Articulate Mitra

Articulate Mitra is a comprehensive Chrome extension designed specifically for insurance agents to efficiently manage customer and agency data. Key features include downloading agency data securely with OTP and MPIN, sorting and filtering policies by multiple criteria such as premium, maturity date, and sum assured, and offline policy search by name or policy number.

Generate over 15 PDF reports including premium due, late fees, and maturity benefits. Communicate effectively with policyholders by sending SMS notifications for premiums due, lapses, birthdays, and more. Users can also create personalized posts and greetings with over 40 banner options, ensuring engaging client interactions. Data security is ensured by both local and server-based backups. Additionally, maintain a prospect list for lead conversion, and access customer support directly within the app. Articulate Mitra provides an innovative solution to streamline insurance data management and enhance agency productivity.