Finance and insurance advisers · Search engine optimisation
You cannot outrank an aggregator, so win the searches it ignores.
Search for a finance or insurance adviser is the customer typing a condition, not a product: cover for a parent over sixty, or a loan without a salary slip. GullySales writes the pages for those situations, inside what your principal permits you to say, and reports enquiries by product line.
What search engine optimisation means
Search engine optimisation (SEO) is the work of getting your website to appear when a buyer searches Google for what you sell. GullySales builds pages around real search terms, fixes technical issues that block ranking, and tracks which searches actually bring enquiries.
Also for finance and insurance advisers
- PPC ads for finance and insurance advisers
- Lead generation for finance and insurance advisers
- Digital marketing for finance and insurance advisers
- Reputation management for finance and insurance advisers
- Local SEO for finance and insurance advisers
- Branding and identity for finance and insurance advisers
- Social media marketing for finance and insurance advisers
- Content marketing 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.
“The aggregators own the plain product searches”
Typing health insurance brings up comparison sites with a hundred writers behind them, and one adviser has nothing to add on that page.
“The winnable search has a condition attached”
A parent with diabetes, a self-employed borrower with no Form 16, a policy that lapsed last year. Few searches, almost no answers.
“What you may write about a product is not your decision”
Statements about premium, returns or approval are governed by the regulator and by the company whose product it is, and the registration is yours.
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.
A page per product and situation
Separate pages for the loan and policy situations you actually handle, written around the customer's circumstance rather than the product brochure.
Result: The customer with that condition finds a page about it.
A claims check with your principal before publishing
Every statement about premium, eligibility, rate or approval sent for the insurer's or lender's clearance, with the approved wording recorded.
Result: Nothing goes live that your principal has not seen.
Your registration shown as permitted
Agency code, ARN or the intermediary details you hold, displayed in the form the regulator and your principal require on a website.
Result: A customer can check that you are registered.
Local searches the aggregators do not chase
Pages for the business loan, the shop insurance and the vehicle cover people look for in your own city and its trading areas.
Result: You show up where a comparison site does not bother.
Speed and forms fixed for a phone
Load time, the enquiry form and the WhatsApp button put right for a customer reading on a phone with a weak signal.
Result: Customers stop leaving before the page arrives.
Enquiries reported by product line
A monthly count split by loan type and policy type, read against the figures recorded before the pages existed.
Result: You can see which product the search work feeds.
How the result is measured
- Ranking positions
- Organic traffic
- Enquiries from organic search
Recorded as a baseline before work starts, then reported every month against it.
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.
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.
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.
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.
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.
05 · Every month
Report against the baseline
What moved, what did not, and what changes next, in plain words.
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
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
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
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
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
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.
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%
SB Engineering
- Situation
- Buyers searching for laser cutting and sheet metal work in Bengaluru were finding other suppliers first, because the company did not rank for the terms its own customers type.
- What we did
- The site redesigned for mobile
- Search work on the buyer's terms
- Content that shows the work
- Social channels managed
- Result
- Website traffic rose 60% within six months, against a target of 50%.
- High-quality leads rose 45%, with a rise in conversion rates alongside them.
- Fifteen target keywords moved up the rankings, five of them into the top three positions.
Also worked with
Curtain Label · Difesa Security Services · Felicity Inn · Hands On CSR · Implevista · Kambar Group · Kalessi · Kerur Pain Clinic · LL Trust · Lucky Deals · Natural Gases · NavaShakthi Souhardha · NewCom Logistics · Proton Technical Services · 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.
FAQ
Questions owners ask before they call.
Not here? More answers, or ask on WhatsApp.
Can we rank against the comparison sites?
What are we allowed to say about a policy on our own site?
How is marketing for a finance or insurance business different?
Do I need to advertise for loan or insurance enquiries?
How much does it cost?
How long is the contract?
How soon will we see results?
Who will actually do the work?
What do you need from us?
What if we are not happy with the work?
More for finance and insurance advisers
Everything else we would do for you.
- PPC ads for finance and insurance advisers
- Lead generation for finance and insurance advisers
- Digital marketing for finance and insurance advisers
- Reputation management for finance and insurance advisers
- Local SEO for finance and insurance advisers
- Branding and identity for finance and insurance advisers
- Social media marketing for finance and insurance advisers
- Content marketing for finance and insurance advisers
- Email marketing for finance and insurance advisers
Or start from the overview: sales and marketing for finance and insurance advisers.