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Insurance technology companies · CRM

Keep every contact at every insurer and broker in one record the whole team trusts.

A CRM for an insurtech firm records accounts, the people on each buying committee, the documents shared and where each deal stands. A long sale across a long stretch only works if that record is current. GullySales works on how the CRM is set up and on the habit of keeping it so.

Tell us what you needor call +91 80958 58589

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 technology companies

Sales and marketing for insurance technology companies, 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 technology companies

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

  • “A deal with one contact is a deal at risk”

    When the champion changes company, an account with a single name on it goes silent. The record should show who else in operations, technology and security has been met.

  • “Security documents travel through email and get lost”

    Questionnaires, certificates and answer sets sit in inboxes. The CRM should hold which version went to which insurer and when, so nobody repeats the work.

  • “Product and sales say different things”

    When what is live and what is planned lives in a salesperson's head, the buyer hears both. A shared field that states the status of each feature gives sales one answer.

  • “Stages copied from a retail template miss the pilot”

    A selling cycle with a pilot, security review and procurement needs its own stages. A generic pipeline shows an account as stuck when it is simply waiting on a review.

What we do

What we deliver for insurance technology companies.

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

  1. Account and committee setup

    Fields for company, function, role of each contact and their view on the product.

    Result: Each account shows its committee in one screen.

  2. Stages for the real sale

    Stages that include discovery, demo, security review, pilot, commercial and sign-off.

    Result: You can see why a deal sits where it does.

  3. Document log

    A record of what was sent to each buyer and the date, linked to the stored file.

    Result: A reviewer can find the last version sent.

  4. Feature status field

    A shared list stating what is live, what is planned and what needs custom work.

    Result: Sales and product read from one list.

  5. Entry habits

    A short guide on what gets logged after each call and who does it.

    Result: Every call leaves a note on the account.

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 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

How it works

From your first message to the first report.

No open-ended retainer. Every step gives you something in writing.

  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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.

  6. 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 CRM work runs

  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.

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.

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.

Tell us what you needor call +91 80958 58589

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
Which CRM should we use?
One your team will actually update. Tools in ordinary use in India include Zoho CRM and HubSpot. We set up what you already pay for before suggesting another.
Can the CRM show forecast?
It can, if stages mean something and are updated. We define stage exit points so the forecast rests on events, not on feel.
Who keeps it updated?
The person who owns the account. We help set the habits and review the record with your team, but we do not enter your data on your behalf.
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 technology companies

Everything else we would do for you.

Closest to this: leads and follow-up

Also for insurance technology companies

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

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.

Tell us what you need