The Insurance CRM Designed to Convert Leads, Automate Tasks, and Keep Clients Happy

Start your free 14-day trial today. Capture leads, send quotes, automate follow-ups and renewals, all in one system built for insurance professionals.

Start Free Trial See How Quote Tools Integrate

No credit card required. Immediate access.

Simahi CRM Trial

Why Simahi Agent Hub

Simahi CRM is designed specifically for insurance agencies that need structure, automation, and visibility without complexity. From the moment you register, you can begin managing leads, tracking customer activity, setting automated reminders, and generating quotes—keeping you organized and responsive. You get instant access.

What You Can Do Immediately

  • ✅Capture, manage leads and clients in one centralized dashboard
  • ✅Track follow-ups, renewals, and important policy dates
  • ✅Generate policy quotes
  • ✅Schedule tasks and reminders so nothing is missed
  • ✅Send and schedule emails directly from the platform
  • ✅Monitor activity and performance through built-in reporting

Keep Everything When You Upgrade

Everything you set up during the trial remains in place if you choose to upgrade—no rework, no data loss, and no disruption to your day-to-day workflow.

Tip: Use the trial to build your pipeline, set renewal reminders, and test your follow-up system. You’ll see the productivity impact right away.

How the Trial Works

1

Register your account, no payment required

Create your account and start immediately—no credit card required.

2

Get immediate access to the CRM

Log in and begin using the platform right away.

3

Use the platform for 14 days with full functionality

Explore everything you need to run your daily workflow.

4

Upgrade anytime inside the CRM

Switch to monthly or yearly—no disruption and no data loss.

Pricing & Upgrades

At any point during or after your trial, you can upgrade from inside the CRM. You will be offered a monthly subscription option and a discounted yearly subscription option. All billing is handled securely within the platform.

Monthly Subscription

Flexible month-to-month plan for agents who want to start fast.

Upgrade inside the CRM anytime.

Discounted Yearly Subscription

Best value for agencies that want long-term savings and consistency.

Upgrade inside the CRM anytime.

Who This Is For

  • ✅ Independent insurance agents
  • ✅ Small to mid-size brokerages
  • ✅ Agencies looking to reduce manual tracking
  • ✅ Teams that want better renewal visibility and follow-up control

Ready to test it?

Start your free trial today and build a system for leads, follow-ups, and renewals that runs smoothly every day.

Start Your Free 14 Day Simahi CRM Trial

No credit card required. Immediate access.

Start Your Free 14 Day Simahi CRM Trial

Get the structure, automation, and renewal visibility your agency needs—without complexity.

Start Free Trial
No credit card required. Immediate access.