Terms of Use

2. Who can use Policy Mitra

Policy Mitra is intended for individuals managing personal or family insurance, insurance advisors and agents managing their customers, and brokers overseeing their advisors.

3. What Policy Mitra is and is not

Policy Mitra is software for recording and managing insurance information and requests. It is not an insurer and does not issue, price or underwrite policies, provide quotes, or decide claims.

Insurance is provided by insurers, and options are shared by licensed advisors. Information on this site about types of insurance is general and is not advice for your particular situation. The terms of your policy are those in the policy document issued by your insurer.

4. Demo workspace

The web application on this site currently runs as a demo workspace with sample data. Data you enter is stored in your browser on your own device and may be lost if you clear your browser data, use a different device or reset the sample data.

The demo sign-in is provided for evaluation and is not a security boundary. Do not enter real personal, policy or financial information into the demo workspace, and do not rely on it for renewal reminders or record keeping.

5. Account responsibility

You are responsible for the accuracy of the information you add to the platform, including policy details, documents and family member records, and for keeping your account credentials private.

6. Acceptable use

Use Policy Mitra only for legitimate insurance management purposes. You may not use the platform to access records outside your role's permissions, upload unlawful content, or disrupt the service for others.

7. Role-based access and customer data

Each role is given access only to the features and records relevant to it. Advisors and brokers must use customer information solely to provide insurance-related services to that customer.

8. Plans and pricing

Plans for advisors and brokers are described on the pricing page. Features marked as planned or demo are not part of any plan until they are released.

9. Service availability

Features may be updated, changed or temporarily unavailable for maintenance and improvements. The platform is provided as is, without a guarantee of uninterrupted availability.

10. Changes to these terms

These terms may be revised as Policy Mitra changes. The current version is always published on this page, and continued use of the platform after a change means you accept the updated terms.

11. Contact

Questions about these terms can be sent to Support@Policymitra.online. See also the Privacy Policy and pricing.