Wealth advisors & MFDs
Add protection planning without building a claims operation.
Partner with MITRA
Advise with confidence. We'll stand behind every claim.
For wealth advisors, MFDs, POSPs and CAs who want to offer insurance without leaving their clients alone after the sale.
Who this is for
Your relationship, strengthened
POSPs
Access products, guidance and a team that takes service seriously.
CAs & trusted professionals
Refer clients into an advice-led, zero-pressure process.
Why partner
A full shelf, with the hard part included
- Health, life, home and cyber insurance
- Advisor and POSP enablement
- Transparent payouts
- Dedicated claims support for every eligible client
- Regular servicing and renewal continuity
How it works
From introduction to lifelong service
- 01
Understand the partnership
We align on your clients, model and regulatory requirements.
- 02
Enable your team
Product and process support makes the advice clear.
- 03
Serve the client together
MITRA handles policy operations and claims while you keep the trusted relationship.
Questions
Partnership FAQs
Is MITRA's advice really free?
Yes — consultations and claims support are free for you. Like all insurance intermediaries, we earn a standard commission from insurers when a policy is issued. Our advisors are measured on fit and claim outcomes, not sales targets.
What does claims support include?
A dedicated claim expert prepares and verifies your documents, coordinates with the hospital, insurer or TPA, resolves queries, and explains the final settlement in plain language. It is included for policies bought or ported through MITRA.
Free · Unbiased · No pressure
Build a claims-first insurance practice
Tell us about your clients and the partnership you want.