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FlowMagic — The Visual AI Platform for Insurer Workflows

For any operational effort across large organizations, a significant amount of time and resources are spent manually inputting data into downstream systems. These processes more specifically affect insurance practices that are deeply reliant on back-office processes. The bulk of the insurance workforce is condensed into operations and support functions (e.g. policy issuance and servicing). Here, data is typically unstructured and locked away in heaps of paper-based documents, emails, scanned images, excel worksheets, pdf, and word reports.

Typically in insurance, at least 90% of unstructured documents are manually processed, while an ‘Insurance Policy Administration System’ is on average between 15–20 years old — forcing them at times to lag behind their financial services peers. 

To make the most out of the massive quanta of inbound data stored in siloed systems, firms have recently begun to take a serious look at streamlining data migration using AI-based tools. The burgeoning reality is that a tremendous amount of man-hours are wasted in repetitive tasks leading to increased processing times and slower through rates for insurance.

Proportion of Unstructured Data in P&C Insurance (%)

portion of Unstructured Data in P&C Insurance (%)


Source: SPS Data

AI Gets Holed Up In Silos
According to a recent IDG study titled the ‘Future of Work’, less than 50% of global enterprises have deployed intelligent automation technologies (such as AI, Cognitive Automation or RPA), while over two-thirds find greater difficulty in integrating these people, process and AI. Over fifty percent of enterprises identify siloed deployments and overwhelmed internal application development teams as long-term issues. This can create friction between teams operating in silos and those trying to derive insights from unstructured docs. Nearly a third of enterprises identified getting AI into production and live services as the single biggest challenge to overcome.

According to a McKinsey paper, intelligent process automation is at the core of next-generation operational business models.

The Need For Intelligent Document Processing

The Need For Intelligent Document Processing


Source: Imaginea

A New Platform

MantraLabs has launched a unique solution to address the insurer’s pain-point through an intelligent platform built especially for silos, The solution addresses several dependency issues and is built to scale, making it a vendor-neutral platform that doesn’t require deep coding skills. The christened solution is FlowMagic — a simple and easy to use visual AI platform for insurer workflows.

FlowMagic applies proprietary AI techniques, Machine Learning and NLP, to extract any target data from unstructured documents. At the recently convened 4th Annual Insurance India Summit and Awards 2019 held in Mumbai, Mantra Labs presented a live demonstration of FlowMagic’s unique capabilities. Mantra Labs CEO Parag Sharma took the opportunity while speaking in front of industry leaders and attendees, to showcase our true AI-first approach to solving insurance challenges. FlowMagic truly embodies the spirit of that approach in tackling the problems plaguing traditional insurers — such as reducing document delivery times to the back-office by 80%.

FLOWMAGIC DASHBOARD

Customizable Workflows
The platform is equipped with plug and play capability. Using quick drag and drop, one can create custom workflows to address the most pressing operational functions, such as insurance agent onboarding or verifying medical invoices. Mantra Labs has pre-built over 50 AI-powered apps for its users to take advantage of. The open platform also allows insurers to create their own apps that can be seamlessly integrated.

FLOW MAGIC’s IN-BUILT APPS

By leveraging machine learning, insurers can use FlowMagic to shift intensive operational functions into auto-pilot. The AI tool can automate the ‘classify, extract, and validate’ cycle for insurers and direct decision-ready insights straight to decision-makers.

Although declining, the Insurance field is still paper-intensive. Insurers are shifting towards AI-powered engines to replace unnecessary manned effort behind redundant operational tasks. These systems can bring about at least a 70% reduction in manual processing and 30% improvement in cost-efficiencies throughout the value chain. 

To know more about how FlowMagic is helping insurance leaders cognitively automate complex processes, reach out to us at hello@mantralabsglobal.com 

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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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