Policy Mitra AIOS

The AI Operating System for Insurance Advisors, Brokers & Customers

One Platform. Every Policy. Every Customer. Every Opportunity.

Policy Mitra AIOS unifies customers, insurance advisors, and brokers on one intelligent platform — with AI-powered policy management, renewal automation, WhatsApp reminders, and real-time analytics built in.

Explore Features Contact Us

Role-based access

Bank-grade security

AI assistant built in

9:41

Policy Mitra

Ask AI

Good Morning, Arjun

Here is the latest on your coverage.

Updated now

Total Active Policies

Total Sum Insured

₹2.5 Cr

Due in 5 days

Next Renewal Date

14 Nov 2026

Family Coverage

Arjun

Priya

Aarav

Health Insurance

Renews in 12 days

Business Growth

4 Policies Secured

All in one vault

About Policy Mitra

One platform, built for every side of insurance

Policy Mitra brings customers, advisors, and brokers onto a single platform where everyone has role-based access and tools designed specifically for them. Instead of juggling paperwork, spreadsheets, and scattered reminders, every relationship in the insurance journey is organized in one place — clear, connected, and easy to manage.

Built on trust

Every policy, document, and record is organized securely, giving every user confidence in how their insurance data is handled.

Everything organized

Policies, renewals, documents, and reports live in one structured place instead of scattered files and paperwork.

Simple by design

A clean, guided experience means customers, advisors, and brokers can get real work done without a learning curve.

Customer

Advisor

Broker

Policy Mitra

Built for Everyone

One platform, three ways to use it

Whoever you are in the insurance journey, Policy Mitra gives you the tools that matter most to your role.

Customer

Manage personal and family insurance policies in one secure place.

Track renewals, upload documents, receive reminders, and access all insurance information whenever needed.

Family policiesRenewalsDocument vault

Advisor

Manage customers, organize policies, and grow your insurance business.

Schedule follow-ups, monitor renewals, generate reports, and grow your insurance business with powerful tools.

Customer managementFollow-upsReports

Broker

Oversee advisors, performance, and business growth.

Manage multiple advisors, monitor performance, compare analytics, review business growth, and oversee operations from one dashboard.

Advisor networkAnalyticsGrowth tracking

Core Features

Everything insurance management needs, in one place

A complete set of tools for customers, advisors, and brokers — designed to keep policies organized and businesses growing.

Family Policy Management

Add family members and manage every policy that belongs to them from one account.

Policy Storage

Keep every policy — active, expired, or renewed — organized and searchable in one place.

Digital Document Vault

Store certificates, receipts, and insurance paperwork in a secure digital vault.

Renewal Reminders

Get timely alerts before a policy expires so nothing ever lapses unnoticed.

Claims Tracking

Follow every claim from filing to resolution with a clear status at each step.

Customer Management

Advisors can organize customer records, policies, and communication in one view.

Advisor Management

Brokers can onboard, organize, and support advisors across their network.

Broker Dashboard

A dedicated dashboard to oversee advisors, performance, and business operations.

Commission Tracking

Track commissions across policies and advisors with clear, organized records.

Calendar & Task Planner

Plan follow-ups, renewals, and daily tasks with an integrated calendar.

AI Assistant

A built-in assistant tailored to each role, ready to help make faster decisions.

Notifications

Stay informed with real-time updates on policies, renewals, and tasks.

PDF Reports

Generate clean, shareable PDF reports for policies, business, and performance.

Analytics Dashboard

Visualize performance and trends with clear, easy-to-read analytics.

Leaderboards

See how advisors and performance stack up across the network.

Rewards & Achievement System

Unlock recognition tiers as milestones and business goals are achieved.

Secure Cloud Storage

All data is backed up securely in the cloud and accessible whenever it's needed.

Role-Based Access

Every user sees exactly the tools and data relevant to their role — nothing more.

How Policy Mitra Works

A clear path for every role

From the very first step, Policy Mitra guides customers, advisors, and brokers through a simple, structured workflow.

Customer

4-step workflow

Add Family Members

Upload Insurance Policies

Receive Renewal Reminders

Manage Everything Easily

Advisor

5-step workflow

Manage Customers

Track Renewals

Organize Tasks

View Analytics

Grow Business

Broker

4-step workflow

Manage Advisors

Monitor Performance

Analyze Business Growth

Download Reports

Application Showcase

A closer look at Policy Mitra AIOS

Eight of the screens people use every day — swipe or scroll sideways to explore them all.

9:41

Policy Mitra

Ask AI

Good Morning, Arjun

Here is the latest on your coverage.

Updated now

Total Active Policies

Total Sum Insured

₹2.5 Cr

Due in 5 days

Next Renewal Date

14 Nov 2026

Family Coverage

Arjun

Priya

Aarav

Customer

Policy Dashboard

Every policy at a glance

9:41

Policy Mitra

Ask AI

Family Insurance Tree

Protection for every member.

Overall Protection63%

Arjun

Self

96%

Priya

Spouse

74%

Aarav

Son

52%

Meena

Mother

30%

Customer

Family Tree

Protection score per member

9:41

Policy Mitra

Ask AI

Good Morning, Vikram

Your AI command center.

Plan for the Day

Meet 4 clients · earn ~₹38,000 · best time 11:30 AM

Renewals

Cross-sell

Lapsed

AI Score

₹4.2L

Revenue

92%

Health

Today's Priority Queue

Arjun · Term renewal

Due in 5 days

High

Advisor

AI Command Center

Your day, planned by AI

9:41

Policy Mitra

Priority Queue

Renewals to action today.

Arjun · Term

Anil · Health

Karthik · Grace

Overdue

Advisor

Priority Queue

Never miss a renewal

9:41

Mitra AI 🤖

Online

Hi Vikram, what can I help you with today?

Find today's renewals

6 renewals this week — 2 in grace period. Start with those to avoid lapses.

Find today's renewalsDraft WhatsAppFind cross-sellCall next customer

Type here…

Mitra AI

Ask anything, anytime

9:41

Policy Mitra

Ask AI

Broker Command Center

Your advisor network.

Total Advisors

Active

Premium Collected

₹8.5 Cr

Top Advisors

Apex Insurance Group

Nexus Underwriting

Ask AI about your network

Broker

Network View

Your whole advisor team

9:41

Policy Mitra

Analytics

Business insights.

Monthly Premium Growth

Conversion

+14% ▲

An intelligent assistant for every role

Policy Mitra includes a built-in AI Assistant that adapts to who's using it — helping customers understand their cover, helping advisors serve customers better, and helping brokers make sharper business decisions.

Customer AI

Insurance guidance
Policy explanations
Renewal assistance

Advisor AI

Customer follow-up suggestions
Business insights
Communication assistance

Broker AI

Performance insights
Advisor analysis
Business recommendations

Why Choose Policy Mitra

A platform designed to be trusted

Every part of Policy Mitra is built around clarity, security, and long-term growth.

Simple & Easy to Use

A clean, guided experience that makes insurance management effortless for every user.

Secure Document Management

Every policy and document is stored safely, with access limited to the right people.

Smart Renewal Tracking

Never miss a renewal with timely, automated tracking built into every policy.

Role-Based Dashboards

Customers, advisors, and brokers each get a dashboard built around their needs.

AI-Powered Assistance

An intelligent assistant that supports decisions across every role, every day.

Business Growth Tools

Reports, analytics, and recognition systems that help advisors and brokers grow.

Pricing

Plans that scale with your practice

Start free for 15 days — no credit card required. Upgrade as your book of business grows, from a solo advisor to a multi-branch brokerage.

Starter

₹299/mo

New Insurance Advisors

Customer CRM & Policy repository
Renewal, birthday & anniversary reminders
WhatsApp reminder templates
Lead management & Document vault
Mobile app · 1 user
Up to 500 customers
Email support

Choose Starter

Add-on Marketplace

AI Voice Calling

₹999/mo

WhatsApp API

Meta + ₹299

SMS Pack

Pay as you go

Digital Signature

₹299/mo

Call Center Support

₹4,999/mo

Renewal Collection

2–5% fee

Policy Scanning AI

₹499/mo

Extra Team User

₹199/user/mo

FAQ

Frequently asked questions

Everything you need to know about how Policy Mitra works.

Still have questions?

Can't find the answer you're looking for? Reach out and our team will help.

Support@Policymitra.online

Policy Mitra is an insurance management platform that helps customers, advisors, and brokers organize policies, manage renewals, store documents, and track performance from one mobile application.

Simplify Insurance Management with Policy Mitra

Whether you're an individual managing your family's insurance, an advisor growing your business, or a broker overseeing your network, Policy Mitra brings everything together in one intuitive platform.

Explore Features Contact Us

Live Demo

Experience Policy Mitra AIOS

See how customers, advisors, and brokers use the AI Operating System every day. Download the demo or reach out for a full walkthrough.

Download the App (APK)

Android APK · ~56 MB · Policy Mitra AIOS demo build. You may need to allow "Install from unknown sources."