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Why Storytelling in Design is Important?

By :
4 minute read

You have all heard of storytelling, everyone in the design community and social media talks about it and you wonder – ‘What does it mean?’. 

Honestly even I was in the same exact confusion in the beginning. I dived into the internet and went through articles and videos to understand what all these people were saying.

Let me break down what my understanding of storytelling is.

WHAT???

Did you experience that feeling you get when you go into a meeting all excited to present your designs with josh, and get nothing?

This usually happens when the people on the other side have not really understood your design. It’s because you spoke your language and not the language they are used to. 

(Just imagine a developer coming up to you and talking in their programming slang. You’ll be clueless and confused. Things will fly off your head.)

We need to talk in a  language that our audience will understand. Storytelling is nothing but the art of conveying your message in a way everyone can understand. It is something that is a part of our daily lives and culture.

We need to build an emotional connection with our designs/ideas so our audience will respond to it in a more positive manner. People connect with emotions and for that, we need to establish trust by talking in a way they can understand.

Just like the movies, your design should tell a good story. Before we start designing we need to set a plot for our designs, create characters and start making things relatable to the real world.

WHY???

A design is easy to do but convincing people of an idea is tough (No offense). This is where storytelling comes into action. Most of us usually start designing without understanding the brand, the audience, or the idea. We are always running behind in making a good design rather than what will work for the product in the real world. 

Most designers make the mistake of making the design perfect and supporting it with tons of research. But the truth is that people can’t connect with that type of design emotionally. (The key is to bring your design to life)

We need to put the idea out in the world. The idea is always more powerful and it gets a whole new dimension when you start sharing it. People will have more ideas to the original core idea and it will keep growing. 

Let’s discuss this in an easier way. (By storytelling) 

The first thing is to start by thinking about your idea as the main plot line. Everything will revolve around this now. Like in DDLJ – the plot was that Raj & Simran loved each other but her family had already accepted another proposal for her.

Next, you start by building your characters in the design. Define your main hero and the supporting roles. Basically, find your Raj and Simran within the design and highlight them. 

Now like in every movie, we need a bad guy. Your problem statement can be the villain.

Like all good blockbuster movies, your story needs to have some masala and drama. 

(Add some dramatic train scenes) 

​​

Then start thinking of all the content as the dialogues of the movie and the graphics (imagery and illustrations) as the songs of the movie. We need to create a good balance between the songs and the dialogues.

Your subheadings and body text can be the supporting roles that make the hero stand out.

Also like all the action scenes of the movie, the CTA’s need to be there in the right place at the right time. Our users glance over the screens and in a very small time, we need to highlight our action items.

(Timing is everything)

First you yourself need to understand the story plot and characters in depth, then you can connect your audience easily to it. Audiences can forget the hero’s name but the story is what they will remember and talk about.

I have broken down the hero section of a popular insurance website into simple elements of a story. We can use this same process to talk about the entire website and further the complete concept. We need to break down the bigger element into smaller elements that should convey the same idea.

HOW???

Your story needs to be rooted, it needs a strong base. You’re selling your story, and your idea to everyone and not just a website, or an app.

So there are 2 ways to do this – like an art form or with some masala.

The first one you should take on when you have an experimental design, for example when you reimagine any traditional approach. (Also when you have a lot of time and budget).

The other way to go about it is with some masala and creating a dramatic pitch. Try to build a story that places your product/idea in a real-life setting. 

Next thing is to always practice with an audience before you go in for the final pitch. Practice your story a couple of times with your friends, family, and professional peers, and keep iterating the story by seeing their expressions, moods, and responses. Always practice with a small group. (Practice makes a man perfect😊)

You need to really understand your audience and connect with their emotions. On the first attempt you might fail but keep practicing and each time you’ll add things or remove something and you’ll get better at storytelling.  

(Also you aren’t chocolate, you can’t make everyone happy…Just Accept That!)

Just always remember your idea is the most important aspect of your story. Pick what you need to be the hero of the design, make things easily relatable and that will help your design to be memorable.

….. And then the final pitch might just be a BLOCKBUSTER!!

About the Author:

Diya is an architect turned UI/UX Designer, currently working at Mantra Labs. She values designing experiences for both physical and digital spaces.

Want to know more about designing?

Read our blog: How To Get Design Inspiration?

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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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