I remember my young days when one of my close relatives started working as an Insurance Agent, and it was considered to be a precious job. A few days back when I met him, I asked him – Has the latest technology affected your work? I was expecting a negative answer, but instead, he showed me the flip side of how insurtech is helping him make a more personalized and long-term relationships. While some of the mundane jobs like data entry, reminders, quotes comparison, underwriting has been taken up by the insurtech technology, individuals, business owners or firms are yet inclined to interact with a human being and close the deal.

He mentioned a couple of analogies to strengthen his case – he said e-commerce industry in India that is worth US$125 billion as of April 2017 was not able to displace the brick and mortar industry. Or has the automobile industry removed pedestrians from the road?

Or the most important one – has the digitization removed the government agents that help citizens in getting their vehicle registered or apply for the PAN card?

Or has the financial inclusion initiative detached Banking agents or business correspondents from the chain? With a big smile on his face, he was sure digital move will only enhance his powers as insurance agents and not displace them.

Let’s take a look “HOW INSURTECH WOULD STRENGTHEN INSURANCE AGENT”

CHATBOTS HELPING IN CONVERSATION

Let’s accept it, on the one hand, people are busy and may not be available for sales pitch even it’s a tedious job for the insurance agent to repeat the same introduction to every prospective client, and that’s why – chatbots are handy. Start a conversation at your ease, and get full information handy. If you are satisfied, book an appointment with the agent, and he would come and guide you further.

DATA DATA EVERYWHERE

InsurTech is helping the insurance firms in churning the data that supports them in analyzing their needs and preferences. The same data could be used by insurance agents to grab more clients. Just for example if an individual is a wanderlust, he might be more interested in getting customized travel insurance rather than home or term insurance. Such kind of data when provided to an insurance agent, he could use his expertise to present a sales pitch to the client and help him in also getting customization if needed.

VALUE ADDED SERVICES

While play store may be filled with apps that provide dos and don’ts of insurance, individuals expect a human touch that offers “personalization with freebies.” Insurance agents could tap into this domain by also offering value-added services to make their client feel special. Just for example – using a robo advisor to generate a financial planning portfolio for your prospective client could help in trusting the agents and building a long-term relationship.
Undoubtedly technologies’ like Artificial Intelligence[AI], Natural Language Processing [NLP] would help in improving the financial decision, but they are also strengthening the agents in providing value-added services and making it a more engaging experience.

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References:

https://www.insurancebusinessmag.com/asia/news/breaking-news/tech-to-complement-not-replace-insurance-50228.aspx

https://dailyfintech.com/2017/11/30/insurtechisagentspinach/
https://www.insurancejournal.com/magazines/mag-features/2017/04/03/446012.htm

Empowering Frontline Healthcare Sales Teams with Mobile-First Tools

By : Team Mantra

Published on Jul 15, 2025

Healthcare mobile app Sales App

In healthcare, field sales is more than just hitting quotas—it’s about navigating a complex stakeholder ecosystem that spans hospitals, clinics, diagnostics labs, and pharmacies. Reps are expected to juggle compliance, education, and relationship-building—all on the move.

But, traditional systems can’t keep up.

Only 28% of a rep’s time is spent selling; the rest is lost to administrative tasks, CRM updates, and fragmented workflows.

— Salesforce, State of Sales 2024

This is where mobile-first sales apps in healthcare are changing the game—empowering sales teams to work smarter, faster, and more compliantly.

The Real Challenges in Traditional Field Sales

Despite their scale, many healthcare sales teams still rely on outdated tools that drag down performance:

Paper-based reporting: Slows down data consolidation and misses real-time insights
Siloed CRMs: Fragmented systems lead to broken workflows

According to a study by HubSpot, 32% of reps spend at least an hour per day just entering data into CRMs.

Managing Visits: Visits require planning, which may involve a lot of stress since doctors have a busy schedule, making it difficult for sales reps to meet them.
Inconsistent feedback loops: Managers struggle to coach and support reps effectively
Compliance gaps: Manual processes are audit-heavy and unreliable

These issues don’t just affect productivity—they erode trust, delay decisions, and increase revenue leakage.

What a Mobile-First Sales App in Healthcare Should Deliver

According to Deloitte’s 2025 Global Healthcare Executive Outlook, organizations are prioritizing digital tools to reduce burnout, drive efficiency, and enable real-time collaboration. A mobile-first sales app in healthcare is a critical part of this shift—especially for hybrid field teams dealing with fragmented systems and growing compliance demands.

Core Features of a Mobile-First Sales App in Healthcare

1. Smart Visit Planning & Route Optimization

Field reps can plan high-impact visits, reduce travel time, and log interactions efficiently. Geo-tagged entries ensure field activity transparency.

2. In-App KYC & E-Detailing

According to Viseven, over 60% of HCPs prefer on-demand digital content over live rep interactions, and self-detailing can increase engagement up to 3x compared to traditional methods.
By enabling self-detailing within the mobile app, reps can deliver compliance-approved content, enable interactive, personalized detailing during or after HCP visits, and give HCPs control over when and how they engage.

3. Real-Time Escalation & Commission Tracking

Track escalation tickets and incentive eligibility on the go, reducing back-and-forth and improving rep satisfaction.

4. Centralized Knowledge Hub

Push product updates, training videos, and compliance checklists—directly to reps’ devices. Maintain alignment across distributed teams.

5. Live Dashboards for Performance Tracking

Sales leaders can view territory-wise performance, rep productivity, and engagement trends instantly, enabling proactive decision-making.

Case in Point: Digitizing Sales for a Leading Pharma Firm

Mantra Labs partnered with a top Indian pharma firm to streamline pharmacy workflows inside their ecosystem.

The Challenge:

Pharmacists were struggling with operational inefficiencies that directly impacted patient care and satisfaction.
Delays in prescription fulfillment were becoming increasingly common due to a lack of real-time inventory visibility and manual processing bottlenecks.
Critical stock-out alerts were either missed or delayed, leading to unavailability of essential medicines when needed.
Additionally, communication gaps between pharmacists and prescribing doctors led to frequent clarifications, rework, and slow turnaround times—affecting both speed and accuracy in dispensing medication.

These challenges not only disrupted the pharmacy workflow but also created a ripple effect across the wider care delivery ecosystem.

Our Solution:

We designed a custom digital pharmacy module with:

Inventory Management: Centralized tracking of sales, purchases, returns, and expiry alerts
Revenue Snapshot: Real-time tracking of dues, payments, and cash flow
ShortBook Dashboard: Stock views by medicine, distributor, and manufacturer
Smart Reporting: Instant downloadable reports for accounts, stock, and sales

Business Impact:

2x faster prescription fulfillment, reducing wait times and improving patient experience
27% reduction in stock-out incidents through real-time alerts and inventory visibility
81% reduction in manual errors, thanks to automation and real-time dashboards
Streamlined doctor-pharmacy coordination, leading to fewer clarifications and faster dispensing

Integration Is Key

A mobile-first sales app in healthcare is as strong as the ecosystem it fits into. Mantra Labs ensures seamless integration with:

CRM systems for lead and pipeline tracking
HRMS for leave, attendance, and performance sync
LMS to deliver ongoing training
Product Catalogs to support detailing and onboarding

Ready to Empower Your Sales Teams?

From lead capture to conversion, Mantra Labs helps you automate, streamline, and accelerate every step of the sales journey.

Whether you’re managing field agents, handling complex product configurations, or tracking customer interactions — we bring the tech & domain expertise to cut manual effort and boost productivity.

Let’s simplify your sales workflows. Book a quick call.

Further Reading: How Smarter Sales Apps Are Reinventing the Frontlines of Insurance Distribution

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