Insurance technology companies · Financial services
Get shortlisted by the insurer or broker before the vendor review starts.
A head of operations at a mid-sized general insurer has a claims backlog and a vendor shortlist of four names. Three came from a conference, one from a former colleague.
Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.
In one paragraph
An insurance technology company sells software to insurers, brokers and distributors: policy administration, claims, underwriting, quoting or embedded cover. Marketing puts you in front of operations and technology heads before a vendor list is drawn. Sales moves a demo through security review and pilot. GullySales builds both and keeps a record of each account's buying committee.
The shortlist was settled in a hallway, before any procurement email was sent. A company selling claims automation that was not in that conversation meets the buyer as a cold email, and starts behind.
Selling software to insurers and brokers is slow, and it turns on proof that cannot be faked: integrations, security answers, a reference from a company the buyer respects. The work is to be known to a few named buyers and to have every answer ready when they ask.
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How buyers decide
How insurance technology companies are chosen.
The buyer is a committee. Operations or claims heads feel the pain, the technology head tests the integration, the information security team reviews the answers, procurement compares price and the compliance head checks the regulator's expectations on outsourcing and data. A product champion inside the insurer or broker is the person who gets the first meeting on a calendar.
What decides a purchase is risk. Buyers ask for a reference from a similar insurer or broker, a pilot that does not disturb live operations, clear answers on where data sits and who can access it, and a team that understands policy wording and the claims process, not just APIs. A polished product demo matters less than a calm answer to the security questionnaire.
Smaller buyers, such as brokers, corporate agents and fintech distributors, move faster and look at the website, a short demo and a conversation with the founder. They want a clear sense of what is live, what is planned and what integration involves.
The problem
What usually goes wrong for insurance technology companies.
What owners tell us on the first call, in their words.
“Our website describes the platform and never the buyer's problem”
Pages list modules and architecture. A claims head searching for a way to reduce handling effort cannot see that it applies to them.
“Deals stall in security and compliance review”
Questionnaires reach us late, answers are rewritten each time, and the pilot waits on a document that could have been ready.
“We have no references we can show”
Clients keep their names out of marketing, and we have no approved way to show what has been done for similar clients.
“Our champion at the insurer leaves”
The sponsor moves jobs, and with no second contact in operations or technology, the deal ends.
“Conferences leave us with badge scans and few real conversations”
Nobody follows up the buyer who stood at the stall and described a claims backlog in detail.
“Sales and product disagree on what we promise”
A salesperson says a feature is available, the product team says it is planned, and the buyer has noticed the difference.
What we do
What we do for insurance technology companies.
Everything included for insurance technology companies.
A page for each buyer problem and each insurer function
Separate pages for claims handling effort, endorsement handling, renewal communication and broker quoting, each written for the operations or technology head who owns that problem.
A security and compliance answer pack
A ready, reviewed set of answers on hosting, access, data handling and audit trails, kept current by one owner, with a plain-language summary for non-technical readers.
Reference-ready case notes
Anonymised write-ups of what was done, what changed in the client's process and what the client's team did, approved by the client in writing, without figures that cannot be checked.
A buying-committee map for each target account
For each insurer or broker you want, a record of the operations, technology, security, compliance and procurement people, what each cares about and who has been contacted.
A demo path by role
A short demo for the operations head, a different one for the technology head, and a one-page summary for procurement and compliance.
An integration and pilot brief
A plain document that sets out what the pilot covers, what the insurer's team does, what is out of scope and how success will be judged.
How the result is measured
- Named accounts with two or more contacts
- Meetings with operations or technology heads by source
- Demos given against pilots started
- Security reviews completed without a rewrite
- Pilots converted to contracts
- Referrals from existing insurer or broker clients
Recorded as a baseline before work starts, so every later report has an honest comparison.
Every service, written for insurance technology companies
Each has its own page: what it involves for insurance technology companies, what you get, and what it is measured on.
- Lead generationFind the insurers and brokers with a problem your product solves, then reach them.
- SEOAppear when an insurer searches for the problem, not just for your product name.
- Social media marketingShow up on LinkedIn where insurance leaders read, with posts worth a second look.
- Content marketingWrite what an insurer needs to read before it trusts a vendor with live claims.
- Buyer personasDescribe each person on the buying committee by what they fear, not by their title.
- CRMKeep every contact at every insurer and broker in one record the whole team trusts.
- Follow-up systemsKeep a long insurance sale moving with a next step written down after every call.
- WhatsApp marketingUse WhatsApp for the brokers and distributors who answer there, and for nothing else.
- Digital marketingJoin the website, search, LinkedIn and email into one route to a named insurer.
- WebsiteBuild a site that answers the insurer's committee before a call is booked.
Worth a page and a campaign of their own
Claims intake and processing automation · Policy administration and endorsements · Underwriting rules and risk scoring · Embedded insurance through partner platforms · Broker quoting and multi-insurer comparison tools · Renewal and customer communication automation · Document extraction and verification · Reporting and dashboards for operations heads
Priority campaigns
Campaigns for what insurance technology companies most want to sell.
Each one planned around when your buyers decide, and measured against the baseline.
Named-account outreach to insurers
A researched approach to a short list of insurers and brokers, with messages to operations and technology heads on the specific problem your software addresses.
Claims operations notes
Practical notes for claims heads on handling backlogs and document checks, published on LinkedIn and on your site, without promising outcomes.
Conference selection and follow-up
A plan for choosing events, preparing conversations and following up with the people who described a real need, rather than with every scan.
Broker and agency product trial
A simple page and demo route for smaller buyers who want to try quoting or policy tools, with a short setup brief.
Beyond search
Where we reach buyers of insurance technology companies, beyond Google.
Search matters, but it is rarely the only way this industry's buyers find a supplier.
Operations, claims and underwriting heads at insurers
Claims, operations and underwriting heads, listed by company and role, each addressed on the problem that person owns.
Technology and information security heads
The people who test the integration and review the security answers get the security pack, the integration brief and a short technical conversation guide.
Brokers, corporate agents and fintech distributors
A lighter route for smaller buyers: a short demo, a founder conversation and a plain statement of what is live and what is planned.
Industry bodies, consultants and conference organisers
Forums where insurance technology buyers meet, each with a talk or an introduction prepared for it.
Who it is for
This is written for these insurance technology companies.
- Policy administration and core insurance platform vendors
- Claims automation and fraud detection software firms
- Underwriting and risk assessment engine providers
- Embedded insurance and API providers selling through banks, wallets and e-commerce
- Broker and agent management software and quoting tools
- Customer engagement and renewal automation providers for insurers
- Telematics and usage-based cover technology firms
- Data, analytics and document-processing vendors serving insurance back offices
Not for
It is not the right fit if.
- You want a guaranteed Google ranking or a guaranteed number of leads. Nobody honest can promise either.
- You need enquiries by next week and have nobody to answer them.
- You want posts and reach reported, not enquiries and orders.
How it works
From your first message to the first report.
No open-ended retainer. Every step gives you something in writing.
First
Your brief
You tell us what you need in a few short steps: your business, what you want, where enquiries come from and how they are handled.
After the brief
A conversation and a written scope
We read it, then talk with whoever handles your enquiries. If you want our help, the scope, the fee and the reporting come in writing, and nothing starts before you have read them.
Before work starts
Baseline recorded
The numbers this work is meant to move, such as enquiries, quotations, orders, visits or renewals, written down so every later report has an honest comparison.
After the baseline
The first fix goes live
The fix we agreed to start with is put in place and measured against the baseline, whether that is a reply, a follow-up, a page, a listing or the handover between marketing and sales.
As agreed
Report against the baseline
What moved, what did not, and what changes next, in plain words. How often you get it is set in writing before work starts.
At renewal
Renew on the numbers
The term ends and you decide whether to continue from the results. The length is agreed in writing before anything starts.
How the work runs for insurance technology companies
- 1
Understand the product and the sale
Past deals, won and lost, are read for who sat on the buying committee and where security or compliance review slowed things.
- 2
Build the answer pack
A reviewed set of security, compliance and integration answers, and case notes with written client approval.
- 3
Write for each buyer
Pages and demo paths by role and by insurer function.
- 4
Map and reach the accounts
Named-account research, a committee map for each, and outreach tracked in one record.
- 5
Review each deal stage
Your team and ours look at where accounts stop moving, and the material is changed at that stage.
Why us
Why owners pick GullySales over an agency.
Marketing and sales, as one job
Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.
The person on the first call does the work
No account managers in between. You are never handed to someone you have not met.
A baseline before anything starts
Your numbers are written down on day one, so every later report compares against something honest.
The fee in writing, split three ways
Our time, your media spend and production on separate lines. You always see what goes to us.
No guarantees we cannot keep
The term is agreed in writing and never a default twelve months. We never promise a ranking or a lead count, because nobody controls those.
One office, and we say so
Nagarbhavi, Bengaluru. We work across India by call and WhatsApp and travel when a session needs to be in person.
#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.
Engagement options
Ways to work with us.
Pick the size of commitment that fits. Every option starts with your brief and a conversation.
Option 1
The conversation on its own
A call after you send your brief. It says honestly whether you need outside help, and many fixes are ones your own team can make.
Option 2
One fix, scoped
Start with the fix that matters most, such as reply time or follow-up. The fee is in writing before anything starts.
Option 3
An ongoing programme
We run the work, report against the baseline, and you renew on the numbers. The term and the reporting are agreed in writing first.
Option 4
Guidance for your own team or agency
We plan, brief and check the work of your in-house team or current agency, instead of replacing them.
Your brief
Tell us what you need, and we will read it before we call.
Eight short steps about your business, what you want and who decides. Most questions are a tap, and you can skip any you would rather answer on the call.
FAQ
Questions insurance technology companies ask before they call.
Not here? More answers, or ask on WhatsApp.
Do you understand insurance or only marketing?
Can you write technical content?
How do you handle references we cannot name?
We sell to a few large insurers. Is a website still important?
Will you run our conference presence?
How much does it cost?
How long is the contract?
How soon will we see results?
Who will actually do the work?
What do you need from us?
Part of Financial services. See the other industries in the sector.
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.