Legal
Terms & Conditions
These terms govern the use of Policy Mitra by customers, vendors, and brokers.
Acceptance of Terms
By accessing or using Policy Mitra, customers, vendors, and brokers agree to these Terms & Conditions. If you do not agree with these terms, please do not use the platform.
Who Can Use Policy Mitra
Policy Mitra is intended for individuals managing personal or family insurance, insurance vendors managing their customer base, and brokers overseeing their vendor network.
Account Responsibility
Users are responsible for the accuracy of the information they add to the platform, including policy details, documents, and family member records, and for keeping their account credentials secure.
Acceptable Use
Policy Mitra should be used only for legitimate insurance management purposes. Users may not misuse the platform to access data outside their role's permissions or to disrupt the service for others.
Role-Based Access & Data
Each role — customer, vendor, and broker — is granted access only to the features and data relevant to that role. Vendors and brokers are expected to use customer data solely to provide insurance-related services.
Service Availability
Policy Mitra aims to keep the platform reliable and available, but features may occasionally be updated, modified, or temporarily unavailable for maintenance and improvements.
Changes to These Terms
These Terms & Conditions may be revised periodically as Policy Mitra evolves. Continued use of the platform after changes take effect constitutes acceptance of the updated terms.