Built around the tax conversation
Health and life cover can be discussed alongside the financial picture you already understand.
CAs & Tax Consultants
Your clients already ask you about insurance. Give them an answer you can stand behind.
Every filing season, clients ask about health plans, term cover and tax-saving insurance. Partner with MITRA to turn that question into genuine advice on health and life cover, with a named claim expert behind every policy.
★★★★★ claims support for your clientsIRDAI-registered intermediary
Is this right for you?
A partnership that should fit how you already work
- field questions about 80C, 80D and protection every year
- want to advise on the right cover, not just point clients elsewhere
- value claims support that protects your professional reputation
Why partner with MITRA
Where claims support becomes your edge
Advise or refer
Use the POSP route to advise directly, or refer and leave the advice and service to MITRA.
Reputation protected
A named claim expert ensures the recommendation remains useful after a policy is issued.
How it works
From hello to your first policy
A simple, compliant onboarding shaped around the commercial route that fits your practice.
- 01
Apply
Tell us about your practice.
- 02
Choose a route
POSP certification or a simple referral model.
- 03
Start advising
Use the full shelf with an advisory desk behind you.
- 04
We service
MITRA handles renewals and claims.
The commercial model
POSP or referral
Become an IRDAI-certified POSP to advise directly, or use a referral model where MITRA advises and services. Tax treatment depends on each client’s circumstances and the prevailing regime.
The difference your clients feel
Anyone can sell a policy. Few can stand beside a claim.
Recommending a policy is easy. Standing behind it when the client claims is what earns lasting trust - the same trust that keeps clients with their advisor for decades.
The shelf you’ll offer
Products your clients can access through you
Health insurance
Coverage, exclusions and the claim process, explained in plain language.
ExploreLife insurance
Term cover, riders and claims, explained without a sales pitch.
ExploreHome insurance
Protection for the home and belongings your clients have built.
ExploreCyber insurance
Protection for online fraud and identity theft, subject to policy terms.
ExplorePartnership FAQs
Questions, answered
Straight answers, in plain English.
Can a Chartered Accountant partner to advise on insurance?
Yes, via the IRDAI POSP route or a referral model. Practising members should confirm the activity aligns with applicable ICAI guidelines.
Which insurance premiums can qualify for tax benefits?
Health premiums can qualify under Section 80D and life premiums under Section 80C, subject to limits and the client’s tax regime. Clients should confirm their own treatment.
Who handles my client’s claim?
A dedicated MITRA claim expert handles the documentation, insurer or hospital coordination and plain-language updates through settlement - free for the life of the policy.
Do I keep my client relationship?
Yes. MITRA handles the insurance advice, policy servicing and claims support; the trusted relationship you have built stays yours.
How do we get started?
Start with a short conversation about your clients, operating model and the compliant route that fits. Commercial terms follow IRDAI-regulated structures.
Explore other paths
There is more than one way to partner
Free · Unbiased · No pressure
Let’s build it together
A 15-minute call with our partnerships team - how it works, how claims support becomes your edge, and what route fits you.
