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Insurance advisory firms · CRM

Keep every review, agreed change and renewal date against a name in one record.

A CRM for an advisory firm holds the client, the policies reviewed, the changes agreed and the dates that matter. GullySales sets one up around how your reviews actually run, and moves your scattered lists into it.

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

Realistic editorial illustration of insurance agents and advisers at work in India

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 insurance advisory firms

Sales and marketing for insurance advisory firms, 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 insurance advisory firms

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

  • “The agreed change is the thing that gets lost”

    A review ends with a list: raise the health cover, drop the duplicate plan, update the nominee. The meeting is warm and the list lives in an email. Without a record that gives each item an owner, the client is left to carry it out alone.

  • “Renewal dates are the firm's calendar”

    A client's renewal dates are the moments when someone else may call with an offer. A firm that tracks them can reach the client first with a question. A firm that does not tracks them in a head and loses them when staff change.

  • “Family and company records are shaped differently”

    A family has several members, each with policies. A company has an HR contact, a finance contact and a policy schedule. One simple flat list serves neither, so the record must link people to policies and to each other.

What we do

What we deliver for insurance advisory firms.

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

  1. A client record built around the review

    Fields for the trigger, documents received, findings, changes agreed and each change's owner and status.

    Result: Every agreed change has a named owner and a status.

  2. A renewal calendar

    A view of upcoming renewal dates by client, with a reminder to the adviser before each one.

    Result: No renewal arrives without someone having seen it coming.

  3. Family and company linking

    Records that connect family members, or company contacts, to the policies each one holds.

    Result: A second contact exists in every corporate account.

  4. An import of your current lists

    Your existing spreadsheets and contact lists cleaned and moved into the record.

    Result: One place replaces the scattered files.

  5. A consent and document log

    A note against each client of what was agreed about use of their papers and details.

    Result: The record shows what the client agreed to, in the client's own terms.

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 insurance advisory firms.

  • Salaried families with several overlapping policies bought from different sellers
  • Founders and business owners needing key person and business protection reviewed
  • Doctors, lawyers, chartered accountants and consultants needing professional indemnity checked
  • Retirees and senior citizens reviewing health cover and what to do before a parent's renewal
  • NRIs holding policies in India and managing them from abroad
  • HNI households with property, vehicle and personal cover spread across insurers
  • Small companies wanting an independent view on group health and fire policies
  • HR teams that want a second opinion on their broker's renewal proposal

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 an insurance-specific CRM?
Not necessarily. A plain CRM with the right fields is enough for a small firm. Choose by whether the team will actually use it each day.
Where should client policy documents be stored?
In a place your compliance head has approved, with access limited to those who need it. Keep the CRM record to references and notes rather than copies of every paper.
Who should own the CRM in a small firm?
One named person, even if every adviser uses it. Without an owner, the fields drift and the record stops being trusted.
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 insurance advisory firms

Everything else we would do for you.

Closest to this: leads and follow-up

Also for insurance advisory firms

Or start from the overview: sales and marketing for insurance advisory firms.

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