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Mitra AI: your 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.

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Mitra AI

Your business partner

Good morning, Vikram.

6

renewals this week

2 are already in grace period

4

customer opportunities today

Families with a protection gap

Here's what I recommend you do first.

Call Customer Draft WhatsApp View Family Find Protection Gap Find Next Opportunity

Illustrative conversation with sample data

  • Start with what matters most
  • Get the message written for you
  • Find your next conversation

A partner that knows your book

Your AI business partner: it reads your book, tells you what needs attention first and drafts the message for you to send.

  • Next Best Action

    Beta

    Mitra points to the renewals and follow-ups that need you first, based on due dates and status.

  • Customer Insights

    Beta

    Ask which customers need follow-up or have documents outstanding and get the list from your records.

  • Communication Drafts

    Beta

    A renewal reminder drafted from the policy record, ready for you to review and send.

  • Cross-sell Opportunities

    Coming Soon

    Families with a protection gap surfaced as opportunities for a conversation.

  • Find Protection Gap

    Coming Soon

    Ask Mitra what is missing from a family's protection and which gap to address first.

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

In beta today: Mitra answers a set of questions from your own records and drafts renewal messages. Opportunity finding and recommendations are in development.

How a morning with Mitra goes

  1. 01

    Mitra opens your day

    Renewals this week, those already overdue, and the follow-ups due today.

  2. 02

    You ask, it answers

    Which customers need a call? What is pending for this family? The answer comes from your own records.

  3. 03

    You act

    Call the customer or send the drafted message. You always decide what goes out.

The other pillars

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

Advisor OSYour whole book in one workspaceExplore Family 360°Know the family. Not just the policy.Explore Renewal IntelligenceNever let a renewal slipExplore Business InsightsKnow how your business is really doingExplore

See Mitra AI 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