MANAGE YOUR SIMAHI PAGE AI-generated narration. Isolated fictional demo workspace; no live agent data changed. 00:00:00 Manage your Simahi Page Welcome to this complete guide to managing your Simahi Page. We will build and maintain an agent profile, from your introduction and images to publishing, reviews and statistics. This video uses a fictional demonstration workspace, and the narration is AI generated. No live agent details are changed and no customer messages are sent. 00:00:21 1. Open your page manager Sign in to your own Simahi CRM account, then open your page-management screen at crm dot simahi dot com slash manage. You can also reach it from your public-profile settings. Agents manage their own page. An administrator can select an agent first. If you see a sign-in prompt, use your own account rather than a shared or impersonated session. 00:00:44 2. Understand the workspace Your page manager shows the profile as visitors will see it, with pencil icons on the sections you can edit. The top bar provides Preview Page and Publish Profile. Inside the editor you can switch between your profile, statistics, review management and enquiry policies. Saving a draft and publishing are separate steps. A saved change does not automatically replace the public page. 00:01:08 3. Name and professional title Start with the pencil beside your name. Choose Name to update your full name, or Professional Title to change your role. Keep these accurate and easy for clients to recognize. In this demonstration, Alex Morgan is fictional. Save each section when you finish. Use the same controls to correct spelling or update your title later. 00:01:29 4. Write your introduction Next, edit the About section headline and your introduction. A useful introduction explains who you help, what you help with and what working with you is like. Use short paragraphs and plain language. Add only experience you can support. Save each section, and remember that these are still draft changes until you publish them. 00:01:49 5. Company and contact information Edit Company Details to add your business name and description. In Contact Details, check your email, phone number, website and location. You can add an approved booking link if you use one. These details help visitors contact the right person, so review them carefully before publishing. The contact information shown here is sample data only. 00:02:11 6. Office hours and timezone Set your office hours and timezone. Select the timezone that applies to your business, then choose opening and closing times for each day. Mark days closed when you are unavailable. Check the times for every day before saving. Clear office hours help visitors understand when they can expect a response. 00:02:31 7. Services and languages Choose the services you actually offer. The editor includes insurance categories such as Visitor to Canada, Super Visa, travel, life and critical illness, and also allows additional service descriptions. Then update Languages so visitors know how you can communicate with them. Include only services and languages that genuinely apply to your practice. 00:02:53 8. Service areas Open Service Areas from the profile highlight section. Add the cities, regions or provinces you genuinely serve. Keep the list useful and consistent with your licensing and business coverage. Our demonstration lists places such as Toronto, Mississauga and Ottawa. Save the list and check how it wraps on the profile. 00:03:13 9. Portrait, banner and company logo Use the image pencils to manage your portrait, cover banner and company logo. In the image picker, choose an existing image from your library or use Upload New. The platform accepts supported JPEG, PNG and WebP images. Review the crop so a face or logo is not cut off. Uploading or selecting an image updates your draft; publish when the result is ready. 00:03:36 10. Gallery photos and videos The Photos and Videos section can show supporting images and approved video links. Use relevant photos, write helpful captions and descriptions, and avoid images you do not have permission to use. You can reuse, edit, remove or delete images through the image workspace. Removing an image from the draft and deleting it from the library are different actions. The gallery supports up to five photos. 00:04:00 11. Licences and credentials Add genuine licences and professional credentials in their dedicated section. Review the name, issuing organization, jurisdiction, public licence number and expiry date where relevant. Never invent credentials or use someone else's licence. Our fictional example leaves this section empty. You may also provide an image for a credential when appropriate. 00:04:23 12. Quotes and purchase links In Quote Options, select the approved automated products you want to show. Visitor to Canada, Super Visa and travel have quote flows. Life and critical illness remain contact enquiries on profiles. Review any insurer purchase links in the Purchase Links section and use approved destinations. Test your published page with appropriate sample information before sharing it with clients. 00:04:50 13. Enquiry notice and policy links Open Enquiry Notice and Policies. Check the notice visitors see when submitting an enquiry, and add the correct privacy-policy and terms links. The wording should explain how you use enquiry information. Do not add unnecessary personal-data requests. Save your changes, and confirm that policy links open the intended pages. 00:05:11 14. Save and preview After editing, wait for the saved status and check for any validation messages. Use Preview Page to review the draft in a separate view. Check the portrait, banner, contact details, service areas and gallery. Also review the page at a smaller screen width. If a preview tab does not open, check whether your browser blocked the popup. 00:05:33 15. Publish and choose your permanent address When the draft is ready, select Publish Profile. On first publication, review the proposed public page address. Choose a clear, professional slug and check it carefully: after publishing, that address is permanent. Confirm publication in the dialog. Your page becomes available at simahi dot com followed by your agent slug. Publishing also prepares the page's search metadata and sitemap entry. 00:05:59 16. Update or unpublish To change an existing page, edit and save the draft, preview the result, then publish the changes. Updates use the same permanent address. If you need to take the page offline, use Unpublish. Your draft remains saved so you can review and publish it again later. Always check the visible publication status after making either change. 00:06:21 17. Invite and manage reviews Open Invite and Manage Reviews after publishing your profile. Enter the customer's email address and create a private invitation. Copy the link immediately and share it only with that customer; it expires after fourteen days. The reviewer verifies the invited email before submitting. You can reply to or report a review, but cannot rewrite the customer's words or simply remove the review. 00:06:46 18. Read your page statistics Open Statistics to review profile views, visitor-days, quotes, enquiries and email or PDF requests. Choose a seven, thirty or ninety-day period, then refresh when needed. These are interaction counts, not a guaranteed count of unique customers, completed policies or delivered messages. Statistics use UTC. Follow up in CRM to confirm the actual lead and any email delivery. 00:07:12 19. Check and share your page Use View Published Page to open the public version without editing controls. Confirm that the address, images and text are correct. Test approved enquiries and quotes, then verify the result in CRM. When everything is ready, share the permanent link in your email signature, messages or approved social channels. The display-only demonstration link is simahi dot com slash simahi, hyphen, demo. 00:07:40 Your maintenance checklist Keep your contact details, office hours, service areas and credentials current. Save drafts, preview changes and publish deliberately. Use private invitations for reviews, and review statistics alongside your CRM records. You now have the complete workflow for managing your Simahi Page. Pause or replay any chapter, and use the captions and transcript whenever you need a reminder.