GullyPolicy
FAQ

Find answers to common questions about our agent platform.

Find answers about GullyPolicy website, CRM, policy management, renewal reminders, documents, claims, pricing, and setup.

General FAQs

What is GullyPolicy?

GullyPolicy is a website and software platform for insurance agents, advisors, and agencies. It helps you create a professional website, capture leads, manage customers, track policies, upload documents, and follow up on renewals.

Who can use GullyPolicy?

GullyPolicy can be used by LIC agents, health insurance advisors, vehicle insurance agents, financial advisors, independent insurance consultants, and insurance agencies.

Is GullyPolicy only for LIC agents?

No. GullyPolicy supports multiple insurance types including life, health, motor, travel, home, business, personal accident, and other insurance categories.

Is GullyPolicy useful for small agents?

Yes. Individual agents can start with a simple plan and upgrade as their business grows.

Website FAQs

Will I get my own insurance website?

Yes. Every GullyPolicy account includes a professional insurance website.

What can I show on my website?

You can show your profile, services, insurance categories, company partners, testimonials, contact details, enquiry forms, and WhatsApp button.

Can I use my own domain?

Yes. Custom domain support is available in selected plans.

Can customers send enquiries from my website?

Yes. Customers can submit enquiries, request callbacks, ask for quotes, request renewal help, and contact you from your website.

CRM and Policy FAQs

Can I manage leads?

Yes. You can manage leads from your website, phone calls, WhatsApp, referrals, campaigns, and walk-ins.

Can I manage customer details?

Yes. You can store customer profiles, family members, nominee details, documents, notes, and policy history.

Can I manage different policy types?

Yes. GullyPolicy supports category-wise policy management for life, health, motor, travel, home, business, and other insurance types.

Will the policy form change based on insurance type?

Yes. GullyPolicy can support category-specific fields so different insurance products can be managed properly.

Will I get renewal reminders?

Yes. GullyPolicy helps you track upcoming, overdue, and grace period renewals.

Can I upload customer documents?

Yes. You can upload customer documents, KYC documents, policy copies, claim documents, proposal forms, and payment receipts.

Can I manage claims?

Yes. Claim management is available in selected plans.

Can my staff use GullyPolicy?

Yes. Staff users can be added based on your selected plan.

Pricing and Support FAQs

Is there a setup fee?

Setup fee may depend on the plan and level of setup support required.

Can I upgrade later?

Yes. You can upgrade as your business grows.

Are SMS and WhatsApp messages included?

SMS, email, and WhatsApp API charges may be billed separately based on usage.

Do you provide training?

Yes. Basic onboarding and training support is available.

How do I start?

Click Start Now, create your account, choose a plan, and set up your insurance website.

Still Have Questions?

Talk to our team and see how GullyPolicy can support your insurance business.