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Insurance aggregators · CRM

Keep every quote, call and renewal for one buyer in a single record.

A CRM for an insurance aggregator holds the buyer, the quotes shown, the consent given and every call or message in one place. GullySales sets up the fields, stages and rules so your team can follow a buyer from first quote to renewal.

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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 aggregators

Sales and marketing for insurance aggregators, 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 aggregators

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

  • “A quote is not a lead until it is recorded”

    Quote engines hold the details, callers hold the conversation and the payment tool holds the policy. Without one record joining the three, the buyer is asked the same questions by different people, and nobody can say how far the case has travelled.

  • “Stages should match the insurance journey”

    Generic stages such as new, contacted and won do not show where a buyer sits. Use quote shown, proposal started, documents pending, payment pending, policy issued and renewal due, so a manager sees exactly where cases wait.

  • “Consent belongs on the record”

    Each buyer's permission, its channel and its date should sit beside the phone number. A caller about to ring a person who opted out of calls needs to see it before dialling, not after a complaint.

  • “Duplicates distort everything”

    The same buyer entering a mobile number twice, or a family member quoting from the same phone, creates two records. Callers then ring twice and reports overcount. A matching rule on phone and policy type removes the worst of this.

What we do

What we deliver for insurance aggregators.

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

  1. Field and stage design

    A set of fields for product, quote, insurer shown, consent and next action, with stages that follow your proposal journey.

    Result: A pipeline view where each stage means one thing.

  2. Import of quote and abandonment data

    A connection or regular import that brings abandoned quotes into the CRM with source and details attached.

    Result: Abandoned quotes appear as records, not only as report rows.

  3. Task and reminder rules

    Rules that give every open case an owner and a next action date, and that flag cases left untouched.

    Result: No open case without an owner and a next step.

  4. Renewal records

    Expiry dates stored on each policy and a list of renewals coming due, so reminders start from the record.

    Result: A renewal list your team works from.

  5. Team training and a short guide

    A walk-through for callers and managers on how to update a record and what to write in notes.

    Result: A one-page guide kept beside the screen.

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 aggregators.

  • Term insurance comparison sites for salaried buyers
  • Health insurance comparison for families and senior citizens
  • Motor insurance comparison and instant renewal platforms
  • Travel and personal accident comparison for short-term buyers
  • Marketplaces run by banks, wallets and fintech apps
  • Regional aggregators and point-of-sale networks working through agents
  • Employer-linked platforms offering voluntary top-up cover
  • B2B aggregators serving small brokers and agents with multi-insurer quoting

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
Which CRM should an aggregator use?
Use one your team will update. Tools in ordinary use in India include Zoho CRM, HubSpot and LeadSquared. The choice matters less than clean fields, consent capture and consistent use.
Can the CRM connect to our quote engine?
Through an API or a regular export, depending on the system. Your technical team confirms what is possible, and GullySales designs the fields and rules around it.
Is buyer data safe in a CRM?
That depends on access rights, vendor terms and your practices. Limit who sees phone numbers and health details, and follow your privacy policy and the rules that apply to your licence.
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 aggregators

Everything else we would do for you.

Closest to this: leads and follow-up

Also for insurance aggregators

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

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