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Insurance advisory firms · Social media

Post what you notice in policy documents, and let that carry your name.

Social media marketing for an advisory firm is a steady record of what a careful reader sees in real policy wordings, shared where your buyers already read. GullySales plans the posts, the formats and the review routine that keeps them within your advertising rules.

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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 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.

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.

  • “LinkedIn reaches founders, WhatsApp reaches families”

    A founder reading about key person cover sits on LinkedIn. A salaried family shares a useful note in a household group. One post cannot do both jobs, so each channel needs its own wording and its own purpose.

  • “A clause explained beats a slogan”

    Posts that unpack one exclusion or one waiting period in plain words get saved and forwarded. Posts that announce that the firm cares about your family get scrolled past. Specific and small wins over warm and general.

  • “Every post is an advertisement in a regulated trade”

    What looks like a casual note may be treated as promotion. A post that predicts returns, names a product as best or implies an approval can create trouble for the firm. A review step before posting protects the licence.

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 content plan built from client questions

    A list of themes drawn from the doubts raised in your own reviews, anonymised, with a format for each.

    Result: Posts come from real questions instead of a blank page.

  2. Post templates for explaining a clause

    A fixed layout for explaining one term in a policy in plain words, with a closing line inviting a review.

    Result: A recognisable post shape your followers learn to expect.

  3. A compliance review step

    A simple sign-off sheet so the compliance head sees each post before it is published.

    Result: Each post has a named approver on record.

  4. A WhatsApp-ready version of each post

    A short text version, free of heavy design, that a client can forward to a family member.

    Result: Good posts travel into the groups where families talk.

  5. A log of which posts led to enquiries

    A record of the posts that preceded a review request, kept alongside the source register.

    Result: You see which subjects bring real enquiries, not only reactions.

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.

Read the full social media marketing 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 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.

Tell us what you need
Should the adviser post under a personal profile or the firm's?
Both have a place. The firm's page holds the record and the adviser's profile carries the voice. Founders read the person, so give the adviser's profile real work.
Can we post client stories?
Avoid stories that identify a client or imply an outcome. Anonymised lessons about reading a document are safer. Advertising rules differ by licence and by regulator, so check each page with your own compliance head or adviser before it goes live.
Is paid promotion of posts allowed?
Platforms keep their own rules for financial services and they change, so check the platform's current rules and your compliance head's view before promoting any post.
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: content and social

Also for insurance advisory firms

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

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