THE SIMAHI PLATFORM
Insurance CRM features.
One connected workspace.
Explore the tools that bring leads, clients, policies, quoting, documents and AI-assisted workflows together.
Client & Lead Management for Insurance Agents
Bring prospect information, client records, family members and communication history together. Keep your relationships connected to the work happening around them.
Explore featureInsurance 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 featureInsurance 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 featureInsurance 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 featureInsurance Quote Comparisons & Sharing
Bring available insurance plans, coverage options and premiums into one quoting workflow. Review results, explore deductibles and share the options through the supported formats.
Explore featureInsurance 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 featureAsk Simahi
Ask supported questions about your CRM information in plain English. Bring the context into focus, review what matters and choose how to move forward with your client work.
Explore featureInsurance Document Management
Organize client and policy documents in the same workspace as your relationship records. Find the relevant file, preview it, download it or manage it with the appropriate permissions.
Explore featureDisclosure Documents & Compliance Workspace
Bring disclosures, supporting documents and compliance requirements into a connected workflow. Use the available templates and checklists to support your own professional process.
Explore featureInsurance Needs Analysis for Client Discussions
Capture the circumstances, existing protection and needs that shape an insurance discussion. Keep the analysis connected to your client information and supporting records.
Explore featureYour Simahi Agent Page
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.
Explore featureSocial Media & AI-Assisted Content for Insurance Agents
Plan social content alongside your business workflow. Prepare AI-assisted drafts or upload your own finished pictures and videos, then review before scheduling or publishing.
Explore feature