I Built an Insurance App for Myself. Then I Realised Other Agents Needed It Too
I have been working as an insurance advisor for many years. During this time, my number of customers and policies kept growing. With more business, I also started facing one simple problem — how to manage everything properly.
Selling a policy is not the end of an insurance advisor’s work. After the sale, there are customer details, policy information, premium dates, renewals and follow-ups to manage.
When you have only a few policies, managing these things is not very difficult. But when you have hundreds of policies, you cannot remember everything or keep everything in different places.
That is when I started thinking that I needed a simple app for my own insurance work.
I Started With My Own Problem
I knew there were already many apps available for insurance agents. But I was not looking for just another app. I wanted something that could actually help me in my daily insurance work.
I wanted to keep my policy and customer information in one place. I wanted to find important information easily instead of checking different records whenever I needed something.
So I started thinking about what I really needed. What information should I be able to see quickly? What should I be able to manage? What could save me some time every day?
I did not want to add features just to make the app look bigger. I wanted to solve the problems that I was actually facing while working as an insurance advisor.
That Is How Mitra Started
That was the beginning of Mitra — Insurance Agent App. I did not start with a plan to make an app for thousands of insurance agents.
I was simply trying to make my own work easier. I wanted a simple place where I could manage important policy and customer information.
After I started using Mitra, I found it useful in my daily work. I could keep important information organised instead of keeping it in different places.
But using the app also showed me many things that could be improved. Some things needed to be simpler. Some information needed to be easier to find. So I kept making changes.
Then I Thought About Other Agents
After using Mitra myself, I started thinking about other insurance agents. I realised that I was probably not the only agent facing these problems.
Every insurance agent may work differently. But many of us have similar work to manage — customers, policies, premium dates, renewals and regular follow-ups.
I thought that if an app was helping me manage my own work, maybe it could also help other insurance agents.
That is when Mitra became more than just my personal app. I started working on it so that other insurance agents and advisors could use it too.
I Wanted to Keep It Simple
While working on Mitra, I learned one important thing. An app does not become useful just because it has many features.
For an insurance agent, the app should be easy to understand and easy to use. If using the app itself becomes difficult, then it creates another problem for the agent.
That is why I want Mitra to remain simple and practical. The main purpose is to help agents manage their policy and customer-related work more easily.
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Whenever I think about adding something new, I ask myself one simple question: Will this actually help an insurance agent in daily work?
Using My Own App Taught Me a Lot
There is a big difference between making an app and using the app yourself every day.
When I started using Mitra for my own work, I noticed many small things that I had not thought about before.
Sometimes I found that a feature could be made easier. Sometimes I realised that some information should be available faster. These small things helped me improve the app.
This is still happening today. I use Mitra myself, so I can see what works well and what can be made better.
For me, this is important because Mitra is being built from real insurance work, not just from an idea about what an insurance agent might need.
Why I Named It Mitra
I wanted a simple name that was easy to remember. Mitra means a friend or companion.
That is also how I wanted the app to be for an insurance advisor — a simple digital companion that can help with the daily work.
Mitra cannot replace an insurance advisor. The relationship with the customer, personal meetings and trust between the advisor and customer are still very important.
The app is simply there to help with the management work that comes with having many customers and policies.
From My App to Other Agents
When I started building Mitra, I was thinking about my own work. I did not know where the idea would go.
But after using it myself, I realised that other insurance agents could also face the same problems.
So I decided to make Mitra available to other insurance agents and advisors. Now, it is not only an app that I use for myself.
It has become something that I want to improve and make useful for other people working in the insurance field.
I Am Still Improving Mitra
Mitra is still growing. I do not think any app becomes perfect in one day.
As I use it, I find new things that can be improved. And as more insurance agents use it, their feedback can also help me understand what they need.
I want to keep the development simple and practical. I would rather improve something that agents actually use than add features that only look good on paper.
That is how I want Mitra to grow — slowly, with real use and real feedback from insurance agents.
Maybe You Have the Same Problem
If you are an insurance agent with a growing number of policies, you may already have your own way of managing them.
You may be using a notebook, Excel, phone contacts, WhatsApp or different apps. These methods can work, but managing everything becomes harder as the number of customers increases.
That was my experience too. I was not looking for another app. I simply wanted a better and easier way to manage my own insurance work.
I built Mitra because I needed it myself. Later, I realised that other insurance agents might need something similar too.
Mitra — Insurance Agent App is now available for insurance agents and advisors who want a simple way to manage their policy and customer-related work.
