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Insurance agents and advisers · Website

Build a site that says who you advise, what you cover and how to reach you.

A website for an insurance agent is the page a family opens after a recommendation, to confirm that the agent is real, authorised and easy to reach. GullySales works on the structure, the plain pages on cover and the contact route, with a compliance step before anything product-related is published.

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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 website means

A website is the page a customer lands on after searching, clicking an advert or scanning a code, and it decides whether they call or leave. GullySales builds and maintains sites that load quickly, explain the offer plainly and make the enquiry form or phone number easy to find.

Also for insurance agents and advisers

Sales and marketing for insurance agents and advisers, the overview.

Last updated 6 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 agents and advisers

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

  • “The site is checked after the referral”

    Someone recommends you, and the family opens your site that evening. A dated page, a stock photo and a list of every insurer's logo do not answer who you are. A clear page with your name, the areas you serve and the cover you advise on does.

  • “Authorisation details belong on the page”

    A buyer wants to know whom you are authorised to represent. What must be displayed, and in what form, depends on your licence and your insurer, so confirm it with your insurer and your own adviser before you publish.

  • “A quote calculator is the wrong centre”

    Premium calculators compete with aggregators that have far larger budgets. An adviser's site wins by explaining, showing how claims are handled and offering a simple conversation, which a calculator cannot do.

  • “Visitors arrive from a phone”

    The link comes from a WhatsApp message and opens on a small screen. A heavy page that is slow to load loses the visitor before a word is read. Short pages, large text and a visible call button matter more than animation.

What we do

What we deliver for insurance agents and advisers.

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

  1. Site map built around lines of cover

    A structure with a page for each line you advise on, plus about, claim support and contact.

    Result: A visitor finds the cover they want in one step.

  2. About and credentials page

    A page stating who you are, the areas you serve and the authorisation details your insurer and adviser have confirmed.

    Result: The family knows who they are dealing with.

  3. Claim support page

    A plain page describing how you help at claim time and what documents a family should keep.

    Result: A prospect sees how you behave when it matters.

  4. Enquiry form and WhatsApp link

    A short form and a chat link on every page, asking who the cover is for.

    Result: Reaching you takes one tap.

  5. Product page approval flow

    Any page describing a plan or premium routed to your insurer before it goes live.

    Result: Nothing product-related is published without a check.

  6. Privacy and consent wording

    A notice for data collected through the form, reviewed by your own adviser.

    Result: Visitors are told how their details are used.

How the result is measured

  • Page load time
  • Bounce rate
  • Enquiries from the website

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

Read the full website design and development page

Searches your buyers type

Pages an insurance agent's site should carry so a referral can check them.

The site is read after the introduction, to see if the agent is real. Each page answers a doubt and ends at a call.

is this insurance agent genuine
An about page with your name, authorisation details, the insurers you represent and your address. Use only details you can show on paper.
health insurance claim help
A claim support page for existing clients, listing the papers and the insurer's helpline. Promise no result.
insurance for my family
A page per line of cover, in plain words, with an enquiry step on each. Keep the form to name, mobile and what prompted the question.
insurance for my shop or business
A page for traders on stock, building and employee cover. Link to the agent who handles business cover.
talk to an insurance agent on whatsapp
A message button with a prefilled greeting and your hours. Check that it opens on a cheap phone.
privacy and how my data is used
A short page stating what you collect, why and how to ask for deletion. It answers the form's trust test.

Who it is for

This is written for these insurance agents and advisers.

  • Individual life insurance agents tied to insurers
  • Health insurance agents and advisers
  • General insurance agents for motor, home and travel cover
  • Point of sales persons (POSP) working through a broker
  • Corporate agents and small insurance agencies
  • Insurance consultants advising on claims and portfolio reviews
  • Agents focused on SME and commercial cover
  • Family-run agencies handling second-generation clients

Not for

It is not the right fit if.

  • Your insurer already hosts your page and you have nothing of your own to say yet
  • You cannot say which insurers you hold an authorisation for, so a credentials page would be left blank

How it works

How the website 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

    Confirm structure and content

    We agree the page list, what each page must answer, and who supplies the text and photographs, before any design starts.

  2. 2

    Design the templates

    The home page, a service page, a location page and the enquiry page are designed first, on phone and desktop, and shown to you.

  3. 3

    Build and test

    The site is built and checked on real phones and the common browsers. Every form, call button and WhatsApp link is tested end to end.

  4. 4

    Load real content

    Actual copy, images and information replace placeholders. Pages are read through once by you, since you spot wrong details we cannot.

  5. 5

    Check before launch

    Tracking, page titles, the sitemap and the privacy page are checked on the staging site. If an old site exists, its addresses are mapped so old links still land somewhere.

  6. 6

    Launch and hand over access

    The site goes live and we record the domain, hosting, content login and analytics in your name. The first live enquiry is traced to confirm tracking works.

Where this fits

Three pieces of sales work, in this order.

This work sits inside sales process design, at stage 1, prospecting and lead generation. The audit comes before it, and sales management keeps it running.

  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 · you are here

    Sales process design

    One written way to sell, from first enquiry to repeat order.

    Start here if every salesperson sells differently.

  3. Step 3

    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
Do we need our own site if the insurer gives us a page?
The insurer's page carries the insurer's brand and rules. Your own site carries your name and your explanations. The two can sit together, and the second is the one that builds your practice.
Can the site show a plan's premium or benefits?
Anything describing a plan's benefits or premium is advertising and goes to the insurer first. Rules differ by profession and state, so check with your insurer's compliance team and your own adviser.
What should the homepage say?
Who you advise, in which areas, on which kinds of cover, and how to ask a question. Leave out claims about returns or rankings. The homepage should answer the family's first doubt about whether you are real.
Can the website show a plan's premium?
Avoid showing a premium or benefit on your own pages unless the insurer has approved that exact wording. A figure goes stale and reads as an offer without conditions. Link to the insurer's own illustration instead, and ask your insurer how it wants a product described.
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.

From the blog

Further reading for insurance agents and advisers.

All articles

More for insurance agents and advisers

Everything else we would do for you.

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

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