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Insurance technology companies · WhatsApp marketing

Use WhatsApp for the brokers and distributors who answer there, and for nothing else.

WhatsApp for an insurtech firm is a working channel for broker owners, corporate agents and fintech distributors, who reply on it faster than on email. Large insurer committees stay on email and calls. GullySales works on where WhatsApp fits, the wording and the record of each chat.

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 WhatsApp marketing means

WhatsApp marketing is sending updates, offers and reminders to customers on the app most Indian buyers already check daily. GullySales sets up business WhatsApp, writes the message templates and keeps the list consented and current.

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 broker owner replies on WhatsApp before email”

    For a smaller buyer, a short message with a demo link gets a reply from the owner directly. The same message on email waits behind other mail.

  • “An insurer's committee does not want a chat from a vendor”

    Corporate buyers keep security and procurement matters in writing on email. A WhatsApp message to an operations head from an unknown vendor can read as intrusive.

  • “A chat is a record that must reach the CRM”

    A promise made in a message, such as sending a pricing note, vanishes if it stays on one phone. The salesperson needs a habit of logging the chat against the account.

  • “Consent matters before a business message”

    A contact must have agreed to hear from you on the channel. Check the platform's current rules on business messaging and keep a record of consent.

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. Channel fit review

    A list of which accounts and roles suit WhatsApp and which stay on email and calls.

    Result: Each account is marked with its channel.

  2. Message drafts

    Short, reviewed messages for demo invitations, document sharing and meeting reminders.

    Result: Your team uses drafts you have read.

  3. Consent record

    A simple log showing that a contact agreed to be messaged.

    Result: Every contact on the channel has a recorded consent.

  4. Chat-to-CRM habit

    A guide for logging key promises and files from a chat against the account.

    Result: Commitments made in a chat appear on the account.

  5. Business account setup

    Help with a business profile and the quick-reply settings supported by the app.

    Result: The profile shows the company name and a short description.

How the result is measured

  • Messages delivered
  • Reply rate
  • Enquiries from WhatsApp

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

Read the full WhatsApp marketing and automation 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 whatsapp marketing work runs

  1. 1

    Understand current WhatsApp use

    We review how customers currently message you and how consistently, if at all, it is answered.

  2. 2

    Audit common questions

    We identify the questions that come up repeatedly, which decide what should be automated first.

  3. 3

    Set up automation and templates

    An automated first response and quick reply templates are built for the most common needs.

  4. 4

    Connect to the CRM

    Conversations are linked to customer records so context carries over between team members.

  5. 5

    Measure and optimise

    We track response time and conversion, refining automated responses based on what customers actually ask.

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
Should we use WhatsApp with large insurers?
Only when the contact has used it with you first. Start on email and calls, and let the buyer choose to move.
Is a broadcast list a good idea?
For brokers who agreed to receive updates, a short note about a real product change is reasonable. Send to a small, relevant group, not to a purchased list.
Can WhatsApp carry documents?
Light ones, such as a demo link or a one-page summary. Security packs and contracts should travel by email with a record.
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.

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