“We buy thousands of leads. Our call centre reaches few.”
Add qualifying questions before the form and offer a call-back slot. Our lead generation work reports issued policies by source.
Home / Industries / BFSI / Insurance
Industry · BFSI · Insurance
Marketingfor insurance
Since 201565+ in-house teamKolkata office, 5 team bases
Leads your call centre can close and renewals that stay, planned inside the insurance regulator's (IRDAI's) rules from the first brief.
A strategist calls you in one working day.
/ 01 Marketing for insurance
People buy the policy.They judge it at the claim.
People buy a policy once and judge it years later, at a claim or a renewal, so a lead is only the start. PromotEdge plans marketing for insurance companies, brokers and agent networks, on term, health and motor cover.
The aim is leads your team can close, more issued policies and more renewals, not just more forms filled. Our servicing team is based in cities across India.
Who sells changes the plan. An insurer needs a trusted name. A broker sells advice and choice. Agents and POSPs (point of sales persons, trained to sell simple ready-made policies) sell face to face, in their own town.
Insurance sits inside BFSI (banking, financial services and insurance). Selling through a bank or an app? See marketing for banks and fintech marketing.
- 2015working with Indian brands since
- 65+in-house team: strategy, creative, media and tech
- 4pillars under one roof: strategy, advertising, digital, on-ground activation (BTL)
- 6cities: head office in Kolkata, teams in Mumbai, Delhi, Bangalore, Guwahati and Bhubaneswar
/ 02 Services
Services forinsurers, brokers and agents.
All 8 services in one place. Tap one to see how it works.
BFSI marketing
The wider plan for insurers and banks.
Leads that get issued
Leads your call centre can close.
Google Ads for insurance
Search ads for real needs.
Google AdsSEO for financial services
Search engine optimisation (SEO) pages cleared with compliance.
GoogleRenewals on WhatsApp
Reminders timed to each expiry.
WhatsAppAgent and POSP recruitment
A careers page and local-language ads.
FacebookInstagramAdvertising for insurers
Regional TV, radio and newspapers.
Agent and distributor meets
Award nights and training meets, through the PromotEdge group.
Our beliefWe can't do magic alone. The more involved you are, the faster you see results.
/ 03 Checklist
Brand basics checklist
Tick what you already have. The rest is where we can help.
The basics
11 items
- Logo and brand guidelinesOne set of logo files and a one-page guide to colours and fonts.
- Domain and business emailyourname.com and name@yourname.com, not a free mail address.
- A website that works on phonesFast, secure, with Call and WhatsApp buttons.
- Google Business ProfileCorrect name, hours, photos and category.
- WhatsApp BusinessCatalogue, quick replies and an away message.
- Social media handlesThe same name on each platform you use.
- Business cardsName, role, phone, email and website.
- Letterhead and invoiceYour legal name, address and tax details, with your logo.
- Company profile or brochureOne document you can send on WhatsApp.
- SignageMatches your logo and your Google listing.
- Photos and short videosReal work, real people, real premises.
For insurers, brokers and agents
6 items
- Insurer's registered name with its trade name or logo on every adIRDAI regulations, 2024, reg 27(2).
- The product's UIN on every product adIRDAI master circular, 5 Sept 2024, Section 1 Part A, 3(ii).
- The insurer's written approval for each distributor adIRDAI regulations, 2024, reg 28.
- Consent before sharing proposal-form detailsIRDAI regulations, 2024, reg 15(2).
- Promotional calls from the 140 seriesTRAI Press Release 11/2025, 12 February 2025.
- An agent's Google profile in their own nameGoogle: insurance agents are individual practitioners.
/ 04 The insurance playbook
What you need,and how we do it.
| What you need | What we do | Service |
|---|---|---|
| Leads your call centre can close | Qualifying questions, call-back slots and issued policies by lead source. | Conversion rate optimisation |
| Motor and health renewals on time | Reminders timed to each expiry. For health, the first reminder lands over 60 days ahead, before customers can switch insurer. | WhatsApp reminders |
| Trust before the claim | Plain claim guides and short films. IRDAI asks health insurers to decide a cashless request within one hour. | Explainer videos |
| Agents and POSPs who join and keep selling | Recruitment ads, a careers page and an insurer-approved creative kit. | Meta ads |
India's insurance market is big and still thin per person. Health is now the largest line outside life.
Marketing for insurance in depth
The market in FY2024-25
In FY2024-25 the sector issued 41.84 crore policies (a crore is 10 million) and collected premiums of ₹11.93 lakh crore. Insurance penetration, premiums as a share of the economy, was 3.7 percent. Health insurance is now 41 percent of non-life premium, ahead of motor.
Source: Press Information Bureau, Backgrounder: Insurance for All, Expanding Coverage, Strengthening Social Security, posted 23 Apr 2026, read 10 Oct 2026 (https://www.pib.gov.in/PressReleasePage.aspx?PRID=2254950)
How buyers decide
Our view: term cover is a slow family choice judged on price and the insurer's name. Health cover is bought out of fear of a hospital bill, and motor in the last days before the old policy ends. Buyers drop out when a call comes too late, too often or in the wrong language.
What you can do, and what is not ours
You can fix call-back speed, keep one list with one owner per lead and record each opt-out once. You can ask your insurer for an approved kit. We cannot sell or advise on cover, set premiums or approve an ad, and we promise no claims or returns. Your insurer and compliance team decide those.
How we would deliver, and why each step
We start from leads, contact rate, issued policies and renewals by source, because cost per lead alone misleads. We test one product and one region for a quarter, because small tests are cheap to fix. We build the approved kit first, because every distributor ad needs sign-off.
Bodies to know
General Insurance Council: its members include general, health and reinsurance insurers, and its site gives its purpose as protecting the interests of policyholders.
Life Insurance Council: an industry body whose site carries consumer guidance, industry statistics, regulations and awareness campaigns. It says it does not sell insurance.
Source: Official sites of each body, read 10 Oct 2026
Not sure whether renewals or recruitment comes first? Let's look at your numbers together. Compare your numbers
/ 05 What usually gets in the way
What gets in the wayand the way through.
“The same customer gets several calls a day, then blocks us.”
Keep one list, one owner per lead, one call window, and record each opt-out once.
“Buyers pick the lowest premium on a comparison site.”
Compete on what a price table can't show: advice, a named person, help at claim time. Content marketing turns your claim process into plain explainers.
“We notice renewals leaking only after policies lapse.”
Start reminders weeks before the due date, to customers who agreed. Marketing automation sends them by WhatsApp, SMS and email.
“We need many more agents and POSPs, and new ones stop selling.”
Treat recruitment as marketing. Employer branding shows what the job involves, in the local language.
“Our agents want to post, but every post needs approval.”
Build a kit of posts approved once by the insurer, for agents to share on social media. IRDAI (the insurance regulator) wants a distributor's ad approved in writing first.
“Our ads are in English. Most of our buyers are not.”
Plan local-language campaigns, with every disclosure checked in that language.
Does your call centre sound like one of these? Tell us which, and we'll tell you where we'd start. Show us your leads
/ 06 Cost
What affects the cost of marketing for insurance.
No price list. These things move the number.
We don't publish a price list. We quote after a free 30-minute strategist call. Media and production are billed at actuals.
What affects the cost
- Products. Term, health and motor each need their own message.
- Renewals and recruitment. Reminder journeys, and how many agents or POSPs you need.
How we quote
- A free 30-minute strategist call
- We study your leads, then send a one-page plan
- A written quote follows within 2 working days
What you get in the quote
- The pilot plan
- Media and production, item by item
How it is billed
| Way of working | When it fits |
|---|---|
| Pilot quarter | Timeline confirmed in the quote |
| Monthly retainer | Minimum 3 months, 30 days' notice to stop |
| Media at actuals | You approve every rate |
Ask every agency to report issued policies, not just cost per lead.
/ 07 Rules that shape insurance marketing
IRDAI, TRAI and the data law, in plain words.
IRDAI sets the rules for ads, TRAI (the telecom regulator) for calls and messages, and the data law for customer data.
Ads must be fair and true. They must reflect risks, not hide exclusions or use illegible text, and show the insurer's registered name with its trade name or logo. Social posts count.
Product ads carry the UIN, the product's unique ID number.
Distributors sell the insurer's product. Their ad must not look as if the policy is theirs, and needs the insurer's written approval first.
Customer data needs consent. Proposal-form details can't go to a third party without explicit consent. The Digital Personal Data Protection (DPDP) Rules, 2025 ask for clear consent notices. People may withdraw consent at any time.
Sales calls follow TRAI's rules. Promotional calls use the 140 series, not ordinary 10-digit numbers. Consent in an ongoing transaction lasts 7 days. After an opt-out, no new request for 90 days.
Your compliance team signs off every piece. This is general guidance, not legal advice.
/ 08 What happens next
What happensafter you ask.
For projects we think we can help, this is how it goes.
- 01
A strategist calls you
In one working day: a 30-minute call with one of our strategists about your business and what is not working.
- 02
You get a 1-page plan
A short, honest plan: what to fix first and what we would do. It is free.
- 03
A quote, if you want one
If you want to go ahead, we send a quote within 2 working days.
We confirm the timeline in the quote. Contracts start at 3 months, with 30 days' notice to stop.
Keep exploring
Related pages.
The expertise that fits your business, and the places we work.
BFSI
Goes well with
Related industries
Tell us what’s not working. We’ll send you an honest one-page growth plan, free.
What people say
In their own words
What clients told us after working with PromotEdge.
“PromotEdge and their team did an excellent job with our website. They engaged with every team member, understanding their needs with great patience before collating them into a user requirement and a design spec. …”
Bimal ShahExecutive Director at Fine Organic Industries Limited“PromotEdge has been working with our organization for social media management and other creative activities. They are responsive, supportive and hard working. We look forward to a long and positive relationship with them.”
Medha SharmaStrategic Head at TATA Metaliks“PromotEdge has been a unique creative group amongst unique creativity world. …”
Rajat ChatterjeeHead Business Development at Birdman Chemeng Pvt Ltd.“An aligned partner is always a welcoming step. Someone who can think deep through lines, understand the matrix of product management. Fortunate enough, PromotEdge has been a partner in progress for me. …”
Bobby SrinivasChief Manager Marketing & Brand Marketing at Utkarsh India“We are thoroughly impressed with the extensive knowledge and professionalism demonstrated by PromotEdge. Their adept management of our digital and creative requirements has significantly contributed to our satisfaction with their digital marketing services and expertise.”
Rahul MishraAssistant Manager Digital Marketing & Ecommerce at Magik Lighting“We have been working with PromotEdge for almost a year. We have engaged them to manage our Digital marketing campaigns and are impressed with the outcome. …”
Shubham GadodiaDeputy Brand Manager at Shyam Metalics Group“I really want to thank Sayantan and his team from PromotEdge because what I find good in them is that, the team. When the team is wonderful, the outcome will definitely be wonderful. …”
Abhijit BhattacharyaFormer Captain Indian VolleyBall Team; and Founder of Brahmaputra Volleyball League“PromotEdge is one of the most hard working creative agency that LISTENS ! Do I need to say anything more ?!!!! …”
Harsh GuptaManaging Director at Rishta Foods“I would just like to congratulate, PromotEdge Led by Sayantan and his Team who have done an absolutely fantastic job of branding for the Kolkata Thunderbolts, the Branding, the social media campaign was bang on, and I think …”
Joy BhattacharjyaCEO at Prime Volleyball League“I am delighted with the successful launch of our new website, thanks to the exceptional support from PromotEdge. …”
Mom MitraMarketing Head at Ilead“I commend PromotEdge as a content and advertising partner. I applaud their top-notch team, swift problem-solving, and outstanding digital media work for my brand. I express my happiness and eagerness for a long-term partnership.”
Priyanka GuptaDirector at Nitya Gold & Diamonds“PRAN & PromotEdge have been working together for last 1.5 years. Throughout, the work experience is good and satisfactory. As a client, we found PromotEdge very professional and dedicated towards any project assigned to them. …”
Sharif Rezwan KabirBrand Manager at PRAN RFL Group“As a progressive and emerging digital marketing company, PromotEdge is doing something right to enhance the experience of companies associated with them. …”
Anish Basu MallikMarketing Executive at Unimark Group“Hi, my name is Hitesh Malhotra. I'm working in FIVB. We are working with PromoteEdge (with Team Sayantan). I would like to give you a brief detail. …”
Hitesh MalhotraSports Development at Fédération Internationale de Volleyball - FIVB“Working with PromotEdge has been an enriching experience for ABP at many different levels. Your understanding of the digital space, customized brand solutions and prompt servicing have helped us achieve our brand goals with so much ease. …”
Satabdi SahuLead - Brand and Content at ABP Education“The PromotEdge Agency stay with us all these 3 days, since when we arrived..more, more than 3 days. Since in the airport, they stayed together with us (FIVB team). …”
GibaBrazilian Former Volleyball Player“In the city of Kolkata , there are very few full service advertising agencies which are compact, agile, quick and yet have the vision and creative /executional abilities of large reputed agencies. …”
Hardeep SinghMarketing ConsultantIndependent view“It’s a great way to be back at PromotEdge. …”
Priyam GhoseContent Creator
Insurer, broker or agent network?
Tell us where your leads go cold.We'll show you where the policies are.
Straight answers.
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Ask every agency, including us, four things. Will you report issued policies and renewals, not just leads? How do you record consent before a sales call? Can you work in our customers' languages? How will agents' posts get approved, and how fast?
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It depends on your products, lead volume, renewal work, recruitment and languages. Media and production are billed at actuals, and you approve each rate. We don't publish a price list. You get a written quote within 2 working days of the first call.
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IRDAI's 2024 regulations say ads must be fair and true, reflect risks and not hide exclusions. An insurer shows its registered name with its trade name or logo, and product ads carry the UIN. A broker's or agent's ad, including social posts, needs the insurer's written approval. This is general guidance, not legal advice.
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A POSP is a point of sales person. For life insurance, IRDAI's rules say a POSP must be at least 18 and have passed class 10. They finish 15 hours of training, pass an exam, and sell only simple products such as pure term plans. This is general guidance, not legal advice.
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Start small. Google counts insurance agents as individual practitioners, so an agent can have a Business Profile in their own name. Add a simple page, a WhatsApp button and posts the insurer has approved. Then ask happy customers for reviews and referrals.