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
- Basic Business Dashboard
- Limited Mitra AIBeta
- Email Support
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
- Protection Gap IntelligenceComing Soon
- Priority Follow-ups
- Customer & Family Insights
- Advanced Business Analytics
- AI-powered RecommendationsComing Soon
- WhatsApp-ready communication workflows
- Priority Support
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
- Advanced Business Intelligence
- Workflow Automation
- WhatsApp AutomationComing Soon
- API IntegrationsComing Soon
- Priority Business Support
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
- API & System IntegrationsEnterprise
- Custom AI CapabilitiesEnterprise
- Dedicated Support
- Onboarding & Implementation
- Enterprise Security & Compliance ControlsEnterprise
- Live working today
- Beta in testing
- Coming Soon in development
- Enterprise needs integration
Capabilities without a tag are available today. Tagged items are included in the plan and become available as they are released.
Policy Mitra Founding Advisor
Be among the first 100 Policy Mitra Advisors.
₹24,999One-Time
Limited to the first 100 advisors.
Become a Founding AdvisorGet access to the Founder Plan with:
- Professional Plan capabilities
- Family 360°
- Renewal Intelligence
- Mitra AI
- Protection Gap Intelligence
- Free onboarding
- Import your first 25 policies
- Founder access to Policy Mitra product evolution
- Founder recognition
Save more. Grow longer.
Choose annual billing and get approximately 2 months free compared with monthly billing.
Starter
₹2,999
per year
Save ₹589 a year
Professional
₹7,999
per year
Save ₹1,589 a year
Business
₹19,999
per year
Save ₹3,989 a year
Your Policy Mitra grows with you.
What happens when you grow? You upgrade — and nothing else changes.
Start with Starter
Get your customers, policies and renewals out of notebooks and into one place.
Move to Professional when your business grows
Add Renewal Intelligence, full Family 360° and Mitra AI as your book gets bigger.
Upgrade to Business when you build a team
Bring in advisors, see their performance and manage the business together.
No complicated migration. No need to start again.
Your customers, families, policies and business data stay with you.
Built around one simple idea
One Platform. Every Policy.
Every Customer. Every Opportunity.
Policy Mitra AIOS — The AI Operating System for Insurance Advisors.
Manage your
- Customers
- Families
- Policies
- Renewals
- Protection Gaps
- Opportunities
All from one intelligent platform.
Start with the plan that fits today
Try the Professional plan free for 30 days, or talk to us about your agency or network.
- Upgrade or downgrade any time
- Your data stays with you
- See the refund and cancellation policy