WEBVTT

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Welcome to this complete guide
to managing your Simahi Page.

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We will build and maintain
an agent profile, from your

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introduction and images to publishing,

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reviews and statistics.

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This video uses a fictional
demonstration workspace, and

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the narration is AI generated.

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No live agent details are changed
and no customer messages are sent.

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Sign in to your own Simahi CRM account, then open

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your page-management screen at crm dot simahi dot

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com slash manage.

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You can also reach it from
your public-profile settings.

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Agents manage their own page.

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An administrator can select an agent first.

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If you see a sign-in prompt, use your own account

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rather than a shared or impersonated session.

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Your page manager shows the
profile as visitors will see

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it, with pencil icons on the sections you can edit.

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The top bar provides Preview
Page and Publish Profile.

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Inside the editor you can
switch between your profile,

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statistics, review management and enquiry policies.

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Saving a draft and publishing are separate steps.

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A saved change does not automatically
replace the public page.

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Start with the pencil beside your name.

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Choose Name to update your full
name, or Professional Title

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to change your role.

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Keep these accurate and easy
for clients to recognize.

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In this demonstration, Alex Morgan is fictional.

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Save each section when you finish.

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Use the same controls to correct
spelling or update your title later.

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Next, edit the About section
headline and your introduction.

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A useful introduction explains
who you help, what you help

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with and what working with you is like.

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Use short paragraphs and plain language.

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Add only experience you can support.

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Save each section, and remember
that these are still draft

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changes until you publish them.

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Edit Company Details to add your
business name and description.

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In Contact Details, check your email,
phone number, website and location.

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You can add an approved booking link if you use one.

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These details help visitors
contact the right person, so review

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them carefully before publishing.

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The contact information shown
here is sample data only.

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Set your office hours and timezone.

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Select the timezone that applies
to your business, then choose

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opening and closing times for each day.

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Mark days closed when you are unavailable.

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Check the times for every day before saving.

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Clear office hours help visitors
understand when they can expect a response.

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Choose the services you actually offer.

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The editor includes insurance categories
such as Visitor to Canada, Super Visa,

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travel, life and critical illness, and also
allows additional service descriptions.

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Then update Languages so visitors know
how you can communicate with them.

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Include only services and languages
that genuinely apply to your practice.

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Open Service Areas from the
profile highlight section.

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Add the cities, regions or
provinces you genuinely serve.

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Keep the list useful and consistent with
your licensing and business coverage.

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Our demonstration lists places such
as Toronto, Mississauga and Ottawa.

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Save the list and check how it wraps on the profile.

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Use the image pencils to manage your
portrait, cover banner and company logo.

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In the image picker, choose
an existing image from your

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library or use Upload New.

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The platform accepts supported
JPEG, PNG and WebP images.

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Review the crop so a face or logo is not cut off.

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Uploading or selecting an image updates your draft;

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publish when the result is ready.

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The Photos and Videos section
can show supporting images and

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approved video links.

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Use relevant photos, write
helpful captions and descriptions,

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and avoid images you do not have permission to use.

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You can reuse, edit,

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remove or delete images through the image workspace.

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Removing an image from the draft and deleting it from

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the library are different actions.

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The gallery supports up to five photos.

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Add genuine licences and professional
credentials in their dedicated section.

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Review the name, issuing organization,

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jurisdiction, public licence number
and expiry date where relevant.

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Never invent credentials or
use someone else's licence.

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Our fictional example leaves this section empty.

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You may also provide an image for
a credential when appropriate.

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In Quote Options, select the approved
automated products you want to show.

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Visitor to Canada, Super Visa
and travel have quote flows.

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Life and critical illness remain
contact enquiries on profiles.

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Review any insurer purchase links
in the Purchase Links section

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and use approved destinations.

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Test your published page with appropriate sample
information before sharing it with clients.

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Open Enquiry Notice and Policies.

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Check the notice visitors see
when submitting an enquiry, and

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add the correct privacy-policy and terms links.

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The wording should explain how
you use enquiry information.

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Do not add unnecessary personal-data requests.

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Save your changes, and confirm that policy
links open the intended pages. After editing,

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wait for the saved status and
check for any validation messages.

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Use Preview Page to review the draft in a
separate view. Check the portrait, banner,

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contact details, service areas and gallery.

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Also review the page at a smaller screen width.

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If a preview tab does not open, check whether your

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browser blocked the popup.

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When the draft is ready, select
Publish Profile. On first publication,

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review the proposed public page address.

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Choose a clear, professional slug
and check it carefully: after

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publishing, that address is permanent.

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Confirm publication in the dialog.

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Your page becomes available at simahi
dot com followed by your agent slug.

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Publishing also prepares the page's
search metadata and sitemap entry.

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To change an existing page, edit and save the draft,

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preview the result, then publish the changes.

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Updates use the same permanent address.

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If you need to take the page offline, use Unpublish.

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Your draft remains saved so you can
review and publish it again later.

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Always check the visible publication
status after making either change.

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Open Invite and Manage Reviews
after publishing your profile.

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Enter the customer's email address
and create a private invitation.

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Copy the link immediately and share it only with that

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customer; it expires after fourteen days.

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The reviewer verifies the
invited email before submitting.

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You can reply to or report a review, but cannot

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rewrite the customer's words
or simply remove the review.

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Open Statistics to review
profile views, visitor-days,

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quotes, enquiries and email or PDF requests.

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Choose a seven, thirty or ninety-day
period, then refresh when needed.

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These are interaction counts,
not a guaranteed count of unique

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customers, completed policies or delivered messages.

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Statistics use UTC.

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Follow up in CRM to confirm the
actual lead and any email delivery.

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Use View Published Page to open the
public version without editing controls.

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Confirm that the address,
images and text are correct.

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Test approved enquiries and quotes,
then verify the result in CRM.

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When everything is ready, share the
permanent link in your email signature,

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messages or approved social channels.

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The display-only demonstration link is simahi dot com

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slash simahi, hyphen, demo.

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Keep your contact details, office hours,
service areas and credentials current.

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Save drafts, preview changes
and publish deliberately.

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Use private invitations for reviews, and
review statistics alongside your CRM records.

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You now have the complete workflow
for managing your Simahi Page.

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Pause or replay any chapter, and use the captions and

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transcript whenever you need a reminder.