What is it that comes to your mind when you think of a “Chatbot”? For me, it always reminds me of Siri, Alexa who can chat with us just like real humans. So, a chatbot is an automated system that is designed to interact with humans to the extent that they do not even realize that they are talking to a computer program. Most of the industry verticals have adopted chatbots for automating their processes and Insurance sector is one of them.

The insurance sector has always been a laggard when it comes to adapting to new technologies, but AI backed technology and RPA for insurance is nothing less than a boon for this sector. Insurance industry primarily revolves around in-depth analysis and information processing which makes it ripe for AI intervention.

The rise of the Automated Insurance Agent and RPA:

Is chatbot a winner for the insurance sector or it is still struggling to find its place? As per the TCS survey report, the Insurance sector has invested an average of $124million on AI and related processes, and this value is projected to rise exponentially as more investment on diverse applications is on the immediate horizon. The automation of several processes like broking, low-level claims processing, standardized underwriting is already implemented, and more automation is expected to follow.

RPA for insurance has also helped to mechanize the repetitive tasks that once needed a dedicated workforce.

A change in the customer’s perspective:

Another factor that is playing a catalyst in pushing Insurance companies to digitize their operations is the customer. Customers are not shying away from the automated insurance agents rather they are embracing it full-heartedly. With the advent of extreme digitalization verbal communication has been replaced by written communication and people are accustomed to typing and texting. 77% of insurance customers are entirely okay with chatbots if it means alleviating the wait times that they often face with real-time customer representatives. Also, one out of every four insurance customers is comfortable with interacting with a chatbot which further implicates that automated insurance agents do not have a grim future and they are here to stay.

Machine learning applications for data:

The next step in the insurance industry involves leveraging the benefits of AI to analyze and collate the available data from various channels like the social media, emails, and online postings and provide customers with more specific and sophisticated insurance products. Such systems can help insurance companies to grow, improve sales, reduce costs and make well-informed decisions. It also helps to improve customer experience as they no more have to wait for getting their queries processed or obtaining information about their claims.

Implementing machine learning tools for making accurate predictions based on available data patterns is also a crucial part of the insurance industry. For instance, if one has available data for online insurance purchases, then it can help to narrow down the customer preferences based on the demographics which in return help with more lead conversion. The claims department can also analyze the data patterns for inconsistency and detect any fraudulent activities.

Jobs Creation:

The rise in the automated insurance agent may replace the conventional agent workforce, but there is a growing possibility of new job positions. As more and more companies will start deploying new technologies for their operations the need of digital analysts, online marketers and developers will subsequently rise. The companies will need technically proficient individuals with knowledge in machine learning, analytics and automation programs to manage their web-based sales.

Insurance companies are already feeling the pressure and the importance of automation. The rapid technological advancement and a paradigm shift in the consumer’s buying behaviour are requiring companies to adopt new technologies. Tech pundits have predicted that there is a wealth of information to explore when it comes to Artificial Intelligence for Insurance.

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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