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There is no ‘good’ or ‘bad’ in design. But, there are right choices that you can make to strike the right balance. The right choices always revolve around the balancing of elements and how to go about incorporating them into your design. Design is largely intrinsic, something that depends on how you look at it.Utilizing strong design principles will go a long way in transforming your UX desgin for your users.

 

But, how do I improve it?

The vital ingredient of any design is a discernable pattern. Patterns are universally observed, and by incorporating the right examples in your designs, it can evoke a desired reaction or response to a specific interaction. So the challenge is to decide – how do you want the user to perceive the design while simultaneously solving the usability problem.

Let’s look at some simple steps.


Hierarchy
This is level zero. By setting visual hierarchy, you are communicating to the end-user where to look first. The entire sequence, along the visual journey, has to be laid out first. For example: making an element bigger to draw the attention and set a focal point for the user. Hierarchy can also be set by using white space or bright colours to highlight crucial parts of your interface.

In Fig A, the design has all the information laid out for the user, but it’s set in no particular hierarchy, meaning there is no indication of what is important and what is less important, so a user can feel lost in the visual journey of what message the design actually intended to say.

      

Fig A                                                                                                                          Fig B

In Fig B, by using intentional white space, we bring the most important message to the fore – so what a user sees first is that the game night is between who, where and when, and everything else is kept secondary to it.

Keeping things simple and consistent
By keeping the elements in your design minimal, placing them in your layout will be easier to manage – making it easy for users to navigate through your design. Too many elements in one design can be off-putting and confusing to look at. Consistent use of elements is a better approach, that usually sets the users mind at peace – like the style of a button or the placement of a close button. In this way you are guiding the users on what to see first and where to click next. Interaction consistency is also as important as visual consistency. Always try to minimize the number of ‘clicks’ in your design – no one likes to engage in redundant clicks to get quick information.

In the examples below, the design on the right can be improved by simply reducing the number of clicks from 10 clicks to 5, by reducing redundancies in the information design.

Reducing redundancies in the information design.

 

Mind the space
Spacing is vital for great composition. Using whitespace and negative space correctly, plays a crucial role in your design. It is just like your living room, when you decide what to keep in a particular area and where to leave space – the same applies to your design also. For example, when there is only a line or two of text, try to put the text in the one-third

of your art-board either from top or bottom. If however, there is more text to work with try to group them and set the hierarchy by increasing or decreasing spacing between each group. By incorporating enough white space in your design, there will be sufficient breathing area for users to relax their eyes into.

White space is not just empty space. It’s about creating enough room for your text and design elements to co-exist.

 

Typography
Sensible use of typography can really enhance your design. Selecting the right typography involves certain decisions that include a choice of font family, weight & size, leading, tracking, kerning and scale. Avoid using too many fonts from different font families. Instead, use one or two font family and play around with font weight and size to find what works best for your design. Also remember, If no one can read the text on your design, it defeats the purpose of putting all that effort into your designs. Lastly, avoid using font colour which may clash with your background colour For example, ‘Red’ text on an Orange background, is an extreme choice.

 

Contrast
Emphasizing certain elements of your design is both visually appealing and functional. Finding the right color mix for temperature, saturation, hue, and intensity can help you set hierarchy for the elements you want to bring out in your design. However, contrast isn’t just a colour thing. It also involves shapes, edges, textures, scaling, and size. Albeit, like with almost any other design concept, it can be overdone. You should make sure that the contrast in your design isn’t so dramatic that it’s jarring unless that’s your specific intent.

 

Not a good way to use contrast

 

A more balanced contrast

 

Balance the Elements
This is where you draw the line between your design and your users. A design is not useful if it doesn’t solve a problem. Likewise, it is also not so useful if the user didn’t get the message right. Information is important to get across – it should have a higher priority in your design approach and draw the user’s attention first.

In the images below, the content is the same but what makes the right image better is the complete balancing of all the elements, relaxing the design using appropriate spacing and placement without overwhelming the user with all that textual information.

Making the right design choices for enhancing a user’s experience is all about creating a seamless link between the user and the applications they use. Every designer has their own style and while these design principles are important to consider – it’s more important to stay original and keep practicing.

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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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