Floater · POL-20341
Renewal tracked for 14 Nov
Messages are always sent by you, from your own device. Nothing goes to a customer without you choosing to send it. See the full workflow
Built for Insurance Advisors
Your customers. Your families. Your book. Your business.
Start Every Day Knowing What to Do Next.
Your AI Advisor OS turns your customer, family, policy and renewal data into a clear daily action plan.
- Keep every customer, family member, policy and note in one profile
- Work renewals from a queue: call, WhatsApp or email in one tap
- Move customer requests through a pipeline from new to completed
- Track leads, tasks, claims and commission without a spreadsheet
Handled for you
- Renewals are flagged 30, 15, 7 and 1 day before they are due
- Reminder messages are drafted from the policy record
- Recording a renewal rolls the policy forward and logs the commission
Good morning, Anita
Today's work
Renewals this week
6
Follow-ups
6
New requests
1
Pending documents
7
Priority queue
| Customer | Action | Priority |
|---|---|---|
| Deepa MenonIndividual Health Cover | Overdue renewal | High |
| Priya NairIndividual Health Cover | Renewal call | High |
| Farhan QureshiCommercial Vehicle | Confirm payment | High |
| Sunita JoshiClaim CLM-30212 | Collect discharge card | High |
| Rahul SharmaRequest REQ-10482 | Shortlist term plans | Medium |
See Policy Mitra AIOS at work
The screens an advisor uses every day, in the order the day runs. Swipe or use the arrows to explore.
Policy MitraGood Morning, Vikram
Your AI command center.
Plan for the Day
Meet 4 clients · earn ~₹38,000 · best time 11:30 AM
6
Renewals
4
Cross-sell
2
Lapsed
86
AI Score
₹4.2L
Revenue
92%
Health
Today's Priority Queue
Arjun · Term renewal
Due in 5 days
Policy MitraFamily Insurance Tree
Protection for every member.
Arjun
Self
96%Priya
Spouse
74%Aarav
Son
52%Meena
Mother
30%Policy MitraPriority Queue
Renewals to action today.
Arjun · Term
5dAnil · Health
8dKarthik · Grace
OverdueMitra AI 🤖
Online
Policy MitraGood Morning, Arjun
Here is the latest on your coverage.
Total Active Policies
12
Total Sum Insured
₹2.5 Cr
Next Renewal Date
14 Nov 2026
Family Coverage
Arjun
Priya
Aarav
Policy MitraAnalytics
Business insights.
Monthly Premium Growth
Conversion
+14% ▲
Top Product
Health Cover
Policy MitraSchedule
November 2026
Term renewal
Arjun · 10:30 AM
Priya's birthday
Wish + child plan
Policy MitraBroker Command Center
Your advisor network.
Total Advisors
24
Active
18
Premium Collected
₹8.5 Cr
Top Advisors
Apex Insurance Group
Nexus Underwriting
Screens are from the Android demo app and show sample data.
Policy Mitra 100 Advisor Founders Program
Become one of the first 100 Policy Mitra Advisors
Founding advisors get the Professional plan, hands-on onboarding and a direct say in what we build next.
1 Year Free
Use the full Professional plan free for your first year.
Professional Plan
The complete Advisor OS, not a cut-down starter tier.
Free Onboarding
A guided setup so you are working from day one.
Import First 25 Policies
We help you bring in your first 25 policies.
Family 360°
Every household in your book, in one view.
Renewal Intelligence
Priority queue, lapse alerts and reminders.
Mitra AI
Your AI business partner for insurance.
Founder Badge
Recognition as one of the first 100 advisors.
How joining works
- 1Apply to the program
- 2Onboarding call and policy import
- 3Start your free year
Founding Advisor
Only 100 places1 year free
on the Professional plan, with onboarding included.
Join Founding Advisor ProgramFounding Advisor Lifetime Offer
₹24,999one-time
Pay once instead of a monthly or yearly plan. What you get, and for how long:
- Professional plan capabilitiesFor life
- Product updatesFor life
- Priority support2 years
- Founder badge and recognitionPermanent
Secure by Design
An advisor's book is built on trust. This is how Policy Mitra AIOS treats the information you and your customers put into it.
Policy Mitra AIOS is software for insurance advisors. It is not an insurer or an insurance intermediary, and it does not hold or claim any regulatory approval. The web application on this site currently runs as a demo with sample data stored in your browser. Data processing and consent
Simple Plans. Powerful Growth.
Start small. Grow your advisory business. Upgrade when you need more.
Annual billing gives you approximately 2 months free.
Starter
For New Advisors
₹299/ month
or ₹2,999 / year
Everything you need to start managing your insurance business digitally.
Start with StarterIncludes
- Up to 100 Customers
- Up to 250 Policies
- Basic CRM
- Basic Family 360°
- Policy & Document Management
- Renewal Reminders
Professional
For Serious Advisors
₹799/ month
or ₹7,999 / year
Your complete AI-powered Advisor Operating System.
Start 30-Day Free TrialIncludes
- Up to 500 Customers
- Up to 1,500 Policies
- Complete CRM
- Full Family 360°
- Renewal Intelligence
- Mitra AIBeta
Business
For Agencies & Teams
₹1,999/ month
or ₹19,999 / year
Everything in Professional, plus tools to manage and grow your team.
Start Business PlanIncludes
- Up to 2,000 Customers
- Up to 10,000 Policies
- Multi-user Access
- Team Management
- Advisor Performance Dashboard
- Team Analytics
Enterprise
For Brokers & Large Networks
Custom
Priced for your network
Built for large advisory businesses, brokers and insurance networks.
Talk to Our TeamIncludes
- Unlimited / Custom Customers
- Custom Policy Volume
- Multi-level User Management
- Advanced Role & Access Controls
- Enterprise Analytics
- Custom WorkflowsEnterprise
Run a sharper advisory practice
Practical guides on renewals, customers and paperwork. No filler.
Frequently asked questions
Straight answers about what Policy Mitra AIOS does and what it does not.
See all questionsHow is Policy Mitra AIOS different from a CRM?
A CRM stores contacts and policies. Policy Mitra AIOS is built around the customer relationship: it shows the whole family and what protects them, queues the renewals and follow-ups that need you each day, and uses Mitra AI to tell you where to start.
Who is it for?
Insurance advisors first. Your customers get a family insurance portal through you, and agencies and brokers get team and business management on the Business and Enterprise plans.
What is included in the Founding Advisor Program?
The first 100 advisors get 1 year free on the Professional plan, free onboarding, help importing their first 25 policies, Family 360°, Renewal Intelligence, Mitra AI and a Founder badge.
Is everything on the website available today?
Every capability is marked Live, Beta or Coming Soon. Anything without a tag works today. The web application on this site currently runs as a demo with sample data.
Does Policy Mitra sell insurance?
No. Policy Mitra is software, not an insurer or an insurance intermediary. When you request insurance, the request goes to a licensed advisor who discusses options with you. Policies are issued by insurers.
Do you sell or share customer data?
No. Information is shared only with the advisor and broker connected to a customer's account. See the Privacy Policy for details.
Not another CRM. Your AI Operating System.
Manage the whole customer relationship — from family protection to renewals to the next business opportunity.
- 30 days free on the Professional plan
- Your data stays yours
- Founding Advisor places are limited to 100