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Insurance advisory firms · Lead generation

Bring in families who want their policies read, not another policy sold.

Lead generation for an advisory firm means attracting people who hold several policies and want an independent reading of them. GullySales builds the pages, guides and enquiry routes that bring those people to your review.

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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 lead generation means

Lead generation is the combined work of every channel that brings in a new enquiry, whether from search, adverts, referrals or a stall at an exhibition. GullySales runs these channels together and reports the number of enquiries each one produced, not the activity behind it.

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 enquiry that matters is a worry, not a product”

    Someone who types a query about holding two health plans is a stronger lead for a review firm than someone who types a premium comparison. The first wants judgement. The second wants a quotation, and your firm does not exist to give one.

  • “Policy papers are the real conversion”

    A call booked is not yet a lead for an advisory firm. The lead arrives when the prospect sends policy schedules. Every step before that must answer what happens to the papers, who reads them and what the family keeps afterwards.

  • “Introductions from accountants arrive warm and die cold”

    A chartered accountant who mentions your name at tax time has done the hard part. If the introduction lands in someone's personal chat and nobody records it, the family hears nothing back and the accountant stops introducing.

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 review-request page

    One page that says who reads the papers, how the review report is written and what the client keeps, with a short booking form.

    Result: A single route from a worried search to a booked review call.

  2. A source record for every enquiry

    A plain register noting whether the enquiry came from search, an accountant, a client's family or a founder group.

    Result: You can see which source sends reviews that become lasting clients.

  3. A document-sharing note

    A short, consent-led explanation of how a family shares policy papers and who in your firm sees them.

    Result: A hesitant prospect knows what sharing involves before agreeing to it.

  4. An introduction route for professionals

    A one-page note and a simple way for accountants and planners to pass a family to you.

    Result: Every introduction is logged with the name of the person who made it.

How the result is measured

  • Enquiries generated
  • Cost per enquiry
  • Enquiries by source

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

Read the full demand and lead generation 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 lead generation 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 capacity

    We agree how many enquiries your sales team can actually handle well, so the system is not built to overwhelm it.

  2. 2

    Audit current sources

    We check what already brings in enquiries today, even informally, before adding anything new.

  3. 3

    Strategise the channel mix

    Content, search and paid channels are chosen based on where your buyers already look.

  4. 4

    Implement capture and follow-up

    Pages, forms and a follow-up process are built and connected end to end.

  5. 5

    Measure and optimise

    We track enquiry volume and quality and adjust the channel mix to match.

Where this fits

Three pieces of sales work, in this order.

This work sits inside sales process design, at stage 1, prospecting and lead generation. 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 we run paid ads for insurance reviews?
Only after the pages and the follow-up routine exist, and only with wording your compliance head has approved. Platforms set their own rules for financial services, so check the platform's current rules before any advertisement is built. Search interest in policy reviews is worth testing first.
Can we offer a free review to attract leads?
You can, where your licence and fee model allow it. State plainly what the free review includes and what happens afterwards. Advertising rules differ by licence and by regulator, so check each page with your own compliance head or adviser before it goes live.
How do we tell a good lead from a poor one?
A good lead sends policy papers and asks about gaps. A poor one asks only for a price. Record which of the two each enquiry was, and the pattern shows where to spend effort.
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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