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From Nerves to Sucess: My First Client Presentation

Greetings to all my inquisitive designers and dedicated blog readers. Within this post, I’m excited to recount my first client presentation. It’s quite an amusing tale if I do say so myself.

In March, I started working on a project as a junior UI/UX designer, collaborating closely with a senior designer. Upon receiving the Business Requirements Document (BRD) from the client, its contents initially left me confused. Nonetheless, I diligently commenced work on the project following the provided instructions.

Initially, my focus was on the agent portal. However, my senior designer later reassigned me to the back office admin portal, which comprises four distinct modules. I initiated my work on the first module, specifically the back office admin segment. The senior designer informed me that, in this compact module, we would only be incorporating 2 to 3 menus on the dashboard. 

When I initially began the development of the back office module, I delved into the Business Requirements Document (BRD) and discovered a multitude of menus outlined within it. I meticulously organized these menus and set to work on them. Approximately 8 days into the project, my senior inquired, “Madhuri, how long will it take you to wrap up this module? It appears to have taken quite some time.” At that juncture, I had successfully crafted a comprehensive dashboard along with three distinct menus, complete with their respective detailed screens. When I presented my progress to him, he expressed his astonishment, remarking, “I never envisioned this module to be of such substantial scale!” What compounded the challenge was the lack of available references, with the module encompassing roughly 150 to 160 screens in total. Despite facing numerous hurdles, I finally managed to successfully complete the “Back Office Admin” module within a span of 25 days. “Back Office Admin” The name itself does have a somewhat horror ring to it for me at the time. But all jesting aside, I was genuinely relieved to have accomplished this feat.

As the moment approached for the client presentation of my module, uncertainty loomed over thinking about who would take the reins and stand before the client to present the design. I had assumed that my senior would take up this role. I vividly recall the day when my senior informed me, “Hey, you’ve worked on this module, and it’s your responsibility to make the presentation.” At that very instant, I couldn’t help but think, “Oh god, help me through this.” My hands trembled, and I felt far from prepared for the upcoming presentation.

In the wake of this revelation, I began my preparations for the design demonstration. Eventually, the moment arrived, and my senior asked me to start the presentation. Drawing in a deep breath, I began.

Initially, I presented a complete overview of the entire module with details regarding the available menus, our overarching design approach, and the step-by-step progression of our design methodology. Within this context, I explained our primary objectives and how we successfully attained them. Then I gave them a walkthrough of the design and each screen in detail with a comprehensive description of the specific module, in line with the client’s explicit requirement for a detailed design explanation.

During my initial demonstration, I showcased a grand total of 160 slides, an enriching experience in itself. Throughout the presentation, the client posed several inquiries, to which I lent keen attention and replied with utmost politeness and clarity.

Following the presentation, I gleaned valuable insights. The presentation itself has two distinct modes: the first is the online presentation, and the second, is the offline presentation. Mine was online, giving me certain advantages. Nevertheless, it is crucial to bear this point in mind to ensure the success of your own presentations.

1. Embrace Self-Assuredness: Confidence is a constant factor, even when you occasionally misspeak. Regardless of what you express, do so with unwavering confidence.

2. Begin with Confidence: As you commence your demo or presentation, initiate with a warm greeting and introduce yourself.

3. Harness the Power of Your Voice: During an online presentation, your voice takes center stage as your unique identity. Therefore, it’s crucial to employ a clear and composed tone, maintain pauses between sentences, and avoid speaking too rapidly. Allow your audience ample time to ask questions if they have any.

4. Clarify Screen Details: During any type of demo or presentation, provide a comprehensive overview of the specific screen, covering everything from the header to the footer.

5. Center Your Core Message: Concentrate on your primary message—why you’re introducing this particular design and the underlying process behind it.

6. Client Q&A Etiquette: During design discussions, clients often pose numerous questions. It’s essential to attentively listen to their queries and respond politely. If you’re unsure about a particular point, kindly express, “I’m not certain about this at the moment, but I’ll certainly follow up with you to provide a thorough response.”

These are the key points you should embrace to excel in your presentation. With these thoughts in mind, I’m signing off and will be back soon with a new, engaging blog post.

About the Author: Madhuri Vinchurkar is a passionate UI/UX designer working at Mantra Labs. With a keen eye for creating seamless and visually captivating digital experiences, she has honed her skills in crafting user-centered designs that not only look great but also offer intuitive interactions.

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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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