Finance and insurance advisers · Pay per click advertising
Banks set the price of these words, and your budget will not last.
Paid search for loans and insurance runs at prices set by banks and aggregators, and platforms verify a financial advertiser's paperwork before letting it run. GullySales puts that paperwork in order with you, keeps campaigns narrow by product and city, and counts disbursed files rather than leads.
Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.
What pay per click advertising means
Pay per click advertising (PPC) is paying a fee each time someone clicks your advert on Google or another platform. It puts you at the top of a search page immediately, instead of waiting for ranking to build. GullySales sets the targeting, writes the ad text and checks spend against enquiries received.
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Sales and marketing for finance and insurance advisers, the overview.
Last updated 5 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 finance and insurance advisers
Where it usually goes wrong, and what we would do.
“A DSA cannot outbid a bank on personal loan”
The word itself is priced for a balance sheet, so your money has to go to a model, a city or a borrower profile instead.
“Verification comes before the first click”
Platforms ask a financial services advertiser for registration documents, what counts differs by product, and the requirements are revised. Allow weeks.
“Half the form fills are a wrong number”
People applying for credit type a number they will not answer, and a campaign judged on leads looks healthy while nothing disburses.
What we do
What we deliver for finance and insurance advisers.
Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.
Advertiser verification prepared with you
The registration, agency and company documents each platform asks of a financial advertiser, gathered and submitted before a campaign is built.
Result: The account is cleared to run before you spend.
Campaigns narrowed to product, city and profile
Separate campaigns for two-wheeler loans, family health cover and loan against property, each limited to the areas you actually serve.
Result: Clicks stop arriving from three states away.
Negatives for status checks and customer care
Blocks on application status, customer care numbers, loan apps, recruitment searches and the government scheme queries crowding this category.
Result: The budget stops answering people with no file.
A form that asks before it takes the number
City, income band and what the money is for, asked ahead of the phone field, so a fake number costs you less.
Result: Your callers have something to talk about.
Wording checked against what may be claimed
Every advert and landing page read for promises of approval, returns or settlement, with your principal's clearance kept on file.
Result: Nothing runs that a regulator would question.
Cost measured per disbursed file, not per lead
Spend read against files logged in, sanctioned and disbursed, or policies issued, set against the baseline from before the account ran.
Result: You can tell which product repays advertising.
How the result is measured
- Cost per click
- Cost per enquiry
- Enquiries from paid search
Recorded as a baseline before work starts, so every later report has an honest comparison.
Searches to bid on and block
The searches worth paying for as a loan or insurance adviser, and the ones to keep out.
- Product plus city, such as business loan for small shop owners
- Bid, narrowly. A borrower who names the type and place is ready to talk. Name the profile you actually handle, such as shop owners or salaried, so the wrong customer does not click.
- Loan against property and home loan balance transfer searches
- Bid, as a separate campaign. These are larger files and the customer wants a person to guide the papers. Ask for the property type, the city and the amount range on the form.
- Health and term insurance comparison searches
- Bid, with care. The searcher is comparing. Check that the advertisement's wording matches what your licence and the insurer's rules allow, and avoid return or approval promises.
- Customer care, status check, login, premium due and EMI calculator searches
- Block. These are existing customers of banks and insurers looking for a number or a portal. Add customer care, status, login, helpline and calculator as negatives.
- Jobs, DSA registration, agent course and free searches
- Block. Loan agent job, DSA registration, insurance agent course and free loan come from job seekers. Add them as negatives, and check the terms often.
- Where the click lands, and what to count
- Send the click to a page for that product with a short form that asks the amount and the city. Count a form with a real number and a call that was answered, and log which led to a disbursed file.
Who it is for
This is written for these finance and insurance advisers.
- Loan DSAs and connectors
- Health and life insurance advisers
- General insurance agents
- NBFC and co-operative bank branches
- Mutual fund and investment distributors
- Chit fund companies
- Insurance broking firms
- Business loan and loan against property specialists
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 pay per click advertising work runs
- 1
Understand the total budget
We agree the full paid advertising budget available across all platforms, rather than planning each one separately.
- 2
Audit current platform performance
We compare existing campaigns on a shared basis to see where the budget currently performs best and worst.
- 3
Build the cross-platform plan
Campaigns are structured across platforms with a shared measurement standard from the outset.
- 4
Implement and monitor
Campaigns run with budget allocated dynamically based on real-time performance.
- 5
Measure and reallocate
We report performance and shift budget toward what is working, within agreed limits.
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.
FAQ
Questions owners ask before they call.
Not here? More answers, or ask on WhatsApp.
Why is our cost per lead so high?
The platform asked for documents before running our loan ads.
Should we bid on a bank's name, such as HDFC personal loan?
Which financial advertising rules should we check first?
How long is the contract?
How soon will we see results?
Who will actually do the work?
What do you need from us?
What if we are not happy with the work?
From the blog
Further reading for finance and insurance advisers.
7 min read · 21 Sept 2026How to advertise to working womenThe constraint is time, not interest. Buy the commute, the lunch hour and the window after nine at night, and make the response possible without a phone call.
8 min read · 21 Sept 2026How to advertise to working professionalsNo platform sells you a working professional audience. You reach them by place and by hour: the commute, the lunch break, the window after nine at night, and the first ten days after salary.
7 min read · 21 Sept 2026How to advertise to senior citizensRun two campaigns: one to the parent in print and regional television, one to the adult child searching from another city. And never use the urgency that fraud calls taught them to fear.
More for finance and insurance advisers
Everything else we would do for you.
Or start from the overview: sales and marketing for finance and insurance advisers.
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.