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Policy MitraAIOS

Family 360°: know the family. Not just the policy.

See every family member, policy, premium, renewal, claim and protection gap in one view, and know what is missing from a household's protection.

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Family Insurance Tree

Protection for every member.

Overall Protection63%
A

Arjun

Self

96%
P

Priya

Spouse

74%
A

Aarav

Son

52%
M

Meena

Mother

30%
  • One record per household
  • See who is covered and by what
  • Spot what is missing

The household, in one view

See the household, not just the policy: every family member, what covers them, their documents and claims — and what is missing.

  • Family

    Live

    Spouse, children and parents with relation and age, linked to the customer who looks after the household.

  • Policies

    Live

    Health, life, motor, travel and business policies recorded against the people or assets they cover.

  • Documents

    Live

    Policy schedules, KYC and receipts attached to the right person and policy, with a verification status.

  • Claims

    Live

    Every claim on the family's policies, with its stage from submitted to settled.

  • Protection Score

    Coming Soon

    A score for each member and for the family, showing how well they are protected.

  • Protection Gap Intelligence

    Coming Soon

    Mitra identifies life, health and parent protection gaps and suggests which to address first.

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

The family view, policies, documents and claims are live. Protection Score and Protection Gap Intelligence are in development.

From a policy to a protected family

  1. 01

    Add the family

    Record each member once. They stay linked to the household across every policy.

  2. 02

    Attach what covers them

    Each policy names the members or asset it covers, so the family view fills itself in.

  3. 03

    See what is missing

    Members without cover stand out, giving you a reason for the next conversation.

The other pillars

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

Advisor OSYour whole book in one workspaceExplore Renewal IntelligenceNever let a renewal slipExplore Mitra AIYour AI business partner for insuranceExplore Business InsightsKnow how your business is really doingExplore

See Family 360° 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
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