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Why automate insurance agent onboarding?

Globally, over 90 percent of agents leave their organization to pursue opportunities outside the insurance industry. Thus making the agents onboarding process a continual recurrence for the insurance companies. 
Organizations, as well as agents, crave for easy onboarding instead of long trails of paperwork. Simplifying documentation and data entry right from the beginning can be a great win for organizations looking to improve operational efficiencies. And it is, in fact, possible to automate insurance agents onboarding processes.

Problems In Onboarding Insurance Agents

#Finding the Right Person

One of the major problems that insurance companies face is the agent’s intent towards making profits. There sure is the pressure of earning commissions forcing agents to sell policies that bring greater profits to them. 

Insurance companies indeed need to find agents aligned with organizations’ ethics and not driven by personal benefits.

#Operational Cost in Recruitment

When an organization issues a circular for hiring agents, thousands of applications flood in. The human effort in shortlisting candidates is time-consuming and can increase operational costs by 30%-60%.

Automating ‘Traditional Onboarding’ Processes

Organizations can introduce an “apply online” portal where prospective agents can upload documents directly required for employment qualifications. Post this, the shortlisting of candidates can be automated, which is otherwise done manually even today.

Process flow: Automate Insurance Agents Onboarding - Mantra Labs

#Check Authenticity of the Submitted Documents

Smart document scanners identify the authentication rules (holograms, unique id, etc.) and accordingly process it for the next steps.

#Sort and Cluster Documents

Document Classifiers can cluster documents based on their titles, IDs, and specific content within the document text, and structure the data in a relational/hierarchical repository.

This is equivalent to arranging agent documents in a paperless register with lightning-fast access for future references.

#Derive Target Data

The OCR Engines and Document Parsers can read and capture text from documents and store them in the required format.

A manual process will require reading the document, entering data in a register, and then calculating it. Sounds tedious (even if it’s on excel sheets), isn’t it?

#View Results According to the Selection Criteria

Dashboards allow viewing the output in a decision-ready format.

MaxBupa, a leading health insurer uses an automated solution to process inbound documents for qualifying insurance agents into their distributed-sales network. 

Organizations can use some or all of these tools depending on how much they want to automate insurance agents onboarding. Custom workflow automation tools are available for enterprizes, and tailor-made considering the sophistication of the insurance industry.

For customized insurance agent onboarding software solutions, feel free to contact us at hello@mantralabsglobal.com

webinar: AI for data-driven Insurers

Join our Webinar — AI for Data-driven Insurers: Challenges, Opportunities & the Way Forward hosted by our CEO, Parag Sharma as he addresses Insurance business leaders and decision-makers on April 14, 2020.

Agents (humans) are important too

The traditional model of agent-to-customer communication is not dead. 57% of Indian customers still prefer buying insurance policies through agents. Many a time, agents are the touchpoint between customer portal (technology) and the customer. 

From an organization’s perspective, automated systems also ensure effective data management, which gives their agent easy access to customer information and company policies and documents; bridging the knowledge gap.

By automating about 30% of resource-intensive manual processes, insurance companies can cut about 40% operational cost.

Why to Automate Insurance Agents Onboarding?

Removing the unnecessary layers of complexity and automating processes can help insurance companies interact with more potential agents and set stricter selection criteria.

Successful onboarding can help establish a strong relationship between agents and insurance companies. According to research from Brandon Hall Group, organizations with an efficient onboarding process can improve new-hire retention by 82%. Also, finding the right person for your organization can improve the agents as well as overall enterprises’ productivity by 70%.

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Smart Manufacturing Dashboards: A Real-Time Guide for Data-Driven Ops

Smart Manufacturing starts with real-time visibility.

Manufacturing companies today generate data by the second through sensors, machines, ERP systems, and MES platforms. But without real-time insights, even the most advanced production lines are essentially flying blind.

Manufacturers are implementing real-time dashboards that serve as control towers for their daily operations, enabling them to shift from reactive to proactive decision-making. These tools are essential to the evolution of Smart Manufacturing, where connected systems, automation, and intelligent analytics come together to drive measurable impact.

Data is available, but what’s missing is timely action.

For many plant leaders and COOs, one challenge persists: operational data is dispersed throughout systems, delayed, or hidden in spreadsheets. And this delay turns into a liability.

Real-time dashboards help uncover critical answers:

  • What caused downtime during last night’s shift?
  • Was there a delay in maintenance response?
  • Did a specific inventory threshold trigger a quality issue?

By converting raw inputs into real-time manufacturing analytics, dashboards make operational intelligence accessible to operators, supervisors, and leadership alike, enabling teams to anticipate problems rather than react to them.

1. Why Static Reports Fall Short

  • Reports often arrive late—after downtime, delays, or defects have occurred.
  • Disconnected data across ERP, MES, and sensors limits cross-functional insights.
  • Static formats lack embedded logic for proactive decision support.

2. What Real-Time Dashboards Enable

Line performance and downtime trends
Track OEE in real time and identify underperforming lines.

Predictive maintenance alerts
Utilize historical and sensor data to identify potential part failures in advance.

Inventory heat maps & reorder thresholds
Anticipate stockouts or overstocks based on dynamic reorder points.

Quality metrics linked to operator actions
Isolate shifts or procedures correlated with spikes in defects or rework.

These insights allow production teams to drive day-to-day operations in line with Smart Manufacturing principles.

3. Dashboards That Drive Action

Role-based dashboards
Dashboards can be configured for machine operators, shift supervisors, and plant managers, each with a tailored view of KPIs.

Embedded alerts and nudges
Real-time prompts, like “Line 4 below efficiency threshold for 15+ minutes,” reduce response times and minimize disruptions.

Cross-functional drill-downs
Teams can identify root causes more quickly because users can move from plant-wide overviews to detailed machine-level data in seconds.

4. What Powers These Dashboards

Data lakehouse integration
Unified access to ERP, MES, IoT sensor, and QA systems—ensuring reliable and timely manufacturing analytics.

ETL pipelines
Real-time data ingestion from high-frequency sources with minimal latency.

Visualization tools
Custom builds using Power BI, or customized solutions designed for frontline usability and operational impact.

Smart Manufacturing in Action: Reducing Market Response Time from 48 Hours to 30 Minutes

Mantra Labs partnered with a North American die-casting manufacturer to unify its operational data into a real-time dashboard. Fragmented data, manual reporting, delayed pricing decisions, and inconsistent data quality hindered operational efficiency and strategic decision-making.

Tech Enablement:

  • Centralized Data Hub with real-time access to critical business insights.
  • Automated report generation with data ingestion and processing.
  • Accurate price modeling with real-time visibility into metal price trends, cost impacts, and customer-specific pricing scenarios. 
  • Proactive market analysis with intuitive Power BI dashboards and reports.

Business Outcomes:

  • Faster response to machine alerts
  • Quality incidents traced to specific operator workflows
  • 4X faster access to insights led to improved inventory optimization.

As this case shows, real-time dashboards are not just operational tools—they’re strategic enablers. 

(Learn More: Powering the Future of Metal Manufacturing with Data Engineering)

Key Takeaways: Smart Manufacturing Dashboards at a Glance

AspectWhat You Should Know
1. Why Static Reports Fall ShortDelayed insights after issues occur
Disconnected systems (ERP, MES, sensors)
No real-time alerts or embedded decision logic
2. What Real-Time Dashboards EnableTrack OEE and downtime in real-time
Predictive maintenance using sensor data
Dynamic inventory heat maps
Quality linked to operators
3. Dashboards That Drive ActionRole-based views (operator to CEO)
Embedded alerts like “Line 4 down for 15+ mins”
Drilldowns from plant-level to machine-level
4. What Powers These DashboardsUnified Data Lakehouse (ERP + IoT + MES)
Real-time ETL pipelines
Power BI or custom dashboards built for frontline usability

Conclusion

Smart Manufacturing dashboards aren’t just analytics tools—they’re productivity engines. Dashboards that deliver real-time insight empower frontline teams to make faster, better decisions—whether it’s adjusting production schedules, triggering preventive maintenance, or responding to inventory fluctuations.

Explore how Mantra Labs can help you unlock operations intelligence that’s actually usable.

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