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Vagrant: Building and maintaining portable virtual software development environment

I had a new developer joining my team. But onboarding required him to successfully install all the necessary software. The project was complex with a disparate set of software, and modules required to make all of it work seamlessly. Despite best efforts, it took the developer a couple of hours to completely set up his machine.

vagrant

It set me to think if there is something that can be done to improve and expedite this onboarding. Why should it take a new developer so much time to set up his system when the very same activity has been done a couple of times before by earlier developers.

A little bit of ‘googling’ made me stumble upon some thing called Vagrant. Perhaps I was too ignorant before, but now I realize there exists better ways to handle this problem. The activity that took our developer hours can be finished in a few minutes.

Here is how Vagrant can help you set up your development environment in minutes.

  1. Install the latest version of Vagrant from https://www.vagrantup.com/downloads.html. You can download the version for your OS. You can also read more about Vagrant from https://www.vagrantup.com/docs/getting-started/
  1. After installing Vagrant, you will need to install VirtualBox from https://www.virtualbox.org

Now that you have installed Vagrant, and the Virtual Box, lets play around a bit with it.

From your bash shell you can run the following commands

$ init hashicorp/precise64

$ vagrant up

After running the above commands, you will have a fully running Virtual Machine running Ubuntu 12.04 LTS 64 bit. You can SSH into the machine with

vagrant ssh

, and when you are done playing around with your newly created virtual machine, you may choose to destroy it by running; vagrant destroy

Next Steps

Now that you have created a virtual environment, lets see how we can get started with creating a new vagrant aware project.

New Project

Setting up a new project would require us creating a new directory, and then running the init command inside the directory.

$ mkdir new_vagrant_project

$ cd new_vagrant_project

$ vagrant init

The last init command above will place a new file Vagrantfile inside the current directory. You may also choose to convert an existing project to make it vagrant aware by running the same vagrant init command from an existing directory.

So far all you have in your directory is one single file called Vagrantfile. But where is the OS? We have not yet installed it. How will my project run in my favorite OS?

Answers to above questions lie in the VirtualBox. Virtual Box is the software, which is the container for your OS. Instead of building the virtual machine from scratch, which would be slow and tedious process as all the OS files will need to be downloaded every time, Vagrant uses a base image to quickly clone the virtual machine. These base images are called boxes in vagrant, and as Vagrant website also says “specifying the box to use for your vagrant environment is the first step after creating a new Vagrantfile”.

The virtual box type or the OS need to be specified in Vagrantfile. Below is how you can tell Vagrant that you would like to use Ubuntu Precise 64 to run your application on.

Vagrant.configure(“2”) do |config|

config.vm.box = “hashicorp/precise64”

end

Vagrant gives you a virtual environment of a server with any OS of your liking. In this example, we added Precise 64 version of the Ubuntu OS. However if you would like to add anything else, you can search for options here

https://app.terraform.io/session

Its time to bootup the virtual machine. It can be done using

vagrant up

Next we can log in to the machine by running

vagrant ssh

When you are done fiddling around with the machine, you can destroy it by running vagrant destroy.

Now that the OS is ready, its time to install necessary softwares, and other dependencies. How do we do that?
Enter Ansible!!

Ansible helps us in provisioning the virtual machine booted up in the steps above. Provisioning is nothing but configuring, and installing different dependencies required to run on your application.

Ansible (http://docs.ansible.com/ansible/index.html) can be downloaded, and installed on your machine from http://docs.ansible.com/ansible/intro_installation.html#installing-the-control-machine

Please note that Ansible is not the only provisioning tool that can work with Vagrant. Vagrant works equally well with other provisioners like Puppet, Chef, etc.

The provisioner, Ansible in the current case needs to be configured with the Vagrant so that virtual machine knows how it should provision the machine after boot up.

The basic Vagrantfile Ansible configuration looks like

Vagrant.configure(“2”) do |config|

config.vm.box = “hashicorp/precise64”

config.vm.network ‘private_network’, ip: ‘192.168.1.x’

config.vm.network ‘forward_port’, guest: xxxx, host: yyyy

config.vm.provision “ansible” do |ansible|

ansible.playbook = “playbook.yml”

end
end

The configuration ‘private_network’ will give an IP to your virtual machine so that traffic can flow from/to the virtual machine.

The ‘forward_port’ configuration enables us to specify that requests coming on a port xxxx to the virtual machine from outside will be routed inside the VM on an application listening on port yyyy.

Playbook is a very integral component of Ansible. Playbook contains instructions that Ansible will execute to ready your machine. These instructions can be a list of softwares to be downloaded, and installed, or any other configuration that your application requires to function properly. Playbooks are expressed in YAML format. Each playbook is composed of one or more ‘plays’ in a list.

The goal of a play is to map a group of hosts to some well-defined roles, represented by ‘tasks’.

Here is a playbook example with just one play.

- hosts: webservers

vars:

http_port: 80

max_clients: 200

remote_user: root

tasks:

- name: ensure apache is at the latest version

yum: name=httpd state=latest

- name: write the apache config file

template: src=/srv/httpd.j2 dest=/etc/httpd.conf

notify:

- restart apache

- name: ensure apache is running (and enable it at boot)

service: name=httpd state=started enabled=yes

handlers:

- name: restart apache

service: name=httpd state=restarted

A playbook can also have multiple plays, with each play executing on a group of servers. You can also have multiple plays in a playbook, with each play running on a different group of servers as in http://docs.ansible.com/ansible/playbooks_intro.html

In the next part of this series, I will take a real example where an application requires multiple software, and configurations, and how we make use of Vagrant & Ansible to run it in the developer’s machine, and then automate deployment to the cloud servers.

In case, you any queries on Virtualizing Your Development Environment To Make It A Replica Of Production, feel free to approach us on hello@mantralabsglobal.com, our developers are here to clear confusions and it might be a good choice based on your business and technical needs.

This guest post has been written by Parag Sharma Mantra Labs CEO.

He is an 14 year IT industry veteran with stints in companies like Zapak and RedBus before founding Mantra Labs back in 2009. Since then, Mantra has dabbled in various products and is now a niche technology solutions house for enterprises and startups.

Mantra Labs is an IT service company and the core service provided by the company are Web Development, Mobile Development, Enterprise on the Cloud, Internet of Things. The other services provided by the company are Incubate start-up, provide Pro-active solutions and are Technical Partners of Funds & Entrepreneurs.

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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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