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Conversational Chatbots for SMEs to continue business from home

3 minutes, 59 seconds read

SMEs are acclaimed to be the backbone of the Indian economy. They are crucial to achieving the nation’s dream of a $5 trillion economy by 2025. But, the sudden outbreak of Covid-19 and the prolonged lockdown has brought about a very distressing time for small and medium enterprises in India and across the world.

On May 14th, 2020, the Government of India announced a Rs 20 lakh crore stimulus package, which includes 6 relief measures to bring India’s vast MSME sector back to life. Banks and NBFCs are also willing to offer up to 20% of the entire outstanding credit to MSMEs. However, the root cause of disruption in small & medium enterprises, which relies heavily on personal communication will remain unresolved unless the sector readily opts technology to drive their business amidst social distancing and staggered workforce. 

The economic stimulus will help many SMEs resume operations by providing access to credit to help overcome near term loss of income. This will help businesses..to also grow and maintain business continuity. The long term focus on enabling SMEs with technology also provides a great opportunity for our business.”

Saahil Goel, CEO and co-founder Shiprocket

Here’s how simple technology solutions like conversational chatbots can help SMEs to continue their businesses remotely.

The need of time

While running a small business can be challenging even in favourable times, productivity suffers a lot when such an unanticipated time stacks against the business. Because of the small size of the business, lack of resources and restraints on investing in workforce training are the biggest challenges with employers.

Moreover, most MSMEs rely on persuasion, for which communication is the key. The communication gap may lead to losing customers, which businesses certainly cannot afford at this time. In lines with the Government of India’s move towards self-reliance (Atma-nirbhar Bharat), reducing dependencies of any form can help startups and SMEs sustain their business.

A feasible solution to resolve communication-related concerns is deploying technologies for customer support, scheduling and reminders. 

How can conversational chatbots help SMEs and consultants

Chatbots are a great medium to automate customer support and helpdesk conversations and release human resources for sophisticated tasks. Conversational chatbots have NLP (Natural Language Processing) capabilities that understand different forms of queries and deliver more human-like responses.

In this pandemic time, where social distancing will be the new normal and business travels will suffer a setback, chatbots can make contactless, global customer support a new reality. Key benefits:

  1. 24X7 communication support: with context-based automated replies, chatbots help in lead generation and nurturing.
  2. Multiple language support: conversational chatbots support regional languages and many chatbots are trained for industry-specific jargon. This makes communication more realistic (human-like).
  3. Platform integration: it is possible to integrate chatbots on WhatsApp, Facebook messenger, skype, and many other platforms where the consumers are most active. Enterprise chatbots also have the facility to integrate with CRMs.
  4. Video conferencing: some chatbots like Hitee have video conferencing features along with chats to enable face to face and more personalized interaction.
  5. Data collection: the chatbot platform maintains data records which can be utilized in the future for analyzing consumer intent and preferences.

SMEs that benefit the most by chatbots

1. Private clinics

Juniper research suggests that worldwide, the adoption of virtual assistants in healthcare will reach $3.6 billion by 2020.

Private medical practitioners can use chatbots to schedule appointments, share diagnosis results, video chat (telehealth) to understand the condition and provide instant support and prescribe medicines.

2. Legal consultation services

Clio reports that law practitioners spend only 2.3 hours of 8 working hours in actual practice every day. Their rest of the time is consumed in administration, marketing and business development activities. 

work distribution of legal professionals

Law practitioners are already using chatbots to generate legal documents (e.g. AILira), privacy policy or a non-disclosure agreement (e.g. Lexi) and support customers with legal FAQs (e.g. Lawdroid).

Chatbots can also help the legal consultants to automate due diligence procedures, schedule meetings with clients, setting reminders, and answering firm related questions.

3. Career consultation & educational institutes

Chatbots can act as virtual teaching assistants for managing student queries, lesson plans, assignments and video FAQs.

Education institutes can also automate helpdesk queries related to admissions, fees, and curriculums.

4. Insurance companies

Amid this pandemic, health insurance and claims-related queries have skyrocketed. From making claims to browsing new plans, increasing one-on-one conversational efficiency and nurture leads into sales, chatbots can help insurance companies with customer query support.

Also read: Adoption of Chatbots across Insurance

AI Chatbot in Insurance Report

AI in Insurance will value at $36B by 2026. Chatbots will occupy 40% of overall deployment, predominantly within customer service roles.
DOWNLOAD REPORT

5. Stock brokers & wealth managers

Stockbrokers can personalize the interaction and resolve queries irrespective of the client’s location. Wealth managers can continue their lending business from home using chatbots. Bots with video conferencing tools can help them understand the clients’ sentiments and improve conversation efficiency. 

If you need customer support automation solutions, we’re here to help. We’ve made India’s leading industry-specific chatbot — Hitee to empower SMEs with AI-based chatbot solutions. For your specific requirements, please feel free to write 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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