Mitra - Insurance Agent CRM
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About this app
Mitra – Simple & Easy-to-Use Insurance Agent App
Mitra is a simple and easy-to-use insurance agent CRM app designed especially for insurance agents and advisors. It provides a dedicated place to manage policy records, customer information, premium dues, FUP dates, last paid dates, and customer follow-ups.
Whether you are a new insurance agent or an experienced advisor managing hundreds of policy records, Mitra helps you keep important information organized and easily accessible.
From tracking important policy dates and identifying overdue policies to sending personalised customer reminders, Mitra helps you spend less time managing records and more time with your customers.
Start organizing your insurance records with Mitra – a simple insurance agent app designed to help you work efficiently and stay organized.
Key Features
Policy Management
Organize and manage insurance policy records in one place. Keep track of policy information, premium details, policy dates, payment modes, customer information, and other relevant records.
Renewal & Premium Due Tracking
Stay informed about premium dues and important policy dates. Track due dates and follow up with customers on time.
FUP & Last Paid Date Management
Keep FUP and last paid dates updated for your policies. Update FUP dates using your commission bill PDF to save time when managing multiple policies.
Overdue & Lapsed Policy Tracking
Identify overdue and lapsed policies quickly so you can focus on customers who may need attention and follow-up.
Late Fee & Revival Estimate
Check estimated late fee and revival amounts for applicable policy records and provide customers with an approximate figure when required.
Personalised Customer Reminders & Follow-ups
Make customer follow-ups easier with pre-written reminder and follow-up templates. Personalise reminders with relevant policy details such as premium due amount, late fee, revival amount, payment link, due date, and other policy information.
Send or share personalised reminders through SMS, WhatsApp and Email to communicate important policy information and follow up with customers on time.
Search, Filter & PDF Export
Search and filter policy records easily. Export policy information as a PDF for sharing or record keeping.
WHAT YOU CAN DO WITH MITRA
• Manage policy records and customer information in one place
• Track premium due dates and FUP dates
• Update FUP using commission bill PDF
• Maintain last paid dates
• Identify overdue and lapsed policies
• Check estimated late fee and revival amounts
• Track maturity information
• Search and filter policy records
• Use pre-written reminder and follow-up templates
• Personalise reminders with policy details
• Include late fee, revival amount and payment link in reminders
• Send or share reminders through SMS, WhatsApp and Email
• Export policy information as PDF
WHY CHOOSE MITRA
Mitra is built around the everyday needs of insurance agents and advisors. It is designed to be fast, simple and practical, helping you spend less time managing records and more time with your customers.
• Access your data offline
• No unnecessary loading and buffering
• Built for insurance advisors
• Useful tools that save time
• Manage important policy information in one place
• Make personalised customer follow-ups easier
Mitra helps insurance agents keep policy records organized, track important dates, identify policies that need attention, and stay connected with customers through timely and personalised follow-ups.
Disclaimer: Mitra is an independent productivity and business management tool for insurance agents and advisors. Mitra is not affiliated with, endorsed by, sponsored by, or officially associated with any insurance company, including LIC, or any government organization. Mitra does not provide insurance policies or insurance services. Users are responsible for the information they enter and manage within the app.
Mitra is a simple and easy-to-use insurance agent CRM app designed especially for insurance agents and advisors. It provides a dedicated place to manage policy records, customer information, premium dues, FUP dates, last paid dates, and customer follow-ups.
Whether you are a new insurance agent or an experienced advisor managing hundreds of policy records, Mitra helps you keep important information organized and easily accessible.
From tracking important policy dates and identifying overdue policies to sending personalised customer reminders, Mitra helps you spend less time managing records and more time with your customers.
Start organizing your insurance records with Mitra – a simple insurance agent app designed to help you work efficiently and stay organized.
Key Features
Policy Management
Organize and manage insurance policy records in one place. Keep track of policy information, premium details, policy dates, payment modes, customer information, and other relevant records.
Renewal & Premium Due Tracking
Stay informed about premium dues and important policy dates. Track due dates and follow up with customers on time.
FUP & Last Paid Date Management
Keep FUP and last paid dates updated for your policies. Update FUP dates using your commission bill PDF to save time when managing multiple policies.
Overdue & Lapsed Policy Tracking
Identify overdue and lapsed policies quickly so you can focus on customers who may need attention and follow-up.
Late Fee & Revival Estimate
Check estimated late fee and revival amounts for applicable policy records and provide customers with an approximate figure when required.
Personalised Customer Reminders & Follow-ups
Make customer follow-ups easier with pre-written reminder and follow-up templates. Personalise reminders with relevant policy details such as premium due amount, late fee, revival amount, payment link, due date, and other policy information.
Send or share personalised reminders through SMS, WhatsApp and Email to communicate important policy information and follow up with customers on time.
Search, Filter & PDF Export
Search and filter policy records easily. Export policy information as a PDF for sharing or record keeping.
WHAT YOU CAN DO WITH MITRA
• Manage policy records and customer information in one place
• Track premium due dates and FUP dates
• Update FUP using commission bill PDF
• Maintain last paid dates
• Identify overdue and lapsed policies
• Check estimated late fee and revival amounts
• Track maturity information
• Search and filter policy records
• Use pre-written reminder and follow-up templates
• Personalise reminders with policy details
• Include late fee, revival amount and payment link in reminders
• Send or share reminders through SMS, WhatsApp and Email
• Export policy information as PDF
WHY CHOOSE MITRA
Mitra is built around the everyday needs of insurance agents and advisors. It is designed to be fast, simple and practical, helping you spend less time managing records and more time with your customers.
• Access your data offline
• No unnecessary loading and buffering
• Built for insurance advisors
• Useful tools that save time
• Manage important policy information in one place
• Make personalised customer follow-ups easier
Mitra helps insurance agents keep policy records organized, track important dates, identify policies that need attention, and stay connected with customers through timely and personalised follow-ups.
Disclaimer: Mitra is an independent productivity and business management tool for insurance agents and advisors. Mitra is not affiliated with, endorsed by, sponsored by, or officially associated with any insurance company, including LIC, or any government organization. Mitra does not provide insurance policies or insurance services. Users are responsible for the information they enter and manage within the app.
A perfect all-in-one insurance agent app for managing policies and clients.
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What’s new
FUP Update feature added with Commission Bill PDF support and bug fixes.
App support
phone
Phone number
+919854936061
About the developer
Suraj Barai
sbarai901@gmail.com
Joypur Pt - 1
PO - Saradapally
Cachar, Assam 788107
India
