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Commercial insurance brokers · Follow up systems

Never let a warm introduction go quiet while the renewal date moves closer.

A follow-up system for a commercial broker is the routine that makes sure every enquiry, pitch and renewal gets the next contact it needs. GullySales sets the reminders, the message drafts and the ownership so no account is left to chance.

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Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

Insurance brokers: show a real physical business scene illustrating Client files and risk details. Hold each client with contacts, assets, turnover and the full list of cover arranged through the firm, whichever underwriter issued it.

What follow up systems means

A follow-up system is the set routine for calling, messaging or emailing an enquiry more than once, since most buyers do not decide on the first conversation. GullySales sets the number and timing of follow-ups so an undecided buyer keeps hearing from you until they decide either way.

Also for commercial insurance brokers

Sales and marketing for commercial insurance brokers, the overview.

Last updated 18 Oct 2026. Rules for this trade differ by state and professional body, and they change. We describe restrictions in general terms, so check the current position with your own council or adviser before you publish anything.

For commercial insurance brokers

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

  • “Mandates take months and attention drifts”

    A buyer who liked the first meeting may not decide for a long stretch. Without a set next step, the broker's follow-up depends on memory, and the incumbent keeps the account by default.

  • “After a pitch, silence has several meanings”

    The buyer may be comparing, waiting for the promoter or unhappy. A follow-up that asks one clear question, such as what is still undecided, gets a more useful answer than a general check-in.

  • “Renewals need a trail of earlier contact”

    Approaching a buyer only in the final stretch looks like a rush. Contact timed at several points before expiry, each with a reason, keeps the broker in the conversation without nagging.

  • “Claims moments are follow-up moments”

    When a client reports a loss, a prompt and clear update is the real marketing. A system that reminds the team to inform the client at each stage protects the relationship.

What we do

What we deliver for commercial insurance brokers.

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

  1. Next-step rule for every account

    A rule that every open account carries a dated next action and a named owner.

    Result: No account sits without someone responsible for it.

  2. Post-pitch message set

    Drafts for the days after a presentation, each asking something specific about the decision.

    Result: Follow-up replies move the buyer toward a clear answer.

  3. Renewal contact schedule

    A sequence of touchpoints keyed to the expiry date, with the purpose of each.

    Result: The team reaches buyers before the incumbent does.

  4. Claims update checklist

    A checklist of when the client is told what at each stage of a claim.

    Result: Clients are never left wondering where their claim stands.

  5. Overdue review habit

    A regular look at accounts whose next action has passed.

    Result: Missed follow-ups surface for the team to fix.

How the result is measured

  • Follow-up completion rate
  • Average number of follow-ups before close
  • Enquiries closed after repeat follow-up

Recorded as a baseline before work starts, so every later report has an honest comparison.

Read the full lead response and follow-up page

Who it is for

This is written for these commercial insurance brokers.

  • Small and mid-sized manufacturers with plant and machinery cover
  • Exporters and importers needing marine cargo cover
  • Real estate developers and contractors needing contractors' all-risk
  • Hospitals and clinics needing professional indemnity
  • IT and services firms needing cyber and professional liability
  • Firms buying group health and group accident for staff
  • Logistics operators and cold chains
  • Hotels, malls and large retail premises

How it works

How the follow up systems work runs

The work itself, in order. How an engagement starts, from your brief to a written scope, is set out on our method page.

  1. 1

    Measure today's reply time

    From last month's enquiries, we measure how long each waited for a first reply and how many follow-ups it got.

  2. 2

    Agree targets and the sequence

    We set reply targets and the follow-up sequence with your team, based on its real hours and workload.

  3. 3

    Set up templates, tasks and ownership

    Templates, first-call questions, CRM tasks and named owners go live, with cover for leave and weekends.

  4. 4

    Track and adjust every month

    Reply time and follow-up completion are reported against the baseline, and the routine is changed where it is not kept.

Where this fits

Three pieces of sales work, in this order.

This work sits inside sales process design, at stage 2, qualification. The audit comes before it, and sales management keeps it running.

  1. Step 1

    Sales audit

    Find where deals are being lost and what to fix first.

    Start here if you cannot say where orders are lost.

  2. Step 2 · you are here

    Sales process design

    One written way to sell, from first enquiry to repeat order.

    Start here if every salesperson sells differently.

  3. Step 3

    Sales management

    A target, a review routine and someone who owns the number.

    Start here if the team has targets and no routine.

Tell us what you need Your brief is read before we call. Scope, fee and term in writing.

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
Should follow-up be automated?
Reminders can be automated, but the message to a finance head should read as written by a person who knows the account.
How often should we contact a buyer?
Set by the stage and the expiry date, and agreed with your team. We do not push a fixed pattern on every account.
Does this include insurers?
The focus is buyers and introducers. Insurer follow-up on quotations can use the same routine if you want it.
How much does it cost?
There is no price list, because the work differs by business. The fee is scoped after we have read your brief and spoken to you, and put in writing before anything starts, split into our time, your media spend and production.
How long is the contract?
The term is agreed in writing after we have spoken, along with the fee and the reporting. It is never a default twelve months, and renewal is decided on the numbers against the baseline recorded at the start.
How soon will we see results?
It depends on the trade, the channel and what is already in place. After we have read your brief and spoken to you, we say what we would expect to move first and how it will be measured against the baseline. Nothing here is guaranteed.
Who will actually do the work?
The person you speak to before anything starts. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
Your brief, and a conversation. After that, access to whatever this work touches, such as your website, your accounts or your enquiry record, and time with the people who handle your enquiries.
What if we are not happy with the work?
Tell us and the plan changes. Everything is reported against the baseline, so a number that is not moving is visible to both sides. The term is in your written scope, and the refund and cancellation policy sets out the rest.

More for commercial insurance brokers

Everything else we would do for you.

Closest to this: leads and follow-up

Also for commercial insurance brokers

Or start from the overview: sales and marketing for commercial insurance brokers.

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