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GullySales

Finance and insurance advisers · Digital marketing

The book you already hold is cheaper than any enquiry you buy.

Digital marketing for an adviser is the plan balancing new enquiries against the renewals and cross-sell already sitting in your book. GullySales builds that plan around your renewal calendar and the tax-saving quarter, puts a compliance check before anything published, and reports by product line.

Book a free auditWhatsApp usor call +91 80958 58589
A steam traction engine belted across a stackyard to a wooden threshing machine: the long flat belt taut between the flywheel and the drive pulley, the flywheel spinning, a straw elevator raking up off the far end, a full sack hanging on the sack spout, a corn stack half taken down behind and a water cart standing by

What digital marketing means

Digital marketing is the combined work of search, social media, advertising and website channels running together rather than as separate projects with separate people. GullySales runs these as one connected system so a change in one channel, such as a new offer, is reflected everywhere at once.

Also for finance and insurance advisers

Sales and marketing for finance and insurance advisers, the overview.

For finance and insurance advisers

Where it usually goes wrong, and what we would do.

  • “A renewal costs nothing in media and pays the same”

    Every policy in your book has a date on it, and the agent who calls first keeps the customer. No campaign is cheaper.

  • “The year has two peaks and you know both”

    January to March for tax-saving cover and investment, and the festival months for vehicle finance. A flat spend across twelve months wastes most of it.

  • “The plan has to fit what your principal permits”

    Every channel carries the same limits on what may be claimed about a product, so the rules come first and the campaign second.

What we do

What we deliver for finance and insurance advisers.

Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.

  1. A plan built on the renewal calendar

    The months mapped from your own book, with the tax-saving quarter and the festival vehicle season marked, deciding what runs when.

    Result: Effort lands while customers are deciding.

  2. A compliance step before anything is published

    Adverts, pages, posts and messages checked against what the regulator and your principal allow about that product, with the clearance recorded.

    Result: Nothing public is left to somebody's judgement.

  3. One record for enquiries, quotes and due dates

    A single place holding every enquiry, the quote given and the due date on every policy, replacing the diary and the loose notes.

    Result: Nothing depends on remembering a date.

  4. Media spend put behind one product at a time

    Search and adverts aimed at a single product line for a season, rather than spread thinly over everything you are appointed for.

    Result: A push is big enough to show a result.

  5. A referral ask timed to the right moment

    A prepared request going out when a claim settles or a loan disburses, instead of months later when the feeling has passed.

    Result: Referrals stop being accidental.

  6. Monthly reporting by product line

    Enquiries, conversions, renewals and referrals split by loan and policy type, set against the baseline taken in the free audit.

    Result: You can see which line the spend feeds.

How the result is measured

  • Enquiries across channels
  • Cost per enquiry overall
  • Channel mix by contribution

Recorded as a baseline before work starts, then reported every month against it.

Read the full integrated marketing campaigns page

Who it is for

This is written for these finance and insurance advisers.

  • Loan DSAs and connectors
  • Health and life insurance advisers
  • General insurance agents
  • NBFC and co-operative bank branches
  • Mutual fund and investment distributors
  • Chit fund companies
  • Insurance broking firms
  • Business loan and loan against property specialists

Not for

It is not the right fit if.

  • You want a guaranteed Google ranking or a guaranteed number of leads. Nobody honest can promise either.
  • You need enquiries by next week and have nobody to answer them.
  • You want posts and reach reported, not enquiries and orders.

How it works

From your first message to the first monthly report.

No open-ended retainer. Each step has a point in time and something you receive.

  1. 01 · Day 1

    Free audit call

    45 minutes with whoever handles your enquiries: how they arrive, how fast they are answered, where they are lost.

  2. 02 · Within a few working days

    Written, scored report

    Six areas scored, fixes ranked by return and cost. If you want our help, the scope and fee come with it, in writing.

  3. 03 · Before work starts

    Baseline recorded

    Enquiries by source, reply time, conversion and cost per order, written down so every later month has an honest comparison.

  4. 04 · Month 1

    The first fix goes live

    Usually the cheapest one on the report: reply time, a follow-up sequence or the marketing-to-sales handover.

  5. 05 · Every month

    Report against the baseline

    What moved, what did not, and what changes next, in plain words.

  6. 06 · Month 3 to 6

    Renew on the numbers

    The term ends and you decide whether to continue from the results. No twelve-month lock.

How the work runs for finance and insurance advisers

  1. 1

    Assess

    We look at how fast you reply to a loan or premium enquiry, where renewal dates are tracked, and which product line last month's enquiries actually came from.

  2. 2

    Fix the reply and the record

    A missed-call and WhatsApp routine for enquiries, and one place where every enquiry, quote and renewal date is recorded.

  3. 3

    Build product pages

    A page for each product you want more of, for example business loans or family health insurance, answering the questions a customer actually asks in plain language.

  4. 4

    Bring the enquiries in

    Search visibility for the product searches already happening, Google Ads for the product you want filled this month, and referral asks to existing customers at renewal.

  5. 5

    Keep the book

    Renewal reminders thirty days out, a cross-sell prompt when a customer's situation changes, and a referral ask after a claim is settled well.

Proof

What happened when owners fixed this.

Real clients, the work we did, and the result as it was recorded. Where no number was recorded, none is claimed.

All case studies

  • Chord Road Hospital

    Situation
    Patients who knew the hospital trusted it. Patients who searched for a department or a treatment in the area did not find it.
    What we did
    • Website rebuilt around patient needs
    • Search visibility
    • Social media on a schedule
    • Review management
    Result
    • Organic traffic increased 60% within six months
    • Online appointment bookings increased 40%
    • Social following grew 45%, and engagement on it rose 70%
    Read the case study

  • Hotel Felicity Inn

    Situation
    A traveller compares three hotels on a phone and books one. The website was not built for that.
    What we did
    • The site rebuilt around booking
    • Photography and one look
    • Search work for destination searches
    • Content a traveller reads
    Result
    • Online bookings increased 35%
    • Organic traffic increased 50% within six months
    • Positive reviews on Google and TripAdvisor increased 30%
    Read the case study

Also worked with

Curtain Label · Difesa Security Services · Hands On CSR · Implevista · Kambar Group · Kalessi · Kerur Pain Clinic · LL Trust · Lucky Deals · Natural Gases · NavaShakthi Souhardha · NewCom Logistics · Proton Technical Services · SB Engineering · Shakthi Foundation · Shakthi Group · Urbanest · Insyde Studio · Venkateshwara Laser Tech · Vivara Studios

Why us

Why owners pick GullySales over an agency.

  • Marketing and sales, as one job

    Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.

  • The person on the first call does the work

    No account managers in between. You are never handed to someone you have not met.

  • A baseline before anything starts

    Your numbers are written down on day one, so every monthly report compares against something honest.

  • The fee in writing, split three ways

    Our time, your media spend and production on separate lines. You always see what goes to us.

  • No lock-in, no guarantees we cannot keep

    Three to six months at a time. We never promise a ranking or a lead count, because nobody controls those.

  • One office, and we say so

    Nagarbhavi, Bengaluru. We work across India by call and WhatsApp and travel when a session needs to be in person.

#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.

The offer

Start with a free audit of how you sell.

It is useful on its own, whether or not you hire us.

What you receive

  • A 45-minute call with the person who will do the work
  • A written, scored report on the six places orders leak, within a few working days
  • Every fix ranked by what it returns and what it costs
  • The one thing to do first, and why
  • An honest line on whether you need outside help at all
  • If you do, the scope and the fee in writing

No invoice. No obligation. No sales script.

WhatsApp usor call +91 80958 58589

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We use your details only to reply to this enquiry. See the privacy policy.

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Book the free audit
Where should a single adviser start?
With the renewal dates and the reply routine, because neither costs anything in media and both stop losses you already have. Search and advertising come after, and only for the one product you want more of.
How is the fee worked out?
In the free audit, and written down before anything starts, with our time kept separate from your media spend and any production cost. Terms run three to six months. For a single adviser the media share is usually small.
How is marketing for a finance or insurance business different?
The customer is buying trust and paperwork rather than something they can see, so reply speed and a plain explanation of terms matter more than the offer. We build the follow-up around that, not around discount messaging.
Do I need to advertise for loan or insurance enquiries?
Ads help when you need a specific product filled this month, for example two-wheeler loans before a festival season. Renewal reminders and referral asks cost nothing in media, and for most advisers they are the cheaper first fix.
How long is the contract?
Three to six months at a time. There is no twelve-month lock, and renewal is decided on the numbers against the baseline recorded at the start.
How soon will we see results?
Fixes to reply time, follow-up and your Google Business Profile usually show in weeks, because the enquiries already exist. Ads show in days once follow-up is ready. SEO and content take months. The audit tells you which applies to you.
Who will actually do the work?
The person you meet on the audit call. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
For the audit, last month's enquiries in any format and 45 minutes with whoever handles them. After that, access to the accounts the work touches, such as the website, Google Business Profile or CRM, and time for the monthly review.
What if we are not happy with the work?
Tell us and the plan changes. Every month is reported against the baseline, so a number that is not moving is visible to both sides. Terms run three to six months at a time, and the refund and cancellation policy sets out the rest.

More for finance and insurance advisers

Everything else we would do for you.

Or start from the overview: sales and marketing for finance and insurance advisers.

Get a free audit of how you sell, and a scored report of where the work is.

Book a free audit
Book a free audit