Your professional profile
Show your name, company, services and credentials in one page.
YOUR EXPERTISE, READY TO SHARE
Your insurance Agent Page.
Built into Simahi CRM.
Give prospects one professional place to learn about your services, explore your credentials and contact you. Keep the enquiries connected to the work you manage in your CRM.
BUILT AROUND YOUR INSURANCE WORKFLOW
Useful tools.
Connected to the way you work.
Your media and links
Add your branding, photos, video links and supported social links.
CRM-connected enquiries
Bring submitted enquiries into the CRM lead workflow.
Invited customer reviews
Invite customers to review your service and manage the reviews displayed.
Page activity insights
Review supported visitor, enquiry and quote activity information.
A shareable personal link
Use your page link in social profiles, email signatures and other communications.
A CLEAR PATH FORWARD
From information to action.
- 01
Create your page
- 02
Share your expertise
- 03
Start the next conversation
The Simahi Agent Page is included only with CRM Only ($50 CAD/month) and All-in-One ($135 CAD/month). It is not included with Quote Only or Website + Quote. A separate professional website is a distinct offering. Quote functionality requires the relevant quoting access and configuration.
THE REST OF YOUR CONNECTED WORKSPACE
Keep the journey connected.
LET’S LOOK AT YOUR WORKING DAY
See what a connected
insurance practice can look like.
Explore the platform with a Simahi demo.
Set up and maintain your Agent Page
Follow the Simahi Agent Page video tutorial for step-by-step guidance on branding, services, publishing and reviews.