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From Ghosting Leads to Closing Deals: The Tech Revolution in Sales Agent Apps

Let’s face it—we’re no Mark Zuckerberg. Not everyone can build a multi-billion-dollar empire from a college dorm room. But with the right tools, we can get pretty close. You need smart tech that can automate the grind, predict client needs, and make every interaction count. That’s where Sales Agent Apps come in, combining human skills with cutting-edge technology to build empires. Let’s break down what a Sales Agent App does and, more importantly, how it has become a game-changer in the insurance sector.

The Unseen Struggles of Sales Agents


Being a sales agent in the insurance sector is no easy feat. Between endless calls, managing client interactions, and being overwhelmed by data, the daily grind can feel overwhelming. Here’s what they face:

The Click-and-Dial Grind

Insurance agents often spend hours manually dialing leads. With only 100-200 calls a day, many leads remain untouched, leaving missed opportunities.

Conversations Everywhere, Chaos Everywhere
Juggling client chats across multiple channels like WhatsApp calls and email without a Sales Agent App leads to inefficiencies, especially during high-pressure campaigns

The Never-Ending Data Deluge
Agents are buried in data tracking leads, archiving old ones, and managing reports, making it hard to prioritize and find actionable insights amid the paperwork.

Missed Leads from Lack of Integration
With third-party chat tools that don’t sync well with platforms like WhatsApp, leads slip through the cracks, lowering agent productivity and follow-ups.

The Game-Changing Solutions: Where Tech Steps In

Now, let’s look at how these hurdles were tackled and how the solutions brought real, measurable improvements:

1. Auto Dialler: Boosting Call Efficiency
Instead of manually clicking through leads,  agents now have an automated system that dials out for them. The result? A dramatic increase in daily call volume—jumping from 100-200 calls per day to 300-400. That’s double the outreach, enabling agents to connect with more clients in less time and boosting their productivity.

2. WhatsApp Console: Streamlining Conversations
The introduction of the WhatsApp Console transformed the way agents manage customer interactions. Multiple projects, multiple agents, one platform—making it possible to handle client chats seamlessly. With dynamic templating and automated responses, agents can respond faster and more accurately during high-pressure campaigns. No more chat chaos, only smooth communication. 

3. Simplified Data Handling: Reports Made Easy
With a range of enhancements such as lead archiving, common pool reevaluation, and a new sales report module, agents can now easily manage data without feeling overwhelmed. The sales report module provides valuable insights post-sale, helping agents validate leads faster. Tracking leads has become more efficient, freeing up agents to focus on conversions rather than paperwork. In fact, insurance firms with well-crafted onboarding saw a 50% higher retention. Insurance Agents reported 35% less paperwork due to automation, freeing up more time for client interactions.

4. Integrated Chat Tool: Doubling Lead Count
When a custom chat tool with WhatsApp integration was introduced, it was a game-changer. According to a recent study, 74% of insurance customers appreciate receiving AI-generated tips when choosing insurance policies. With the help of AI custom chat tools, Agents went from managing 40-60 leads per day to handling 90-120 leads, which is an increase of 35-40%. Now, they can manage WhatsApp and agent chats all in one place, eliminating the need for multiple platforms and maximizing their lead engagement potential.

5. User Experience & Intuitive Design: Making It Easy for Agents on the Go

Insurance sales agents are often out in the field, meeting clients face-to-face, which makes mobile-optimized, intuitive interfaces crucial for Sales Agent Apps. A good app isn’t just functional—it’s designed for seamless use, even for agents who aren’t particularly tech-savvy.

65% of insurance agents say that mobile access to sales tools significantly increases their productivity, Moreover, 85% of insurers are deploying CX initiatives throughout the customer journey, emphasizing the industry’s shift towards enhancing the customer experience through technology.

Conclusion:

Sales Agent Apps aren’t just tools—they’re powerful catalysts transforming how insurance agents navigate their daily challenges. From boosting call efficiency with auto-dialers to doubling lead engagement through integrated chat tools, the blend of automation and smart technology is revolutionizing the insurance industry, ensuring that every lead, every call, and every chat counts toward growth and provides a better customer experience

For those looking to stay ahead, the future of sales lies in harnessing the right technology to enhance human potential. It’s no longer just about working harder; it’s about working smarter, and Sales Agent Apps are leading the charge. At Mantra Labs, we’ve made all of this possible, offering our clients cutting-edge technology and CX consulting to help them thrive in this ever-evolving landscape.

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NPS in Insurance Claims: What Insurance Leaders Are Doing Differently

Claims are the moment of truth. Are you turning them into moments of loyalty?

In insurance, your app interface might win you downloads. Your pricing might drive conversions.
But it’s the claims experience that decides whether a customer stays—or leaves for good.

According to a survey by NPS Prism, promoters are 2.3 times more likely to renew their insurance policies than passives or detractors—highlighting the strong link between customer advocacy and retention.

NPS in insurance industry is a strong predictor of customer retention. Many insurers are now prioritizing NPS to improve their claims experience.

So, what are today’s high-NPS insurers doing differently? Spoiler: it’s not just about faster payouts.

We’ve worked with claims teams that had best-in-class automation—but still had low NPS. Why? Because the process felt like a black box.
Customers didn’t know where their claim stood. They weren’t sure what to do next. And when money was at stake, silence created anxiety and dissatisfaction.

Great customer experience (CX) in claims isn’t just about speed—it’s about giving customers a sense of control through clear communication and clarity.

The Traditional Claims Journey

  • Forms → Uploads → Phone calls → Waiting
  • No real-time updates
  • No guidance after claim initiation
  • Paper documents and email ping-pong

The result? Frustrated customers and overwhelmed call centers.

The CX Gap: It’s Not Just Speed—It’s Transparency

Customers don’t always expect instant decisions. What they want:

  • To know what’s happening with their claim
  • To understand what’s expected of them
  • To feel heard and supported during the process

How NPS Leaders Are Winning Loyalty with CX-Driven Claims and High NPS

Image Source: NPS Prism

1. Real-Time Status Updates

Transparency to the customer via mobile app, email, or WhatsApp—keeping them in the loop with clear milestones. 

2. Proactive Nudges

Auto-reminders, such as “upload your medical bill” or “submit police report,” help close matters much faster and avoid back-and-forth.

3. AI-Powered Document Uploads

Single-click scans with OCR + AI pull data instantly—no typing, no errors.

4. In-the-Moment Feedback Loops

Simple post-resolution surveys collect sentiment and alert on issues in real time.

For e.g., Lemonade uses emotional AI to detect customer sentiment during the claims process, enabling empathetic responses that boost satisfaction and trust.

Smart Nudges from Real-Time Journey Tracking

For a leading insurance firm, we mapped the entire in-app user journey—from buying or renewing a policy to initiating a claim or checking discounts. This helped identify exactly where users dropped off. Based on real-time activity, we triggered personalized notifications and offers—driving better engagement and claim completion rates.

Tech Enablement

  • Claims Orchestration Layer: Incorporates legacy systems, third-party tools, and front-end apps for a unified experience.
  • AI & ML Models: For document validation, fraud detection, and claim routing, sentiment analysis is used. Businesses utilizing emotional AI report a 25% increase in customer satisfaction and a 30% decrease in complaints, resulting in more personalized and empathetic interactions.
  • Self-Service Portals: Customers can check their status, update documents, and track payouts—all without making a phone call.

Business Impact

What do insurers gain from investing in CX?

A faster claim is good. But a fair, clear, and human one wins loyalty.

And companies that consistently track and act on CX metrics are better positioned to retain customers and build long-term loyalty.

At Mantra Labs, we help insurers build end-to-end, tech-enabled claims journeys that delight customers and drive operational efficiency.
From intelligent document processing to AI-led nudges, we design for empathy at scale.

Want a faster and more transparent claims experience?

Let’s design it together.
Talk to our insurance transformation team today.

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