Articulate Mitra - Your Ultimate Agency Data Management Software

Welcome to the world of Articulate Mitra, where we offer a revolutionary solution for managing all your agency data efficiently. With a wide range of features and benefits, Articulate Mitra is the perfect software app for streamlining your data management processes.

Main Features:

• Download your Agency data (Includes D.O.B, Address, Mobile number) with OTP & MPIN


• Sort and filter Policies in over 10 categories like DOC, Premium, Sum Assured, Payment Mode, Maturity Date, and more


• Download Multiple Premium certificates of the same policyholder


• Search offline policy by Name or Policy Number


• Contact Customer Support easily


• Check Outstanding Due/Policy Loan/Policy Loan Interest status


• Generate over 15 PDF reports including premium due, late fee, grace period, lapse policy, survival benefits, maturity, sum assured, birthday reports


• Send notification SMS to Policyholder for premium due, late fee, grace period, lapse policy, survival benefits, maturity, and birthday


• Create posts/greetings in more than 40 banners in Landscape and Portrait mode


• Maintain User Data safety through Data backup locally and on the server


• Manage a list of prospective clients efficiently to enhance your business

Benefits of Articulate Mitra:

• Efficiently manage all your agency data


• Streamline data sorting and filtering processes


• Quick access to important policy information


• Enhanced customer support connectivity


• Stay updated on Outstanding Due and Policy Loan status


• Generate detailed PDF reports easily


• Keep policyholders informed through SMS notifications


• Create customized posts/greetings for clients


• Maintain data security through local and server backups


• Convert leads into business effectively