Has Technology Been A Challenge?

Get the Solution, Not Just A Band-Aid

We Understand Insurance.

Just a 12-minute call, to change how you do Insurance!

Constant shifts in consumer behavior, regulations, and tech can be overwhelming. We get it!
That’s why our team is all about giving the business agility back to YOU, minus the headache of tech details.

Mitra’s solution is ‘No-Code’!
We automate your most complex processes using our insurance suite; built on top of Creatio’s ‘Gartner Quadrant’ & ‘Forrester Wave’ Leading Platform and then connect it to your current systems.
From there, you decide the level of customization you need — that’s what No-Code is all about!

Insurance Solutions

Connected Distributor Management System

  • Distributor 360
    Key distributor information in a single pane; profile, sales details, commissions, licenses and communications history for easy decision making.
  • AI/ML Capabilities
    Calculate probabilities, analyze customer sentiments to enable insightful decision making and suggest next best actions.
  • Advanced OCR
    Automatic validation of incoming documents, automated NIGO for improved accuracy and completeness, reducing mundane workloads from employees.
  • Self-service Portals
    View plan/ payment/ commission information, submit digital documents and support tickets, reducing repetitive status calls.
  • Configurable Real-time Dashboards
    Realtime insights through configurable dashboards providing visibility into distributor relationships and performance.
  • KPI-based Gamification
    Friendly competition to improve sales through gamified leaderboards; points, badges, challenges, rewards all driven through KPIs.
  • Seamless Integration
    Unified data insights and automate E2E workflows by integrating into core & legacy systems, databases or protocols.

Insight Driven Marketing And Sales Automation

  • Personalized marketing
    Customer value-led personalized, automated marketing campaigns, promotions and discounts
  • Simplified purchase experience
    Integrated omni-channel offerings with simplified purchase experience and self-service capabilities
  • Gamified sales insights
    Drive sales through gamified insights from real-time data and analytics
  • Swift CPQ solutions
    Configure, price and quote products to customers cutting down turnover time, improving information availability and price transparency
  • AI-led opportunities
    Quick identification of cross-selling and upselling opportunities

Streamlined New Business And Customer Onboarding

  • Enhanced customer experience
    Speed-up new business workflows with digital-enabled document submission, automated workflows, rules engine and OCR-based document validations
  • Unified customer 360
    360 view of customers, their needs, policy plans, claims, and communication history for faster and streamlined policy servicing
  • Streamlined core integrations
    Pre-built integrations to popular insurance systems to enable straight through processing
  • Enhanced self-service portals
    Self-service portals for agents/customers to improve service quality while reducing employee efforts

Insightful Policy Servicing

  • Real-time insights
    Data analytics and insights for prompt decision making giving anytime access to policy details/view
  • Streamlined core integrations
    Pre-built integrations to core insurance systems to enable straight through processing with faster turnaround times
  • Enhanced customer experience
    Self-service portals for customers to update policy coverages with varying life goals and events, and issue resolution
  • AI-driven reminders, renewals and quote comparisons
    Quick identification of policy lapses, renewal notices and premium reminders with suggestive policy changes as per data and analytics

Interested? Just give us 12 minutes of your time!