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UX Mantra I received from Mantra Labs

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4 minutes read

My learnings and experiences as a UI/UX intern at Mantra Labs.

UX Mantra I received from Mantra Labs

“Design creates culture. Culture shapes values. Values determine the future.” — Robert L. Peters, designer and author

In this blog, I will share my learnings and experiences working alongside the design team at Mantra Labs.

The past three months working at Mantra Labs as UI/UX intern have been one of the most memorable times of my life, from meeting some amazing folks to learning some super cool tips and tricks. It was undoubtedly an amazing experience. Most people believe that interns only work on dummy tasks and never make any impact on the company despite their hard work. At Mantra Labs, this aspect is absolutely untrue. In a very short interval of time, I worked on multiple projects from different domains. As an intern, I was given the opportunity to lead a project’s UI/UX design from start to launch. I had to take all the design decisions, interact with stakeholders, collaborate with developers, and manage even the simplest of tasks involved.

Here are some of the key learnings from my experience at the company:

1. Ask Questions

The best way to accomplish something is to ask lots of questions to be sure what exactly needs to be accomplished. To be honest, in the beginning, I didn’t know the exact way to do lots of things. But, as an overthinker, I was always concerned about not being annoying. My manager and colleagues showed humility and taught me every little thing with utter patience. There were times when my manager got into some other work which left no time for him to answer my questions. Even then, I had my lovely teammates who stood there to guide me. I learned the most from my internship by asking questions and clarifying all my doubts.

2. Keep an open mind and apply a positive approach.

UI/UX Designing is incomplete without solving problems. The client’s requirements must be met by all means while keeping accessibility, conversational and humanized approach, and all the other things in mind. Therefore, for such a task, the ability to hear all the reviews and perspectives with an open mind and apply a positive approach to it is the only key.

Working with different design minds at Mantra Labs made me understand that not everyone is going to agree with your designs and ideas — even people in your own team! One has to keep iterating, once, twice, and sometimes even ten times. No matter how many changes happen, they should not be taken personally because a majority of the time the changes are only going to improve the product in the end.

3. Stop over-evaluating!

I have always been someone who at every step has over-evaluated myself. Thriving to achieve the best of me has been overwhelming all my life. Here, at Mantra Labs, I learned how to trust my instincts as far as designing was concerned. I was corrected wherever I made wrong decisions. It all made sense when I saw the outcome. It was during my internship that I learned how important it is to always check all decisions, but never question yourself to the point where you lose interest in your own judgment.

4. Try something new, and explore different domains.

Ever since I started my career, I was mainly working with Ed-tech companies but at Mantra Labs, I got the opportunity to work in multiple domains like Health Tech, and Solar Tech in a very short duration of time. Obviously, these fields were quite different as these domains were very new to me but as a UI/UX Designer, you’ll have to be ready to solve any problems irrespective of any domain.

5. Show gratitude

An entire team is involved to complete a project. You win only when everyone in the team applies equal effort to make it happen (it’s the teamwork that counts). The work culture in Mantra Labs is great, from cool colleagues to a cooler manager. All of them work and coordinate with each other in a way that ultimately leads to the completion of the project to the satisfaction of the client. Having such people around me at work was no less than a blessing during my internship.

Better Communication skills

Communication requires a language common to the speaker and the listener. Fortunately or unfortunately that language is English. Honestly, this language has not been a very good friend of mine. I was quite good with one-on-one conversations but public speaking had mostly been a blunder. During the course of my internship, I led some client meetings and also demonstrated my work to a group of people. Talking to clients and my teammates have helped me brush my communication skills and instilled in me a sense of confidence.

Any sort of work can become boring if one stops taking fun-filled breaks from it. UI/UX Designing is a creative field and creativity comes only with the freshness of mind. I am someone who is a workaholic, I skip my meals and sleep until the work assigned to me is completed. There were instances during my internship when I would get so involved in the project that I used to forget to get myself engaged with my fellow teammates and colleagues. At Mantra Labs, the environment was so cool and friendly that we played numerous games (treasure hunt being at the top of my list) between work. We even celebrated each other’s birthdays and partied after the office. All these were a sort of my recreation to get back to work the next day with the same zeal and zest.

Before wrapping this up, let me tell you something very important:-

Design overthinking is now extremely common among designers. A deep design thinking approach is not always necessary when solving problems, the solution to some issues can be as simple as drawing rectangles.

Draw rectangles, Don’t overthink 🚀

About the author:  

Shashi Kumar is a pre-final year journalism student at Chandigarh University, who worked with Mantra Labs as a UI/UX design intern. He loves to talk about geopolitics and entrepreneurship.

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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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