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Corporate insurance brokers · Social media

Use LinkedIn to become the broker whose name the finance head already knows.

Social media for a corporate broker is mostly LinkedIn, where finance heads, HR heads and advisers read about the work before they ever ask for a quote. GullySales plans what your people post, how it is checked and how a reply is followed into the quotation record.

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 social media means

Social media is the ongoing posting your business does on platforms such as Instagram, Facebook and LinkedIn to stay visible to customers and prospects between purchases. GullySales plans a posting calendar, writes captions and designs the images so the page looks active and answers what a visitor would ask.

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.

  • “People are read more closely than logos”

    A post under the name of the principal or the senior placement manager shows a CFO how that person thinks. A company page filled with insurer logos and festival greetings shows nothing about placement skill.

  • “A short post on one clause earns the follow”

    A plain note on what a sub-limit or a room rent cap means, with a made-up manufacturing example, gives a finance head a reason to follow and to remember the name. A poster of good wishes gives no such reason.

  • “HR heads share in groups, not on company pages”

    HR professionals pass material around in professional groups and on messaging apps, each forward carrying the sender's name. A claims explainer written so an HR head can forward it to employees travels further than a post written for other brokers.

  • “Client stories need consent and care”

    A post about a claim handled can breach a client's trust and the advertising rules. Describe the situation without the client's name, without figures that cannot be checked and with written agreement. Where consent is missing, the post is left out.

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. Profiles set up for the people clients meet

    Headline, summary and featured items for the principal and the placement leads, stating the covers and industries they handle.

    Result: A visiting CFO sees what each person does in one glance.

  2. A post plan built around buyer questions

    Topics drawn from the questions finance heads and HR heads put at renewal, written in plain language and not in policy jargon.

    Result: Each post answers something a buyer has actually asked.

  3. Explainer templates your team can fill

    Short formats for a clause, a claims route or an exclusion, so a busy placement manager can post without starting from blank.

    Result: Posting stops depending on who has spare time.

  4. A connection and comment routine

    A short list of finance heads, HR heads and advisers to follow, with guidance on useful comments in place of sales pitches.

    Result: Your name appears under posts the buyers already read.

  5. A consent and approval log

    A record showing who approved each post and, where a client case is referred to, the written agreement behind it.

    Result: Any post can be traced to its approval.

  6. Replies traced to the quotation record

    Messages and profile visits that become conversations are tagged with social as the source in the same record as other enquiries.

    Result: You see which posts led to a conversation.

How the result is measured

  • Posts published
  • Engagement rate
  • Enquiries from social profiles

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

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 social media 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

    Understand your audience and platforms

    We identify which platforms your specific buyers actually use and what kind of content they respond to.

  2. 2

    Audit current presence

    We review existing pages, past content performance and any gaps in consistency.

  3. 3

    Build the content calendar

    A plan is created, balancing genuine value with occasional direct offers.

  4. 4

    Implement and post

    Content is created and published consistently on the agreed schedule.

  5. 5

    Measure and optimise

    We track enquiries alongside engagement and adjust the content mix based on what actually performs.

Where this fits

Three pieces of sales work, in this order.

This work sits inside sales process design, at stage 0, foundation. 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.

Should every placement manager post?
Those who are comfortable writing and who speak with buyers should. A few steady voices read better than a rota of reluctant ones. We give them formats so the writing is quick to produce and easy to check.
Do we need paid LinkedIn ads?
Not at the start. Paid reach makes sense once you have pages and explainers worth sending people to. Check the platform's current rules on financial services advertising before any spend.
Who approves a post before it goes up?
Your compliance head or adviser, as with every other piece of marketing. Rules differ by licence type, so we keep the approval step visible and never publish without 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.

Your next practical step

Tell us what you are trying to grow, and we will read it before we call.

Eight short steps, mostly taps. Skip anything you would rather answer on the call.