5 Ways HR Chatbots are Simplifying Hiring & Employee Engagement

3 minutes, 49 seconds read

Published on Jun 21, 2020

Updated on Jul 24, 2020

So far, there were three most talked about recruitment metrics — time-to-hire, cost-per-hire, and retention rate. Due to the Covid-19 outbreak, the HR industry is facing another challenge of managing and interacting with the remote workforce.

The impact of Covid-19 will be felt beyond 6 months. Organizations are, therefore, keen on revising their HR processes. Apart from hiring and retaining talents, productivity remains a crucial concern for most employers.

Over 70% of organizations are opting for virtual recruitment methods and technologies like Artificial Intelligence, Robotic Process Automation and Machine Learning are leading this change. HR Chatbots are a well-known implementation of AI technology in recruitment.

5 Important AI-powered HR Chatbots Use Cases

AI-powered HR bots can streamline and personalize recruitment and engagement processes across contract, full-time, and remote workforce.

1. Screening Candidates

Almost 50% of talent acquisition professionals consider screening candidates as their biggest challenge. Absence of standardized assessment process, lack of appropriate feedback metrics, overdependence on employment portals, and ignoring the pool of interested candidates are some of the factors that create bottlenecks in the recruitment process.

Finding the best fit for the organization is in itself a challenge. On top of that, the time lost in screening the ‘ideal candidate’ leads to losing the candidate altogether. Nearly 60% of recruiters say that they regularly lose candidates before even scheduling an interview.

AI can help in making the screening process more efficient. From collecting resumes to scanning candidates’ social & professional profiles, recent activities, and their interest in the industry/organization, AI can connect the dots and shortlist ‘best candidates’ from the talent pool. The journey begins with an HR bot that collects resumes and initiates basic conversations with the candidates.

HR operations chatbot – View Demo

2. Scheduling Interviews

The biggest challenge with scheduling interviews is finding a time that works for everyone.

According to a recent HR survey by Yello, it takes between 30 minutes and 2 hours to schedule a single interview. Nearly 33% of recruiters find scheduling interviews a barrier to improving time-to-hire.

The barriers to scheduling interviews involve time zones, prior appointments, location, and commute. AI-powered chatbots can piece it together for both — candidates and interviewers and propose an ideal time in seconds. Moreover, today’s HR bots can handle reimbursements, feedback, notifications, and post-interview sentiments of the candidates.

Appointment scheduling chatbot – View Demo

3. Applicants Tracking

Many organizations have been using Applicants Tracking Systems (ATS) — a software for handling recruitment and hiring needs. ATS provides a central location and database of resume boards (employment sites).

How ATS Applicants Tracking System Works — *(Image)*

HR chatbots with NLP capabilities can be integrated into ATS to facilitate intelligent guided semantic search capabilities.

4. Employee Engagement

Even after the orientation, employees (especially new joiners) face hurdles in keeping up with the organization’s procedures. Reaching out to HRs is the solution, but they’re also bound by time. In most of the situations, peer-support is a way through for activities like using time-sheets, leaves, holidays, reimbursements, etc.

Chatbots have always been great self-service portals. HR departments can leverage bots to answer FAQs on the company’s policies, employee training, benefits enrollment, self-assessment/reviews, votes, and company-wide polls.

HR bots with NLP capabilities can converse with employees, understand their sentiments, and offer resolutions. 89% of HR professionals believe that ongoing peer feedback and check-ins are key for successful outcomes. Especially in large enterprises, HR chatbots can engage with employees at scale. Moreover, chatbot conversations provide actual data for future analysis. This will also help the upper management with an unbiased understanding of the sentiments at the bottom of the pyramid.

5. Transparency across Teams

Recruiting data is often siloed and confined with the recruiters themselves. Leadership only has a high-level understanding of recruitment at ground levels. Often, this data is not available to other members of the HR department as well. Less than 25% of companies make recruiting data available to the entire HR team.

One of the reasons for lack of information transparency is the use of legacy systems like emails, spreadsheets, etc. for generating reports and sharing updates.

HR chatbots - how are recruitment metrics shared — *(Image)*

With AI-powered systems, controlled sharing of data, dynamic dashboards, real-time analytics, and task delegation with detailed information can be simplified. AI-chatbots, integrated within HRMs can make inter/intra departmental conversations and information requests simpler.

Final Thoughts

Today, recruiters prefer technology-based solutions to make their hiring process more efficient, increase productivity and candidate’s experiences. Tools like conversational chatbots are becoming increasingly popular because of the intuitive experiences they deliver. Chatbots can simplify HR operations to a greater extent and at the same time provide better employee engagement rates than humans.

Multilingual AI-powered HR Chatbot with Video – Hitee.chat

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.

5 Ways HR Chatbots are Simplifying Recruitment and Employee Engagement