Try : Insurtech, Application Development

AgriTech(1)

Augmented Reality(21)

Clean Tech(9)

Customer Journey(17)

Design(45)

Solar Industry(8)

User Experience(68)

Edtech(10)

Events(34)

HR Tech(3)

Interviews(10)

Life@mantra(11)

Logistics(6)

Manufacturing(3)

Strategy(18)

Testing(9)

Android(48)

Backend(32)

Dev Ops(11)

Enterprise Solution(33)

Technology Modernization(9)

Frontend(29)

iOS(43)

Javascript(15)

AI in Insurance(39)

Insurtech(67)

Product Innovation(59)

Solutions(22)

E-health(12)

HealthTech(24)

mHealth(5)

Telehealth Care(4)

Telemedicine(5)

Artificial Intelligence(153)

Bitcoin(8)

Blockchain(19)

Cognitive Computing(8)

Computer Vision(8)

Data Science(23)

FinTech(51)

Banking(7)

Intelligent Automation(27)

Machine Learning(48)

Natural Language Processing(14)

expand Menu Filters

Essential UX Practices for Ed-tech

The slingshot effect of COVID-19 on distance learning contributed to the ed-tech boom in 2020–2022. Keeping an optimal user experience became crucial for ed-tech rivals to obtain a maximum user base and supply high-quality learning solutions to learners. This was due to the huge volume of tech goods on websites and apps aiming to impart education. Due to the remarkable changes in career opportunities and the need for upskilling for them, the trend of remote education is still popular and in great demand. This trend is especially evident in upskilling and test preparation. And there is increased demand to maintain a good user experience with ed-tech products. Here are some essential UX practices for Ed-tech:

  1. Accessibility:
    It is crucial to make sure that all users, including those with disabilities, can access ed-tech platforms. This includes tools like text-to-speech choices, closed captioning, and screen readers. Additionally, a user-friendly interface should be included in the platform’s architecture. This makes it simple for users to explore and locate the data they require. One example below about accessibility:
Legends (for those without complete color blindness)
Legends Appearance (for those without color blindness) 
Legends (for those with complete color blindness)
Legends (for those with complete color blindness)

The above picture is an interface design for the nationally adopted format of the online examination. It has been designed to make the system accessible for people with color blindness (1 of every 12 people in the world is color blind). With the help of the legends, the students navigate questions with color and shape recognition. Observe the shape and color used for ‘answered’ and ‘not answered’ which are in green and red, respectively. If the shape had not been different, it would have been difficult for a student with color blindness to recognize which question is answered, which one is not, and which question is marked for review. Different shapes break the consistency in design elements as per some UI design rules, but this is necessary due to accessibility.

Legends with different shapes and colors
Legends with uniform shapes and different colors (visibility without and with colorblindness, respectively)
Legends with different shapes and colors
Legends with different shapes and different colors (visibility without and with colorblindness, respectively)
  1. Personalization:
    Our learning at school was organic and nurturing due to the personal connection each student had with the teachers. When we talk about education, there should be a personal connection between the students and the system to boost students’ learning. Platforms for ed-tech should be created to meet the behavior and demands of every student. This entails tailoring feedback, designing a learning path specifically for each student, and personalizing the educational experience. This strategy boosts student enthusiasm and engagement, which will result in better learning outcomes.
  1. Gamification:
    Gamification has been one of the most important and essential UX practices in ed-tech and education. By adding game-like components like incentives, points, and badges, gamification techniques can be utilized to improve the learning experience. Learning can become more enjoyable and interesting as a result, especially for younger children.
  1. Collaboration and feedback:
    Edtech platforms should make it easier for students and teachers to collaborate, as it is a crucial component of the learning process. Features like collaborative projects, discussion boards, and video conferencing fall under this category.
    Giving feedback on time is essential for the learning process. Platforms for education technology should provide feedback on students’ progress along with suggestions for what might be done better. Students who are driven and interested in their studies may benefit from this. While building an ed-tech platform, it’s crucial to build features for smooth collaboration among learners, educators, and administration. 
  1. Mobile optimization:
    Ed-tech platforms should be mobile-optimized given the rising use of mobile devices. This entails creating an interface that is appropriate for mobile use, providing mobile-specific functionality, and making sure the platform is usable on a range of devices.
    Note: Soon an upcoming blog will have a detailed view of “mobile optimization” in ed-tech. Keep reading Mantra Labs’ blog post.
  1. Data analytics:
    Data analytics systems for ed-tech platforms should be able to monitor student progress, pinpoint areas for development, and give teachers feedback. This can assist teachers in modifying their instruction to better meet the needs of each student.
  1. Continuous improvement:
    Last but not least, ed-tech platforms must be created with ongoing improvement in mind. This includes ongoing upgrades and enhancements based on user input and the most recent developments in ed-tech. Platforms should be built with scalability in mind so that they may change and evolve as requirements do. The Design Thinking process will help in creating such a system that will help students, teachers, and the company from all angles in this situation by making, remaking, and continuously refining the system.

Key takeaways:

  1. Prioritize accessibility and personalization to create a user-friendly learning experience for all students.
  2. Personalization in design creates strong and nurturing connections between the system and students.
  3. Incorporate gamification to increase student engagement and motivation.
  4. Provide collaboration and feedback features to improve engagement in the learning process.
  5. Optimize ed-tech platforms for mobile use to cater to the growing use of mobile devices.
  6. Utilize data analytics to track student progress and identify areas for improvement.
  7. Continuously improve ed-tech platforms based on user feedback and the latest industry trends.

About the Author:

Vijendra is currently working as a Sr. UX Designer at Mantra Labs. He is passionate about UX Research and Product Design.

Cancel

Knowledge thats worth delivered in your inbox

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.

Cancel

Knowledge thats worth delivered in your inbox

Loading More Posts ...
Go Top
ml floating chatbot