GullyPolicy
How It Works

Transition from manual tracking to a complete digital system.

GullyPolicy helps you move from manual tracking to a professional system for leads, customers, policies, renewals, documents, and reports.

01

Register on GullyPolicy

Create your account with your name, mobile number, email, city, and business details.

02

Add Your Agent or Agency Details

Add your business name, agent profile, license or advisor details, experience, office address, service areas, languages, photo, and logo.

03

Select What Insurance You Sell

Choose the insurance categories you offer, such as life, health, motor, travel, home, business, personal accident, or other insurance products.

04

Add Companies You Work With

Select the insurance companies you represent or work with, so they can appear on your website and policy records.

05

Create Your Insurance Website

Your website can show your profile, services, company partners, testimonials, contact details, enquiry forms, and WhatsApp button (e.g. agentname.gullypolicy.com).

06

Track Every Enquiry

Receive enquiries from your website and add leads from calls, WhatsApp, referrals, campaigns, and walk-ins.

07

Create Customer and Policy Records

Add customer profiles, family members, nominee details, policy information, documents, premium details, and renewal dates.

08

Never Miss Important Actions

Use your dashboard to view due follow-ups, upcoming renewals, overdue renewals, pending documents, and claim updates.

Start Simple. Grow Professionally.

GullyPolicy helps you build your digital presence and manage your insurance business from one dashboard.