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Corporate insurance brokers · CRM

Keep every policy, expiry and quotation in one record the whole team can read.

A CRM for a corporate broker holds each client company, the people who decide, the policies with their expiry dates and the quotations still open. GullySales sets up the fields, the stages and the reminders, in a spreadsheet or a tool such as Zoho CRM or HubSpot.

Tell us what you needor call +91 80958 58589

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 CRM means

A CRM is the record where every enquiry, call and quote is kept against a customer, replacing separate notebooks, spreadsheets and memory. GullySales sets up or cleans an existing CRM and reports from it by enquiry outcome rather than by activity logged.

Also for corporate insurance brokers

Sales and marketing for corporate 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 corporate insurance brokers

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

  • “The expiry date sits in a personal diary”

    When the date is noted in one account manager's calendar, a leave or a resignation hides it. A shared record with the expiry, the insurer and the owner of the renewal puts the date where the whole team sees it.

  • “Contacts change faster than policies”

    A finance controller moves on and the new one has never heard of the broker. A record that stores each person's role, when they joined and who knew them lets you write to the new arrival before the incumbent insurer does.

  • “Endorsements crowd out the sales work”

    New joiners, deletions and address changes arrive daily. If they sit in the same inbox as renewal preparation, preparation slips. Separate views for servicing and for selling let each be done on purpose, with its own owner and its own hours.

  • “Cross-selling needs to see what is held”

    A client with group health and nothing else may be exposed on property or liability. Without a view of which covers each client holds, nobody notices the gap, and no one writes to the client about it.

What we do

What we deliver for corporate insurance brokers.

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

  1. Fields for policy, insurer, expiry and premium trend

    A record of every cover each client holds, with dates and the last renewal outcome as your team enters it.

    Result: A sorted list of what expires next, by client.

  2. Contact roles and history

    Separate fields for the finance head, HR head and admin head at each client, with dates of change and who last spoke to them.

    Result: A new controller is noticed and written to.

  3. Stages from request to mandate

    Clear definitions for request received, questions asked, quotation sent, under discussion, won and lost, with a named owner for each.

    Result: Nobody argues about what a stage means.

  4. Reminders tied to expiry

    A rule that tells the owner when preparation of a renewal comparison is due, set by your team's own working rhythm.

    Result: Preparation starts from a prompt and not from memory.

  5. A source field on every lead

    Introduction, chamber, search, outreach or client, entered at first contact and kept through to the mandate.

    Result: You see which sources produce signed work.

  6. A handover note for leave and exits

    A one-page format recording open quotes, pending endorsements and promises made, filled in before anyone steps away.

    Result: Work continues when a colleague is absent.

How the result is measured

  • Enquiries logged in the CRM
  • Data completeness
  • Reports generated from CRM data

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

Read the full CRM implementation and customisation page

Who it is for

This is written for these corporate insurance brokers.

  • Manufacturers and MSMEs buying group health and workmen's compensation for a plant workforce
  • IT and services companies with employees across cities and a large dependants base
  • Hospitals, schools and colleges needing professional indemnity along with property cover
  • Logistics, transport and warehousing operators buying marine cargo and fleet cover
  • Real estate developers and builders buying contractors all risk and project covers
  • Startups and funded companies buying directors and officers, cyber and key person covers
  • Exporters and traders needing marine transit and credit-related covers
  • Hotels, restaurants and retail chains buying fire, burglary and public liability

How it works

How the CRM 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

    Map the sales process

    We record how a deal actually moves from enquiry to close in your business today.

  2. 2

    Configure stages and fields

    The CRM's pipeline and fields are built to match that process exactly, not a generic template.

  3. 3

    Set up automations

    Reminders, assignment rules and follow-up triggers are configured so routine steps happen without manual effort.

  4. 4

    Test with real deals

    We run the configuration against actual current deals to catch gaps before the whole team relies on it.

Where this fits

Three pieces of sales work, in this order.

This work sits inside sales management. A target, a review routine and someone who owns the number.

  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

    Sales process design

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

    Start here if every salesperson sells differently.

  3. Step 3 · you are here

    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
Do we need a paid CRM tool?
Not to begin. A well-built shared sheet carries a small book. Move to a tool when several people update records and you need reminders and permissions. We design the fields so the move is simple.
Can client health data go into the record?
Keep personal and health details out unless there is a clear purpose and a proper control over access. Record the policy, not the patient. Check your data duties with your adviser or compliance head.
Who keeps the record up to date?
Each owner updates their own clients as part of the work, and one person checks the expiry list. A record nobody owns drifts out of date, so ownership is agreed before the first entry.
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 corporate insurance brokers

Everything else we would do for you.

Closest to this: leads and follow-up

Also for corporate insurance brokers

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

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