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Personal branding · Finance and legal

The policy is bought online now, so what you sell is the claim.

Personal branding for an insurance adviser is the visibility of the person a family rings when they have to claim.

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.

A professional shares her expertise in a recorded interview

In one paragraph

Personal branding for an insurance adviser is the visibility of the person a family rings when they have to claim. That matters most in a trade whose reputation was set by other people's mis-selling. GullySales writes and runs it from a regular conversation, inside the approvals your insurer requires.

Also written for

Insurance adviser, Insurance agent, LIC agent, Insurance broker, Insurance advisor.

Where this sits

For insurance advisers and agents

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

  • “The term plan went online and took the easy sale with it”

    A thirty-year-old compares premiums on an aggregator and buys in eleven minutes. They did not need you for that. They will need somebody the night a hospital wants a pre-authorisation approved.

  • “You are carrying somebody else's mis-selling”

    Every prospect has a relative who was sold an endowment policy as a fixed deposit. That conversation happened long before you arrived, and nothing in a brochure answers it.

  • “An agent's advertisement is not the agent's to approve”

    Material naming an insurer or a product generally needs that insurer's sign-off and has to carry the prescribed registration details. The regulator's rules on advertisements by agents and intermediaries are specific, and a breach puts your licence at risk.

  • “The money is in renewals, and lapses happen in silence”

    A policy that stops in year three costs you more than a new case earns. Nobody rings to say they have stopped paying, and by the time you notice it is a revival conversation.

What we do

What we deliver for insurance advisers and agents.

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

  1. A profile carrying your licence details and who you represent

    Your registration, whether you are tied to one insurer or act as a broker, and the lines you actually handle. Stated the way the rules require rather than the way a brochure would.

    Result: A family checking you before handing over a proposal form sees a licensed person, not a phone number.

  2. The interview about a claim you handled

    An hour with you on a claim that was queried and what it took to settle. Names and amounts stay out of it on the call itself.

    Result: The one story in this trade that a reader will actually finish.

  3. Explainers on what a claim really needs

    Which documents a hospital asks for, what a query letter means, how long a reimbursement takes, what a nominee has to produce. No product mentioned anywhere.

    Result: People find you while researching a claim and remember you when they buy.

  4. The insurer approval route built into the calendar

    Anything naming an insurer or a product goes through their compliance team first, with the time for it allowed in the schedule.

    Result: Nothing published that your insurer would ask you to withdraw.

  5. A note the family keeps with the policy

    A one-page written record of what is covered, who to ring and what to bring, prepared for the nominee rather than the policyholder.

    Result: The family calls you first instead of calling a helpline.

  6. Your name findable during a hospital admission

    Your listing, your bio page and your contact details kept current, because the search that matters happens in a waiting room.

    Result: A client's brother-in-law finds you at the moment he needs to.

How the result is measured

  • Enquiries that name you or came through your profile
  • Searches for your name, from Search Console
  • Profile views and connection requests from your industry
  • Speaking invitations, press enquiries and podcast requests
  • Posts published against posts planned, and what held up the rest

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

Read the full personal branding page

How it works

How the work runs for insurance advisers and agents

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

    Work out whether this is even your bottleneck

    The first conversation covers how enquiries reach you today. If the company's own site is the weaker link, that comes first, and we say so.

  2. 2

    Search your own name with you

    We look at what a buyer sees today: every profile, old listing and photograph. Some of it you will want taken down, and some of it only you can take down.

  3. 3

    Agree what you will and will not say

    The subjects you know cold, the ones that belong to your clients, and the lines your regulator or association draws. Written down before anything is published.

  4. 4

    Rebuild the profiles

    The bio page, LinkedIn and the directories that matter in your field, done once and done properly.

  5. 5

    The routine

    Interview, drafts, your approval, publication. The interview is the only part that needs you, and it is the part that cannot be skipped.

  6. 6

    Hand it over

    The subject list, the drafting notes and the calendar are yours. If you would rather keep it running yourself, that is a fair outcome.

Before you hire anyone

The first thing to do yourself.

It costs nothing, and it shows what a buyer sees before they ever call you.

  1. Search your own name and your practice or business name in a private browser window, and list the first ten results.
  2. Open your profile on each major platform and check that the name, photo, description and contact details agree.
  3. Ask two people who recently chose you what they looked up first, and write down their answers.

Judge any provider

What to ask any agency or ghost-writer.

Useful whoever you choose, including us.

  • Who writes my words, and do I approve everything before it goes out?
  • Which of my own details and claims will you need to check with me before publishing?
  • What will you not write because of the rules my profession follows?
  • Whose account do the profiles and the content sit in, and what happens to them if we stop?
  • What do you count as a result, and what will you not promise?

Where this fits

Three pieces of sales work, in this order.

GullySales builds every engagement from three pieces of sales work. This page is not one of them, but the same three steps apply to the business behind it.

  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

    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
Am I even allowed to advertise as an agent?
In general terms the regulator restricts advertisements by agents and intermediaries. Material referring to an insurer or a product usually needs that insurer's approval and has to carry the prescribed registration details, and claims about benefits are controlled. The rules are revised, so your insurer's compliance team gives you the current position before anything is published. It is your licence, and nobody outside the regulator and your insurer can sign it off.
Can I put a claim settlement story on my profile?
Not with the family named, not with the amount, and not without their written consent alongside your insurer's view. The version that works is the process: which documents the hospital wanted, how long the queries ran, what you did on the family's behalf.
Will this bring cases, or only respect?
Both take time, and we report them separately so you can tell them apart. In the early months the change you notice is that people who were referred to you stop hesitating. New enquiries from something you published come later, and if your renewal book is already full we will tell you to leave this alone.
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 what is being changed and how many of the people who matter see it. 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 the work touches, such as your profiles, your website or your accounts, and time with the people who can answer our questions.
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.

Finance and legal

Personal branding for the rest of the finance and legal.

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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.

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