Run a professional agency
using smart built-in tools.
From website creation to policy renewals, GullyPolicy gives insurance agents one simple platform to manage leads, customers, policies, documents, claims, follow-ups, and reports.
Leads
18Renewals
42Claims
7Tasks
26Create Your Own Insurance Website
Build a professional website for your insurance business without technical work. Add your profile, services, insurance companies, testimonials, contact details, enquiry forms, and WhatsApp button.
Ramesh Kumar Wealth Solutions
Serving over 500+ families with customized life, health and auto coverage options.
Capture and Manage Every Insurance Enquiry
Track leads from your website, phone calls, WhatsApp, referrals, social media, campaigns, and walk-ins in one dashboard.
Keep Customer and Family Details in One Place
Create complete customer profiles with contact details, family members, nominee details, insurance needs, documents, notes, and policy history.
Manage Different Policies with the Right Fields
Life insurance, health insurance, motor insurance, travel insurance, and business insurance all need different information. GullyPolicy supports category-wise policy forms so agents can capture the right details for every policy.
Never Miss Important Policy Renewals
View upcoming, overdue, and grace period renewals. Track follow-up status, payment status, and renewal outcome.
Organize Customer, Policy, and Claim Documents
Upload and manage customer documents securely. Link documents to customers, policies, renewals, and claims.
Track Claim Support Requests
Help customers with claim support by tracking claim requests, document requirements, claim status, notes, and settlement details.
Star Comprehensive Cover - Requested ₹45,000 reimbursement for Amit Patel hospital discharge.
Know What to Follow Up Today
Create tasks for leads, customers, policies, renewals, and claims. Track due dates and missed follow-ups easily.
Stay Connected with Customers
Communicate with customers through WhatsApp, calls, email, and SMS. Use templates for enquiries, document requests, policy updates, renewals, and claims.
"Dear Amit, your LIC Tech Term policy renewal of ₹12,000 is due on 28th June. Click below to pay."
Understand Your Insurance Business Clearly
View simple reports for leads, customers, policies, renewals, claims, documents, staff, and insurance companies.
Run Your Insurance Business from One Platform
Website, CRM, policy tracking, renewals, documents, claims, and reports - all in GullyPolicy.