NAS Associates
Insurance support with a local, customer-first approach from Karthika Tower, Chinnakada, Kollam.
A dependable point of contact for protection planning
NAS Associates serves customers looking for life and health insurance guidance. Our approach is to understand the customer, explain relevant options, support documentation and stay connected for servicing and renewals.
We are building our operations around a structured CRM so every lead, call, conversion, policy, document and renewal can be tracked by the responsible salesperson and reviewed by the manager and administrator.
- Health insurance guidance and renewal support
- Life insurance guidance and customer follow-up
- New customer documentation tracking
- Policy ID and customer search
- WhatsApp and phone follow-up workflow
Organised from first enquiry to renewal
01 · Lead
Capture the source, product interest, assigned salesperson and follow-up status.
02 · Contact
Record calls, outcomes, notes and follow-up requirements.
03 · Conversion
Move confirmed leads into customers and attach policy details.
04 · Policy
Maintain policy ID, insurer, plan, premium, coverage and dates.
05 · Renewal
Track renewal due dates, reminders, confirmation and payment status.
06 · Reporting
Give sales, manager and admin users role-based reports and visibility.