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Policy MitraAIOS

Advisor OS: your whole book in one workspace

Every lead, customer, task and follow-up in one place, so nothing lives in a notebook, a spreadsheet or your memory.

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Advisor workspace · Customers
All 8Active 6Renewal due 6New 1Inactive 1
CustomerPoliciesNext renewal
Rahul SharmaCUS-100243In 6 days
Priya NairCUS-100212Today
Amit VermaCUS-1002224 days ago
Karan MalhotraCUS-100271In 58 days
Product preview with sample data
  • Know every customer and what they hold
  • Never lose a lead or a follow-up
  • Start each day with a clear list

Everything you do in a day, organised

Your whole book in one workspace: every lead, customer, task and follow-up, with nothing kept in a spreadsheet or a notebook.

  • CRM

    Live

    A profile for every customer with contact details, family, policies, notes and a full activity history.

  • Leads

    Live

    A pipeline from new to won, with source, interest, estimated premium and the next follow-up date.

  • Customers

    Live

    Search and filter your book by active, renewal due, new and inactive, with premium and next renewal on every row.

  • Follow-ups

    Live

    Schedule a follow-up from a customer, a renewal or a lead, with a due date and a priority.

  • Tasks and calendar

    Live

    A task list and a month calendar showing renewals, meetings and follow-ups by day.

  • Policy requests

    Live

    Requests raised by your customers move through a pipeline from new to completed, with status the customer can see.

  • Bulk import

    Coming Soon

    Bring in an existing customer and policy list from a spreadsheet in one step.

  • Live working today
  • Beta in testing
  • Coming Soon in development
  • Enterprise needs integration

From first call to loyal customer

  1. 01

    Capture the lead

    Add a lead with what they are interested in and when to follow up.

  2. 02

    Convert to a customer

    One click turns a won lead into a customer profile, ready for family members and policies.

  3. 03

    Keep the relationship moving

    Tasks, notes and messages sit on the profile, so the next conversation always has context.

Advisor workspace · Dashboard

Good morning, Anita

Today's work

Renewals this week

6

Follow-ups

6

New requests

1

Pending documents

7

Priority queue

CustomerActionPriority
Deepa MenonIndividual Health CoverOverdue renewalHigh
Priya NairIndividual Health CoverRenewal callHigh
Farhan QureshiCommercial VehicleConfirm paymentHigh
Sunita JoshiClaim CLM-30212Collect discharge cardHigh
Rahul SharmaRequest REQ-10482Shortlist term plansMedium
Product preview with sample data

The other pillars

Each pillar works on the same customers, families and policies.

Family 360°Know the family. Not just the policy.Explore Renewal IntelligenceNever let a renewal slipExplore Mitra AIYour AI business partner for insuranceExplore Business InsightsKnow how your business is really doingExplore

See Advisor OS with your own eyes

Start the 30-day free trial, or ask for a walkthrough of exactly the parts you need.

  • Customer, advisor and broker workspaces
  • Sample data ready to explore
  • Opens in your browser, nothing to install
Start 30-Day Free TrialRequest a demo