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

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%.

Sales Applications Are Disrupting More Than Just Sales

By : Divyanjali Gupta

Published on Jun 17, 2025

Healthcare Insurance Real Estate Retail Sales AGents Sales Applications Sales Apps

Sales success today isn’t about luck or lofty goals—it’s about having the right tools in your team’s hands, wherever they go. Following our earlier in-depth exploration of sales technology, we will now examine how cutting-edge sales apps are becoming the backbone of modern industries, transforming complex workflows into seamless, growth-driving machines.

From retail to healthcare, logistics to real estate, businesses are deploying sales applications to enhance operational transparency, cut redundant tasks, and build intelligent sales ecosystems. These tools are not only digitizing workflows—they’re driving growth, improving engagement, and redefining how field teams operate.

Lead Ecosystems: Unified visibility across channels

One app. Five workflows. Zero friction.

A leading insurance brand relaunched their app—a sleek, powerful sales companion that’s turning everyday agents into top performers.

No more paperwork. More time to sell.

Here’s what changed:

Every visit is tagged, tracked, and followed through. Renewals? Never missed. Leads? Fully visible.
Attendance and reimbursements went on autopilot. No more manual logs. No more chasing approvals.
New business and renewals are tracked in real time, with accurate forecasting that sales leaders can finally trust.
Dashboards are clean, configurable, and useful—insights that move the business, not just report on it.
Seamless Integrations. API connectivity with Darwin Box, IMD Master Data, and SSO authentication for a unified experience.

The result? A field team that moves faster, sells better, and works smarter.

Retail: Taking Orders from the Frontline—Smartly

Field sales agents in retail, especially FMCG, used to rely on gut instinct. Now, with intelligent sales applications:

AI recommends what to upsell or cross-sell based on previous order patterns
Real-time stock availability and credit status are visible in the app
Geo-fencing ensures optimized route planning
Built-in payment collection modules streamline transaction closure

Healthcare: Structuring Sales with Compliance and Precision

Healthcare leaders don’t need more reports—they need better visibility from the field. Whether it’s engaging hospital networks, onboarding clinics, or enabling diagnostics at the last mile, everything needs precision, compliance, and clarity.

Mantra Labs helped a leading healthcare enterprise design a sales app that integrates knowledge, compliance, performance, and recognition, turning frontline agents into informed, aligned, and empowered brand advocates.

Here’s what it delivers:

Role-based onboarding that keeps every level of the field force aligned and accountable
Escalation mechanisms are built into the system, driving transparency across commissions and performance reviews
A centralized Knowledge Hub featuring healthcare news, service updates, and training modules to keep reps well-informed
Recognition modules that celebrate milestones, boost morale, and reinforce a culture of excellence

Now, the field agents aren’t just connected—they’re aligned, upskilled, and accountable.

Real Estate: From Cold Calls to Smart Conversions

For real estate agents, timing and personalization are everything. Sales applications are evolving to include:

Virtual site tour integration for remote buyers
Mortgage and EMI calculators to increase buyer confidence
WhatsApp-based lead capture and nurture sequences
CRM integration for inventory updates and automatic scheduling

Logistics: From Chaos to Control in Field Coordination

Field agents in logistics are switching from clipboards to real-time command centers on mobile. Modern sales applications offer:

Live delivery status and route deviation alerts
Automated dispute reporting and issue resolution tracking
Fleet coordination through integrated GPS modules
Customer feedback capture and SLA dashboards

What’s new & what’s next in Sales Applications?

Here’s what’s pushing the next wave of innovation:

Voice-to-Text Logging: Agents dictate notes while on the move.
AI-Powered Nudges: Apps that suggest next-best actions based on behavior.
Omnichannel Communication: In-app chat, WhatsApp, email—unified.
Role-Based Dashboards: Different data views for admins, managers, and field reps.

What does this mean for Business Leaders?

Sales Applications are not just tactical tools. They’re platforms for transformation. With the right design, integrations, and analytics, they:

Replace guesswork with intelligence
Reduce the cost of delay and manual labor
Improve agent accountability and transparency
Speed up decision-making across hierarchies

The future of field sales lies in intuitive, AI-driven applications that adapt to every industry’s nuances. At Mantra Labs, we work closely with enterprises to custom-build sales applications that align with business objectives and ground-level realities.

Conclusion:

If your agents still rely on Excel trackers and daily call reports, it’s time to reimagine your sales operations. Let us help you bring your field operations into the future—with tools that are fast, field-tested, and built for scale.

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Why automate insurance agent onboarding?