Legal
Privacy Policy
This Privacy Policy explains how Policy Mitra handles information across its platform for customers, vendors, and brokers.
Information We Collect
Policy Mitra collects the information users provide directly, such as account details, policy information, family member records, and documents uploaded to the platform, along with basic usage data needed to operate the app reliably.
How We Use Information
Information is used to provide core platform features — organizing policies, sending renewal reminders, generating reports, and giving each role (customer, vendor, or broker) access to the tools relevant to them.
Role-Based Access
Access to data is restricted by role. Customers control their own and their family's records, vendors see the customers assigned to them, and brokers see aggregated performance data for their vendor network — never more than their role permits.
Data Storage & Security
Policy documents and account information are stored using secure cloud infrastructure with access controls in place to help protect data from unauthorized access.
Sharing of Information
Policy Mitra does not sell personal information. Information is only shared with the parties involved in a user's own insurance relationships, such as the vendor or broker connected to their account.
Your Choices
Users can review, update, or request removal of their information by contacting our team through the details provided on this website.
Changes to This Policy
This policy may be updated from time to time as the platform evolves. Continued use of Policy Mitra after an update constitutes acceptance of the revised policy.