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GullySystem
Finance and insurance · Software for general insurance agents

Keep renewals, quotes, claims and payouts across insurers in one book.

General insurance agents track renewals in a spreadsheet of expiry dates spread across insurer portals, with quotes and claim papers on WhatsApp. The agency software keeps every policy, endorsement, renewal date, claim and commission entry in one book across insurers. Motor renewal reminders go out before expiry, and each claim has one owner and one file. Commission is checked against insurer statements.

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At a glance

You sell motor, health, shop, fire and marine policies across several insurers. Your income depends on customers renewing year after year, on a date you must remember before they do, which is easier to protect with a list than with memory.

Each insurer portal holds its own slice of your book. No portal gives you the whole list sorted by expiry date.

How the work runs today

A customer wants a car policy renewed. You collect the registration certificate, the previous policy and the no-claim bonus position, pull quotes from three insurers, send the comparison on WhatsApp, and issue on the chosen portal after payment. A policy already lapsed becomes an inspection case, and cover waits for the report.

Health and group medical policies bring more work: member lists, pre-existing conditions, endorsements when somebody joins mid-year, and claims, each with its own paperwork and timeline. A hospital calls about a cashless approval, a claims administrator wants a discharge summary, and a surveyor has not called back.

Commission and brokerage arrive from each insurer at different times, and the rate differs by product. Matching them to policies sold waits for a quiet month.

Where it breaks

What goes wrong for general insurance agents without a proper system.

Renewals slip past expiry

Expiry dates sit in a sheet that someone must remember to open. A lapsed motor policy costs the customer the no-claim bonus built over years, and often costs you the customer as well.

Quotes take too long to compare

Logging into three portals and retyping vehicle details is slow. Meanwhile the showroom sells its own policy first.

Endorsements are forgotten at renewal

A mid-year addition sits on its own PDF, and next year’s quote starts from the old policy. The customer corrects you.

Claim follow-ups have no owner

The customer calls you, and without a claim log you cannot say what went to the claims administrator or when. Nobody owns the next call.

Payouts do not match what was sold

Rates differ by product and insurer, and a short payment across hundreds of policies adds up over a year. Nobody notices it.

What the software does

What we would build for general insurance agents.

Named the way your team already talks about the work. We start with whichever part the audit shows is costing you most.

Renewal calendar across insurers

List every policy by expiry date, with WhatsApp reminders at set intervals and a daily call list for staff.

Quote comparison sheet

Enter vehicle or member details once, add premiums from each insurer beside them, and send a clean comparison.

Policy and endorsement record

File the client, the vehicles or members, policy PDFs and every endorsement in one place, so the next renewal starts from the full record.

Claim tracker

Record each claim with documents sent, administrator or surveyor contact, next follow-up date and current status.

Payout reconciliation

Compare expected commission per policy with what the insurer or broker paid, list the gaps, and give your accountant the figures from the reports.

Policy and identity document vault

Hold proposal forms, policy copies, vehicle registration books and identity papers against each client, found by name or vehicle number.

Before you talk to a supplier

A requirements checklist for general insurance agents.

What to cover, which reports to ask for and what to put to every vendor, ready to print or save as a PDF.

Open the checklist
Ready product

A product already built for general insurance agents.

It is adapted to how your business works before it goes live, and anything your trade needs that it lacks is added then.

General Insurance Agency Management Software

An insurance CRM with client and policy records across insurers, renewal dates, claims follow-up, premium receipts and commission or brokerage statements.

See the product
More products

Other products in the same sector as general insurance agents.

Solutions inside

The business modules general insurance agents use most.

Each one is also available on its own, or inside a system built for you.

All solutions by area

AI by department

Where AI can help general insurance agents.

Each one reads records you already keep, and a person approves every decision.

Services

The services behind it.

Business Process Automation

Approvals, reminders, follow-ups and reports that run on their own instead of on someone remembering.

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ERP, CRM and Business Software Implementation

One record of stock, orders, customers and accounts, set up so your team opens it every day.

Learn more

Custom Software and Product Engineering

Software built around how your business actually runs, when nothing off the shelf fits without workarounds.

Learn more

Cybersecurity and Application Security

Logins, roles, backups and data exposure checked, so a staff exit or a lost phone is not a crisis.

Learn more

All our other services

Guides

Written for general insurance agents.

Practical notes on running the business, not product marketing.

A Month-End Routine for a General Insurance Agency

A month-end checklist for multi-insurer general insurance agents: match commission statements, assign next month’s expiries, chase claims and close receipts.

Learn more
How it works

How the work runs from Bengaluru for your city.

  1. 1

    The audit, by call

    A screen-share and a look at the sheets, accounting reports and WhatsApp groups your team uses. No travel needed.

  2. 2

    A written proposal

    Scope, what we build first and the cost, agreed in writing before anything starts.

  3. 3

    Build in short rounds

    Working screens shared every few weeks. Your team tests them from your own office.

  4. 4

    Go-live, in person when it helps

    For data migration and training we can come to your city. Travel is agreed in advance.

  5. 5

    Support online

    Fixes, changes and hosting handled remotely by the same team that built it.

Our work in this sector

Software we have built and run in this sector.

Published with the client’s agreement, with what was built and what changed.

All case studies
Microfinance and Self Help Groups

Vikasa RDO: making SHG loan recovery auditable

Loan proposals, recoveries and commissions sit on one record, with a person attached to every state change, so a business handling a bank’s money can show where each rupee went.

Read the case study
Common questions

Questions general insurance agents ask before they call.

Will it connect to insurer portals directly?

Not by default. Any link depends on what an insurer offers, and that is checked during scoping. Elsewhere your staff record the policy details and store the PDF with the client.

Can sub-agents log in and see only their own clients?

No. Logins are for your own staff, who work from one shared client list. A sub-agent hierarchy with its own client view and payout split is not part of this product.

How are customers’ health details protected?

They are stored against the client in the document vault, not on staff phones. Limiting them to assigned staff is built around the product during implementation. No insurance regulator approval is claimed for the software.

Is a spreadsheet enough for a small agency?

Yes, with a small book and one person minding it. Software starts to pay when staff make renewal calls on your behalf, or the book outgrows one person’s memory.

How is an insurance agency system quoted?

Staff, sub-agents with limited views, insurers dealt with and the policy book to load set the scope. Reminder messages and a claim tracker are separate parts. We read the renewal sheet and show screens. A quotation with separate lines closes it. Short, plain.

What should the agency prepare?

The renewal spreadsheet, a sample motor policy and a health policy, a claim file, the commission statements from insurers and an endorsement list. A senior agent and a colleague from accounts should check screens. Short sessions work.

Does the agency keep policy and client data if it leaves?

Yes. The policy book, claims and commission entries are the agency’s, as is the programme. They export as plain tables on request. The same builders keep supporting it. Health details stay on servers you can choose.

What happens after I share my requirements?

An engineer reads what you send and replies within one business day. We then look at the software, spreadsheets and WhatsApp groups your business runs on today and write down what works, what slows your team down and what is missing. A demo login, a screen-share or a few screenshots are enough. You get a short written summary ordered by priority, with no obligation to hire us afterwards.

How much will the software cost?

We don’t publish a price, because it depends on what the system has to do. That first review settles the scope, and the cost goes into a written proposal before any work starts.

In Bengaluru

Bengaluru areas with many general insurance agents.

Related

Related industries.

Category

Part of these wider groups.

Talk to us

Tell us how your business runs today.

A few lines on your spreadsheets, software and WhatsApp groups is enough. We reply the same working day.

What happens after you share your requirements

  1. A senior engineer reads your answers. Nobody phones first.
  2. Within one business day you get a written note: what we understood, what we would start with, and the questions we still have.
  3. If it fits, a proposal follows with the order of work, what we need from you and what you receive at each step.
  4. No call is booked and nothing is paid until you have read the note. Your details stay with us.

Start with your requirements

Seven short steps that tell us what you need. A senior engineer reads them before anyone gets in touch.

Share your requirements