Insurance chatbots are the new buzzword ruling the insurance companies currently. The primary objective of a chatbot is to provide a faster and an efficient system for communication with the customers and streamline the tedious insurance tasks. The insurance sector is playing hard to automate their on-boarding, sales and training processes and make it available for the hand-held devices. But, the significant issues still lies with the sales force management where customers are a lot more aware, and the insurance products are more sophisticated and specific. A chatbot is the real game changer when it comes to salesforce management and revolutionizing the Insurance processes.

Here is a list of a few examples of how IT is transforming the insurance:

1. Virtual customer representative:

The typical scenario of the manual customer care system goes like putting the customer on hold with a constant background reminder that you need to wait for a few more minutes as our customer representative is on another call. It has always been a turn off for a customer because it is annoying, time-consuming and lacks efficiency. Insurance chatbots are here to put an end to these tiresome phone calls. Chatbot act as a virtual customer representative who is available at all the times. With the help of natural processing and artificial intelligence, they process the customer’s queries in just a few seconds with a personalized response. The total number of queries that can be handled by insurance chatbots is incomparable to the real customer care support.

2. Saving costs:

Business insider has predicted that implementation of insurance chatbots can save up to $12bn of labor costs. Insurance firms often invest a massive amount of money in recruiting, training and mentoring a workforce to make it eligible for the insurance processes. Leveraging the benefits of AI, and natural language processing and developing the agent, and customer chatbots can help to save substantially on these costs.

3. Better understanding with the customers:

When it comes to insurance then it is the most intimidating sector for the customers. 72% of the people are of the belief that they are not able to decipher the Insurance jargons used by insurance companies. It doesn’t give them a clear picture of what they are getting into when buying an insurance plan which makes them quite skeptical about investing in insurance. Chatbot is a great way to provide the straightforward answers to the customers and make them understand better.

4. Cut-down redundant processes:

The excessive paperwork involved with insurance lifecycle needs a dedicated workforce to manage it. Not just insurance agents but even the customers dread it. Chatbots together with AI make these processes much faster and easy that saves a lot of time. Though this is still in the nascent stages of development, it will be one of the key advantages of insurance chatbots in the future.

5. Providing customized solutions:

Customers can get solutions tailored to their needs instantly through chatbot. They will need to provide information like their salary, savings, what are they looking for in the insurance plan, duration and an automated insurance solution based on those inputs is presented to them. Apart from that they can also set renewable insurance dates, access their documents online, set reminder with the help of Insurtech Chatbot implementation.

Though there has been a surge in the use of Chatbots for insurance, still it has a long way to go. InsureTech responsible for implementation of IT in insurance companies needs to come up with more effective solutions to make the customer engagement a lot more pleasant and user-friendly.

Start your chatbot journey with Mantra Labs today. Know more https://www.mantralabsglobal.com/

References:

https://www.streebo.com/blog/how-ai-powered-chatbots-changing-insurance-sector/

https://venturebeat.com/2018/06/19/why-insurance-companies-are-betting-big-on-ai-powered-chatbots/

https://www.streebo.com/blog/chatbot-insurance-industry-chatting-betting-high-on-smart-bots/

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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