LEAD WITH RELATIONSHIPS. LET YOUR WORKSPACE HANDLE THE DETAILS.Meet your AI workflow
SimahiAGENT HUB

RELATIONSHIPS, IN CONTEXT

Insurance client & lead management.
Keep every next step clear.

Bring prospect information, client records, family members and communication history together. Keep your relationships connected to the work happening around them.

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Simahi insurance CRM dashboard showing lead stages, follow-ups and lead activity charts
Actual product interface · example account data

BUILT AROUND YOUR INSURANCE WORKFLOW

Useful tools.
Connected to the way you work.

01

Client profiles

Keep contact details and business information in an organized record.

02

Family and applicant details

Connect family members and applicants to the client relationship.

03

Notes and activity

Keep useful context and follow-up history close to the client record.

04

Groups and custom fields

Tailor the information and organization to the way your practice works.

05

Imports and exports

Support your record-management workflow with available import and export tools.

06

Connected policy work

Move between client details, policies, documents and related activities.

A CLEAR PATH FORWARD

From information to action.

  1. 01

    Organize the record

  2. 02

    Keep the context

  3. 03

    Follow through

THE REST OF YOUR CONNECTED WORKSPACE

Keep the journey connected.

Insurance Lead Pipelines & Sales Funnels

Organize leads, define useful stages and see where the next conversation is needed. Bring structure to prospecting without losing the relationship behind each opportunity.

Explore feature

Insurance Policy Management & Renewals

Keep policy details, applicants, documents and coverage dates together. Find what you need and support the conversations that continue long after a policy is issued.

Explore feature

Insurance Webforms & Client Information Capture

Create branded webforms that collect the information your practice needs. Organize submissions and connect the enquiry to the customer relationship in your CRM.

Explore feature

Insurance CRM Dashboards & Reports

Turn the information in your CRM into a clearer view of your practice. Explore lead journeys, policy summaries and upcoming activity without losing the context behind the numbers.

Explore feature

LET’S LOOK AT YOUR WORKING DAY

See what a connected
insurance practice can look like.

Explore the platform with a Simahi demo.

Start your free CRM trial