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About Articulate Mitra

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Welcome into the world of Articulate where we provide a unique way to manage your All agency data. There are several advantages of using Articulate Mitra software app.

Articulate Mitra software Main Features:-

  • Download your Agency data
  • Sorting/Filtering of Policies
  • Download Multiple Premium certificates of same policy holder
  • Search offline policy by Name or Policy Number
  • Get a Connection to contact Customer Support
  • Check your Outstanding Due/Policy Loan/Policy Loan Interest status
  • Generate more than 15+ pdf report i.e. premium due, late fee, grace period, lapse policy, survival benefits, maturity ,sum assured, birthday reports
  • Send a notification sms to Policy holder
  • Create post/greeting in more than 40+ banners
  • User Data safety is maintained by Data backup in locally and server base
  • Maintain a list of your prospective clients to convert your lead into business


Watch Video

How to Data Download in Articulate Mitra

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5 Days free Trail Of ARTICULATE MITRA

"Best way to manage your policies data"

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Anju Anju

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Heaven Hills

Best Software for Agent

LIC Forever

Excellent app for lic agents


All the features are awesome. This is very nice and really helpful, great App

Frequently Asked Questions

How to use Plan Presentation?

  • >> Open The App. Click on plan presentation module
  • >> Fill out the form details and click next
  • >> Select the plan
  • >> Click coverage button bellow
  • >> Fill out the coverage details
  • >> click quote button

To watch video click here

How to Data Download in Articulate Mitra?

  • >> Open the app
  • >> Click on Agency Master module
  • >> Click on + icon button and the open the next page
  • >> Fill out the agent creation details and save details
  • >> Back to the home page
  • >> Click on download data module accept the terms and conditions
  • >> click on new policy download
  • >> Fill the OTP received on registered mobile number or Email id
  • >> You are successfully download the policy data.

To watch video click here

How to create family report?

  • >> Open The App. Click on Family Report module
  • >> Open the policies page
  • >> Select the policies single or multiple and click to proceed to next button
  • >> Shows selected policies and then click here to pdf chart
  • >> You are successfully download the family report pdf

To watch video click here

How to add servicing policy?

  • >> Open The App. Click on Add service policy module
  • >> Fill out the add policy details and then click on submit button
  • >> Go back on the dashboard to find the policy
  • >> Click on show data module
  • >> Click on filter, select services
  • >> Apply the filters
  • >> Your policies are open

You are able to search policy by Name and Policy number on search policy module.

To watch video click here