1
00:00:00,000 --> 00:00:03,680
Welcome to this complete guide
to managing your Simahi Page.

2
00:00:03,940 --> 00:00:07,400
We will build and maintain
an agent profile, from your

3
00:00:07,400 --> 00:00:09,380
introduction and images to publishing,

4
00:00:10,100 --> 00:00:11,100
reviews and statistics.

5
00:00:11,540 --> 00:00:15,140
This video uses a fictional
demonstration workspace, and

6
00:00:15,140 --> 00:00:16,700
the narration is AI generated.

7
00:00:17,400 --> 00:00:21,060
No live agent details are changed
and no customer messages are sent.

8
00:00:22,000 --> 00:00:25,260
Sign in to your own Simahi CRM account, then open

9
00:00:25,260 --> 00:00:28,700
your page-management screen at crm dot simahi dot

10
00:00:28,660 --> 00:00:30,380
com slash manage.

11
00:00:30,380 --> 00:00:33,180
You can also reach it from
your public-profile settings.

12
00:00:34,140 --> 00:00:35,300
Agents manage their own page.

13
00:00:35,960 --> 00:00:37,860
An administrator can select an agent first.

14
00:00:38,580 --> 00:00:40,900
If you see a sign-in prompt, use your own account

15
00:00:41,460 --> 00:00:43,300
rather than a shared or impersonated session.

16
00:00:44,220 --> 00:00:47,040
Your page manager shows the
profile as visitors will see

17
00:00:47,040 --> 00:00:49,580
it, with pencil icons on the sections you can edit.

18
00:00:50,080 --> 00:00:53,600
The top bar provides Preview
Page and Publish Profile.

19
00:00:54,460 --> 00:00:56,980
Inside the editor you can
switch between your profile,

20
00:00:57,980 --> 00:01:00,700
statistics, review management and enquiry policies.

21
00:01:01,640 --> 00:01:03,660
Saving a draft and publishing are separate steps.

22
00:01:04,460 --> 00:01:07,500
A saved change does not automatically
replace the public page.

23
00:01:08,400 --> 00:01:10,560
Start with the pencil beside your name.

24
00:01:11,460 --> 00:01:14,420
Choose Name to update your full
name, or Professional Title

25
00:01:14,420 --> 00:01:15,500
to change your role.

26
00:01:16,240 --> 00:01:18,940
Keep these accurate and easy
for clients to recognize.

27
00:01:19,580 --> 00:01:22,320
In this demonstration, Alex Morgan is fictional.

28
00:01:23,280 --> 00:01:24,540
Save each section when you finish.

29
00:01:25,180 --> 00:01:28,720
Use the same controls to correct
spelling or update your title later.

30
00:01:29,560 --> 00:01:32,860
Next, edit the About section
headline and your introduction.

31
00:01:33,680 --> 00:01:36,800
A useful introduction explains
who you help, what you help

32
00:01:36,800 --> 00:01:38,820
with and what working with you is like.

33
00:01:39,700 --> 00:01:41,300
Use short paragraphs and plain language.

34
00:01:42,160 --> 00:01:43,680
Add only experience you can support.

35
00:01:44,660 --> 00:01:47,220
Save each section, and remember
that these are still draft

36
00:01:47,220 --> 00:01:49,100
changes until you publish them.

37
00:01:50,180 --> 00:01:53,300
Edit Company Details to add your
business name and description.

38
00:01:54,000 --> 00:01:58,040
In Contact Details, check your email,
phone number, website and location.

39
00:01:58,520 --> 00:02:00,960
You can add an approved booking link if you use one.

40
00:02:01,780 --> 00:02:05,180
These details help visitors
contact the right person, so review

41
00:02:05,180 --> 00:02:06,600
them carefully before publishing.

42
00:02:07,380 --> 00:02:10,460
The contact information shown
here is sample data only.

43
00:02:11,880 --> 00:02:13,720
Set your office hours and timezone.

44
00:02:14,540 --> 00:02:17,500
Select the timezone that applies
to your business, then choose

45
00:02:17,500 --> 00:02:19,660
opening and closing times for each day.

46
00:02:20,560 --> 00:02:22,400
Mark days closed when you are unavailable.

47
00:02:23,420 --> 00:02:25,480
Check the times for every day before saving.

48
00:02:26,380 --> 00:02:30,580
Clear office hours help visitors
understand when they can expect a response.

49
00:02:32,160 --> 00:02:34,040
Choose the services you actually offer.

50
00:02:34,760 --> 00:02:39,220
The editor includes insurance categories
such as Visitor to Canada, Super Visa,

51
00:02:40,140 --> 00:02:44,100
travel, life and critical illness, and also
allows additional service descriptions.

52
00:02:44,980 --> 00:02:48,640
Then update Languages so visitors know
how you can communicate with them.

53
00:02:49,360 --> 00:02:53,020
Include only services and languages
that genuinely apply to your practice.

54
00:02:54,200 --> 00:02:56,960
Open Service Areas from the
profile highlight section.

55
00:02:57,760 --> 00:03:00,760
Add the cities, regions or
provinces you genuinely serve.

56
00:03:01,520 --> 00:03:04,820
Keep the list useful and consistent with
your licensing and business coverage.

57
00:03:05,860 --> 00:03:09,660
Our demonstration lists places such
as Toronto, Mississauga and Ottawa.

58
00:03:10,460 --> 00:03:12,640
Save the list and check how it wraps on the profile.

59
00:03:13,520 --> 00:03:17,720
Use the image pencils to manage your
portrait, cover banner and company logo.

60
00:03:18,360 --> 00:03:20,700
In the image picker, choose
an existing image from your

61
00:03:20,700 --> 00:03:22,700
library or use Upload New.

62
00:03:23,540 --> 00:03:27,180
The platform accepts supported
JPEG, PNG and WebP images.

63
00:03:28,120 --> 00:03:30,680
Review the crop so a face or logo is not cut off.

64
00:03:31,700 --> 00:03:33,840
Uploading or selecting an image updates your draft;

65
00:03:34,580 --> 00:03:35,620
publish when the result is ready.

66
00:03:36,660 --> 00:03:39,820
The Photos and Videos section
can show supporting images and

67
00:03:39,820 --> 00:03:40,820
approved video links.

68
00:03:40,820 --> 00:03:44,440
Use relevant photos, write
helpful captions and descriptions,

69
00:03:44,960 --> 00:03:47,620
and avoid images you do not have permission to use.

70
00:03:48,160 --> 00:03:49,520
You can reuse, edit,

71
00:03:50,260 --> 00:03:52,520
remove or delete images through the image workspace.

72
00:03:53,440 --> 00:03:55,560
Removing an image from the draft and deleting it from

73
00:03:55,560 --> 00:03:57,020
the library are different actions.

74
00:03:57,720 --> 00:04:00,000
The gallery supports up to five photos.

75
00:04:01,080 --> 00:04:05,440
Add genuine licences and professional
credentials in their dedicated section.

76
00:04:06,380 --> 00:04:08,160
Review the name, issuing organization,

77
00:04:08,880 --> 00:04:12,440
jurisdiction, public licence number
and expiry date where relevant.

78
00:04:13,560 --> 00:04:16,520
Never invent credentials or
use someone else's licence.

79
00:04:17,160 --> 00:04:19,480
Our fictional example leaves this section empty.

80
00:04:20,140 --> 00:04:23,100
You may also provide an image for
a credential when appropriate.

81
00:04:24,140 --> 00:04:28,560
In Quote Options, select the approved
automated products you want to show.

82
00:04:29,420 --> 00:04:33,260
Visitor to Canada, Super Visa
and travel have quote flows.

83
00:04:34,160 --> 00:04:37,720
Life and critical illness remain
contact enquiries on profiles.

84
00:04:38,940 --> 00:04:41,980
Review any insurer purchase links
in the Purchase Links section

85
00:04:41,980 --> 00:04:44,220
and use approved destinations.

86
00:04:45,400 --> 00:04:49,960
Test your published page with appropriate sample
information before sharing it with clients.

87
00:04:51,160 --> 00:04:53,640
Open Enquiry Notice and Policies.

88
00:04:54,540 --> 00:04:57,540
Check the notice visitors see
when submitting an enquiry, and

89
00:04:57,540 --> 00:04:59,920
add the correct privacy-policy and terms links.

90
00:05:00,740 --> 00:05:03,260
The wording should explain how
you use enquiry information.

91
00:05:04,080 --> 00:05:06,180
Do not add unnecessary personal-data requests.

92
00:05:07,080 --> 00:05:12,300
Save your changes, and confirm that policy
links open the intended pages. After editing,

93
00:05:13,060 --> 00:05:16,140
wait for the saved status and
check for any validation messages.

94
00:05:16,980 --> 00:05:22,180
Use Preview Page to review the draft in a
separate view. Check the portrait, banner,

95
00:05:23,020 --> 00:05:25,220
contact details, service areas and gallery.

96
00:05:25,860 --> 00:05:28,160
Also review the page at a smaller screen width.

97
00:05:28,160 --> 00:05:31,260
If a preview tab does not open, check whether your

98
00:05:31,260 --> 00:05:32,440
browser blocked the popup.

99
00:05:32,980 --> 00:05:37,920
When the draft is ready, select
Publish Profile. On first publication,

100
00:05:38,660 --> 00:05:40,360
review the proposed public page address.

101
00:05:41,160 --> 00:05:44,580
Choose a clear, professional slug
and check it carefully: after

102
00:05:44,580 --> 00:05:46,500
publishing, that address is permanent.

103
00:05:47,360 --> 00:05:48,680
Confirm publication in the dialog.

104
00:05:49,420 --> 00:05:53,780
Your page becomes available at simahi
dot com followed by your agent slug.

105
00:05:54,760 --> 00:05:58,100
Publishing also prepares the page's
search metadata and sitemap entry.

106
00:05:58,800 --> 00:06:02,480
To change an existing page, edit and save the draft,

107
00:06:03,240 --> 00:06:05,440
preview the result, then publish the changes.

108
00:06:06,900 --> 00:06:08,400
Updates use the same permanent address.

109
00:06:08,980 --> 00:06:11,720
If you need to take the page offline, use Unpublish.

110
00:06:12,480 --> 00:06:16,140
Your draft remains saved so you can
review and publish it again later.

111
00:06:17,440 --> 00:06:21,260
Always check the visible publication
status after making either change.

112
00:06:21,980 --> 00:06:25,480
Open Invite and Manage Reviews
after publishing your profile.

113
00:06:26,640 --> 00:06:29,900
Enter the customer's email address
and create a private invitation.

114
00:06:30,980 --> 00:06:33,620
Copy the link immediately and share it only with that

115
00:06:33,620 --> 00:06:35,980
customer; it expires after fourteen days.

116
00:06:36,760 --> 00:06:39,440
The reviewer verifies the
invited email before submitting.

117
00:06:40,320 --> 00:06:43,160
You can reply to or report a review, but cannot

118
00:06:43,160 --> 00:06:46,020
rewrite the customer's words
or simply remove the review.

119
00:06:47,280 --> 00:06:50,220
Open Statistics to review
profile views, visitor-days,

120
00:06:50,940 --> 00:06:53,560
quotes, enquiries and email or PDF requests.

121
00:06:54,520 --> 00:06:57,880
Choose a seven, thirty or ninety-day
period, then refresh when needed.

122
00:06:58,820 --> 00:07:01,720
These are interaction counts,
not a guaranteed count of unique

123
00:07:01,720 --> 00:07:04,600
customers, completed policies or delivered messages.

124
00:07:05,440 --> 00:07:06,760
Statistics use UTC.

125
00:07:07,760 --> 00:07:11,400
Follow up in CRM to confirm the
actual lead and any email delivery.

126
00:07:12,640 --> 00:07:17,000
Use View Published Page to open the
public version without editing controls.

127
00:07:18,100 --> 00:07:20,880
Confirm that the address,
images and text are correct.

128
00:07:21,680 --> 00:07:25,620
Test approved enquiries and quotes,
then verify the result in CRM.

129
00:07:26,200 --> 00:07:30,120
When everything is ready, share the
permanent link in your email signature,

130
00:07:31,020 --> 00:07:32,600
messages or approved social channels.

131
00:07:32,760 --> 00:07:36,720
The display-only demonstration link is simahi dot com

132
00:07:36,720 --> 00:07:39,320
slash simahi, hyphen, demo.

133
00:07:40,480 --> 00:07:44,400
Keep your contact details, office hours,
service areas and credentials current.

134
00:07:45,380 --> 00:07:48,120
Save drafts, preview changes
and publish deliberately.

135
00:07:49,060 --> 00:07:53,580
Use private invitations for reviews, and
review statistics alongside your CRM records.

136
00:07:53,940 --> 00:07:57,600
You now have the complete workflow
for managing your Simahi Page.

137
00:07:58,620 --> 00:08:01,620
Pause or replay any chapter, and use the captions and

138
00:08:01,620 --> 00:08:03,080
transcript whenever you need a reminder.