For advisors: a working day in the advisor workspace
The workspace is organised around what needs doing today.
- 1
Add your customers
Create customer profiles with family members and record the policies you service for them.
- 2
Start from the dashboard
See today's renewals, follow-ups, new requests and pending documents in one priority queue.
- 3
Work the renewal queue
Call, message or email each customer from the queue, then mark them contacted or schedule a follow-up.
- 4
Handle requests and leads
Move customer requests through the pipeline, ask for documents and share options. Track prospects from first contact to won or lost.
- 5
Keep claims and documents current
Update claim status as the insurer responds and verify documents customers upload.
- 6
Review commission and reports
Check commission recorded and pending, and export customer, policy and renewal lists as CSV.
Priya Nair
Individual Health Cover · ₹9,800 · Today
ContactedCallWhatsAppMark contactedFarhan Qureshi
Commercial Vehicle Insurance · ₹23,400 · Today
PendingCallWhatsAppMark contactedSunita Joshi
Senior Citizen Health Cover · ₹27,900 · In 3 days
ContactedCallWhatsAppMark contactedRahul Sharma
Comprehensive Car Insurance · ₹14,200 · In 6 days
PendingCallWhatsAppMark contacted
For customers: from your first policy to your next renewal
You can start with policies you already hold, or with a request for new cover.
- 1
Create an account
Sign up with your name, email and phone. If your advisor already uses Policy Mitra, your policies may already be on record.
- 2
Add policies and family members
Enter each policy's insurer, cover, premium and renewal date, and add the family members it covers.
- 3
Upload documents
Attach policy schedules, KYC and receipts so they are linked to the right policy.
- 4
Request insurance when you need it
Pick a type, describe what you need and submit. You get a request ID and an assigned advisor.
- 5
Follow the request
Watch the status move from submitted to options shared, upload anything the advisor asks for and confirm your choice.
- 6
Stay ahead of renewals and claims
Your dashboard highlights policies due in the next 30 days and shows the progress of any claim you have recorded.
REQ-10482
Term plan · ₹1.5Cr cover
- Submitted
- Advisor assigned
- Under review
- Options shared
- Completed
- Assigned advisor
- Anita Deshmukh
- Next action
- Advisor reviewing income documents
For brokers: overseeing a network of advisors
Brokers see the same records as their advisors, rolled up by advisor and branch.
- 1
Set up branches and advisors
Create branches, add advisors to them and track each advisor's licence and onboarding status.
- 2
Check the dashboard
Review totals for advisors, customers, policies, premium, renewals, claims and commission.
- 3
Compare advisor performance
Use the performance table to see customers, premium, overdue renewals and conversion per advisor.
- 4
Assign and approve
Assign requests that have no advisor and decide on approvals raised by advisors.
- 5
Watch renewals and claims across the network
See everything overdue or open, whichever advisor owns it.
- 6
Export reports
Download advisor, branch, renewal, claim and commission reports as CSV.
Advisors
6
Customers
16
Active policies
26
Overdue renewals
3
Advisor performance
| Advisor | Customers | Premium |
|---|---|---|
| Anita DeshmukhAndheri West | 8 | ₹2,16,600 |
| Kavita PatelNavrangpura | 2 | ₹83,600 |
| Sneha KulkarniKothrud | 2 | ₹60,700 |
| Vikram NairAndheri West | 3 | ₹57,700 |
Walk through it yourself
The demo workspace has sample customers, policies and requests for each role.
- Customer, advisor and broker workspaces
- Sample data ready to explore
- Opens in your browser, nothing to install