Articulate Mitra 87.0.0

Articulate Mitra presents an innovative approach to agency data management. The software is distinguished by a variety of features that enhance usability and data handling efficiency.

Main Features of Articulate Mitra:

1. Download agency data, including D.O.B., address, and mobile number, securely using OTP and MPIN.
2. Sort and filter policies across more than 10 categories, such as DOC, premium, sum assured, payment mode, and maturity date.
3. Download multiple premium certificates for the same policyholder.
4. Search for offline policies using the name or policy number.
5. Establish a direct connection for customer support inquiries.
6. Check the status of outstanding dues, policy loans, and policy loan interest.
7. Generate over 15 different PDF reports, including premium dues, late fees, grace periods, lapsed policies, survival benefits, maturity details, sum assured, and birthday reports.
8. Send notification SMS to policyholders regarding premium dues, late fees, grace periods, lapsed policies, survival benefits, maturity updates, and birthday reminders.
9. Create posts or greetings using more than 40 banner options; manual creations are available in both landscape and portrait modes.
10. Ensure user data safety with local and server-based backups.
11. Maintain a list of prospective clients to effectively convert leads into business opportunities.

The multilingual support of Articulate Mitra makes it accessible to a broader audience while providing essential tools for effective agency management.