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Essential Checklist for Web Optimization

In this competitive technological era, industries have bloomed in a way that we now have a vast array of options to pick from whether we need to shop online or use any services. Therefore, it becomes imperative for businesses to monitor users’ changing demands and keep a close watch on how well their website or app is performing. 

Web/app loading-related metrics:

Imagine going to a website to avail of a service or to shop online, and the website struggles to load every time you select something, let’s say it’s more than 30 seconds. It disrupts the user’s seamless buying experience and eventually causes them to lose interest in just a few minutes. 

Search engines consider factors like page load time, responsiveness, mobile friendliness, etc. when ranking websites. It is necessary to do a complete website analysis and perform a site crawl to comprehend its structure, URL patterns, and template.

Here are a few vital parameters that can help you to do a self-check and understand how easy is your website/app to use for your customers and how you can optimize it for better results. 

Largest Colorful Paint (LCP):

LCP denotes a point when the website’s main content is likely loaded in the page load timeline, making it a crucial user-centric statistic for gauging perceived load speed. A fast LCP tells the user that the page is useful. LCP also indicates the render time of the largest picture or text block visible within the viewport. Sites with 2.5 seconds or less LCP have a good user experience. 

The site has opened but images are not displayed – Bad LCP performance

 Website failed to load and crashes

First Contentful Paint (FCP) – 

FCP is the time taken by the app or website to load the largest and first contentful page. It calculates the duration from when the page begins to load to the time when any page’s content is displayed on the screen.

For this metric, “content” refers to text, images (including background images), <svg> elements, or non-white <canvas> elements.

FCP TimeColor Coding 
0-1.8Green(Fast)
1.8 – 3Yellow (Moderate)
Over 3Red (Slow)

Total Blocking Time (TBT) – The time interval between FCP and TTI 

TBT calculates the total period of time that a website has been blocked from responding to user input. When a task takes more than 50 milliseconds (ms) (which is known as long task) to complete on the main thread, the main thread gets blocked and the browser cannot stop an ongoing task. Therefore, if a user does interact with the page in the middle of a long task, the browser will have to wait until the task is finished before responding. The user is likely to notice the delay and consider the page to be unresponsive. Ex: When a video ad pops up.

Total Time to Interactive (TTI) – Time taken by the website/app to get ready to collect inputs from the user (Username, password, etc).

TTI estimates the amount of time it takes for a page to load from the time it first loads until its primary sub-resources have loaded.

Techniques like server-side rendering (SSR) may result in situations where a page appears interactive (that is, links and buttons are visible on the screen) but it’s not interactive as the main thread is blocked or the JavaScript code controlling those elements hasn’t been loaded.

Cumulative Layout Shift (CLS) 

A webpage’s CLS tells you how much it suddenly shifts throughout the course of its existence. A high CLS score is achieved if a website visitor viewed a page and, as they were reading it, the banner loads and the page jumps down.

CLS is a component of Google’s Core Web Vitals, along with Largest Contentful Paint and First Input Delay (how long it takes for a website to be interactive or “clickable”). Each page that Google web crawlers index has a CLS measurement.

Tips to optimize your website’s load time:

  • Anticipate your user traffic

Predict when there might be a spike and how much can be the maximum traffic you can expect – for instance, days like sales, special offers, etc.

  • Understand and study the Consumer behavior 

Narrow down and find out what are the user patterns – peak traffic achieved during which time intervals, which is the most visited section, and how much time a user spends on the website or app. Ensure the most visited sections perform well always and be extra cautious during peak times.

  • Ask and ask always

 Product/ Service feedback is pivotal when planning where to optimize and how to achieve the best results for user engagement, satisfaction, and retention. Surveys are an evergreen and classic way to do a self-assessment.

  • Keep track and scale up when needed

Track the above-mentioned data from time to time, document it, and do a detailed data analysis. Do a regular check and scale up as your user base increases. Remember, the performance of a website might be good for thousands of users but might need to improve when the user base expands to a lakh.

  • Competitive Analysis

Take inspiration from competitors in your field. Study how many users they have, how seamless their site features are, and how time efficient they are.

  • Introduce new features to save the users time like image optimization, and optimizing your Javascript codes which will help you to improve the user experience.

To engage your users for a longer time, always save their time and effort :) 

We’ll discuss web optimization techniques in the next blog. Stay Tuned!

Further reading: Why Web Optimization is a Must for Businesses?

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How Smarter Sales Apps Are Reinventing the Frontlines of Insurance Distribution

The insurance industry thrives on relationships—but it can only scale through efficiency, precision, and timely distribution. While much of the digital transformation buzz has focused on customer-facing portals, the real transformation is happening in the field, where modern sales apps are quietly driving a smarter, faster, and more empowered agent network.

Let’s explore how mobile-first sales enablement platforms are reshaping insurance sales across prospecting, onboarding, servicing, renewals, and growth.

The Insurance Agent Needs More Than a CRM

Today’s insurance agent is not just a policy seller—they’re also a financial advisor, data gatherer, service representative, and the face of the brand. Yet many still rely on paper forms, disconnected tools, and manual processes.

That’s where intelligent sales apps come in—not just to digitize, but to optimize, personalize, and future-proof the entire agent journey.

Real-World Use Cases: What Smart Sales Apps Are Solving

Across the insurance value chain, sales agent apps have evolved into full-service platforms—streamlining operations, boosting conversions, and empowering agents in the field. These tools aren’t optional anymore, they’re critical to how modern insurers perform. Here’s how leading insurers are empowering their agents through technology:

1. Intelligent Prospecting & Lead Management

Sales apps now empower agents to:

  • Prioritize leads using filters like policy type, value, or geography
  • Schedule follow-ups with integrated agent calendars
  • Utilize locators to look for nearby branch offices or partner physicians
  • Register and service new leads directly from mobile devices

Agents spend significantly less time navigating through disjointed systems or chasing down information. With quick access to prioritized leads, appointment scheduling, and location tools—all in one app—they can focus more on meaningful customer interactions and closing sales, rather than administrative overhead.

2. Seamless Policy Servicing, Renewals & Claims 

Sales apps centralize post-sale activities such as:

  • Tracking policy status, premium due date, and claims progress
  • Sending renewal reminders, greetings, and policy alerts in real-time
  • Accessing digital sales journeys and pre-filled forms.
  • Policy comparison, calculating premiums, and submitting documents digitally
  • Registering and monitoring customer complaints through the app itself

Customers receive a consistent and seamless experience across touchpoints—whether online, in-person, or via mobile. With digital forms, real-time policy updates, and instant access to servicing tools, agents can handle post-sale tasks like renewals and claims faster, without paperwork delays—leading to improved satisfaction and higher retention.

3. Remote Sales using Assisted Tools

Using smart tools, agents can:

  • Securely co-browse documents with customers through proposals
  • Share product visualizations in real time
  • Complete eKYC and onboarding remotely.

Agents can conduct secure, interactive consultations from anywhere—sharing proposals, visual aids, and completing eKYC remotely. This not only expands their reach to customers in digital-first or geographically dispersed markets, but also builds greater trust through real-time engagement, clear communication, and a personalized advisory experience—all without needing a physical presence.

4. Real-Time Training, Performance & Compliance Monitoring

Modern insurance apps provide:

  • On-demand access to training material
  • Commission dashboards and incentive monitoring
  • Performance reporting with actionable insights

Field agents gain access to real-time performance insights, training modules, and incentive tracking—directly within the app. This empowers them to upskill on the go, stay motivated through transparent goal-setting, and make informed decisions that align with overall business KPIs. The result is a more agile, knowledgeable, and performance-driven sales force.

5. End-to-End Sales Execution—Even Offline

Advanced insurance apps support:

  • Full application submission, from prospect to payment
  • Offline functionality in low-connectivity zones
  • Real-time needs analysis, quote generation, and e-signatures
  • Multi-login access with secure OTP-based authentication

Even in low-connectivity or remote Tier 2 and 3 markets, agents can operate at full capacity—thanks to offline capabilities, secure authentication, and end-to-end sales execution tools. This ensures uninterrupted productivity, faster policy issuance, and adherence to compliance standards, regardless of location or network availability.

6. AI-Powered Personalization for Health-Linked Products

Some forward-thinking insurers are combining AI with health platforms to:

  • Import real-time health data from fitness trackers or health apps 
  • Offer hyper-personalized insurance suggestions based on lifestyle
  • Enable field agents to tailor recommendations with more context

By integrating real-time health data from fitness trackers and wellness apps, insurers can offer hyper-personalized, preventive insurance products tailored to individual lifestyles. This empowers agents to move beyond transactional selling—becoming trusted advisors who recommend coverage based on customers’ health habits, life stages, and future needs, ultimately deepening engagement and improving long-term retention.

The Mantra Labs Advantage: Turning Strategy into Scalable Execution

We help insurers go beyond surface-level digitization to build intelligent, mobile-first ecosystems that optimize agent efficiency and customer engagement—backed by real-world impact.

Seamless Sales Enablement for Travel Insurance

We partnered with a leading travel insurance provider to develop a high-performance agent workflow platform featuring:

  • Secure Logins: Instant credential-based access without sign-up friction
  • Real-Time Performance Dashboards: At-a-glance insights into daily/monthly targets, policy issuance, and collections
  • Frictionless Policy Issuance: Complete issuance post-payment and document verification
  • OCR Integration: Auto-filled customer details directly from passport scans, minimizing errors and speeding up onboarding

This mobile-first solution empowered agents to close policies faster with significantly reduced paperwork and data entry time—improving agent productivity by 2x and enabling sales at scale.

Engagement + Analytics Transformation for Health Insurance

For one of India’s leading health insurers, we helped implement a full-funnel engagement and analytics stack:

  • User Journey Intelligence: Replaced legacy systems to track granular app behavior—policy purchases, renewals, claims, discounts, and drop-offs. Enabled real-time behavioral segmentation and personalized push/email notifications.
  • Gamified Wellness with Fitness Tracking: Added gamified fitness engagement, with rewards based on step counts and interactive nutrition quizzes—driving repeat app visits and user loyalty.
  • Attribution Tracking: Trace the exact source of traffic—whether it’s a paid campaign, referral program, or organic source—adding a layer of precision to marketing ROI.
  • Analytics: Integrated analytics to identify user interest segments. This allowed for hyper-targeted email and in-app notifications that aligned perfectly with user intent, driving both relevance and response rates.

Whether you’re digitizing field sales, gamifying customer wellness, or fine-tuning your marketing engine, Mantra Labs brings the technology depth, insurance expertise, and user-first design to turn strategy into scalable execution.

If you’re ready to modernize your agent network – Get in touch with us to explore how we can build intelligent, mobile-first tools tailored to your distribution strategy. Just remember, the best sales apps aren’t just tools, they’re growth engines; and field sales success isn’t about more apps. It’s about the right workflows, in the right hands, at the right time.

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