INNOVATION & GROWTH
Incubated by MaRS
The innovation journey behind Dot H Digital, the company that created Simahi.
CANADIAN INSURTECH. BUILT FOR YOUR PRACTICE.
AI-driven insurance platform for Canadian agents & brokers.
Bring leads, clients, policies and quoting together in one workspace—with AI-assisted tools that help you find answers, streamline workflows and spend more time with clients.
Built for Canadian insurance CRM plans from $50 CAD/month No credit card required
YOUR BUSINESS, IN FOCUSSIMAHI CRM
01 / A CONNECTED WORKSPACEBuilt around the advisor.
THE EXPERIENCE BEHIND SIMAHI
Built with experience. Recognized beyond our platform.
Simahi is a product of Dot H Digital, bringing recognized design and development experience to Canadian insurance professionals.
Featured in
Incubation and media mentions relate to Dot H Digital, the company behind Simahi.
FROM FIRST HELLO TO LONG-TERM TRUST
One connected journey.
Give every client relationship a clear path forward—with your CRM at the centre.
Capture a lead
Bring enquiries and prospects into your CRM.
Build the relationship
Keep conversations, notes and follow-ups together.
Manage the policy
Organize policy details, documents and renewals.
Stay connected
Keep the relationship going beyond the sale.
AI THAT FITS THE WAY YOU WORK
Your next action.
With a little more clarity.
Ask about your CRM information in plain English. Use the context to prepare your follow-up. Review the details and keep the final decision in your hands.
Ask, in your own words.
Start with the work in front of you: a follow-up, a renewal or a client record.
Bring the context together.
Ask Simahi helps you find supported CRM information, without jumping between scattered records.
Review. Then move forward.
Check the information, prepare your communication and choose the right next step for your client.
Ask SimahiWORKFLOW EXAMPLE
YOU
Which policies are coming up for renewal?
Bring your upcoming renewals into focus.
Review expiry dates, find the client record and plan a timely conversation—all within your insurance workspace.
Policy dates Client context Follow-up
You review the information and choose the action.
Illustrative workflow. Available AI actions depend on your connected services and configuration.
ONE PLATFORM. YOUR ENTIRE INSURANCE WORKFLOW.
From your first quote
to your next client milestone.
A connected view of your practice, from the first enquiry to the next renewal.
RELATIONSHIPS WITH DIRECTION
Know where every opportunity stands.
Follow the lead journey, spot the next conversation and keep your prospecting connected to the client record.
Explore leads & pipelinesA CLEARER VIEW OF YOUR BOOK
Turn policy information into a useful view.
Review your policy mix, understand your customer base and use reports to support the next business conversation.
Explore policy management
OPTIONS, READY TO DISCUSS
Make the quote conversation clearer.
Compare available plans and deductibles, then share the options through email, PDF or a quote link.
Explore insurance quoting
FROM ISSUED POLICY TO NEXT RENEWAL
Every policy. A clearer next step.
Keep policy details, applicants, supporting documents and renewal dates connected to the client relationship. Filter by status and find the information you need.
Explore policy managementYOUR BOOK, ORGANIZED
Connected recordsPolicies & renewals
All policiesActivePendingRenewals
PolicyStatusNext step
Visitor insuranceExample client · Policy record
ActiveReview renewal Life insuranceExample client · Application
PendingView documents Travel insuranceExample client · Policy record
ActiveOpen client Client details, documents and follow-ups. In context.
Product illustration · example content
YOUR EXPERTISE, READY TO SHARE
Your personal page. Connected to your CRM.
Give prospects a professional place to discover your services, explore your credentials and contact you. Enquiries become opportunities in your CRM. Included with CRM access.
Explore agent page
FROM A FIRST ENQUIRY TO A CONNECTED RECORD
Make the first conversation easier.
Create branded webforms, choose the details you need and bring submissions into your CRM. Custom fields and reusable forms support your client information workflow.
Explore webformsA PROFESSIONAL FIRST IMPRESSION
Let’s start a conversation.
One simple form.
A more connected client journey.
Your branding
Your questions
Your CRM
Your questions
Your CRM
CLIENT ENQUIRY · EXAMPLE
Full name
Your name
Email address
you@example.com
I’m interested in
Select a service
How can we help?
Tell us a little about your needs.
Send enquiry Form submission → Client context → Your next step
Product illustration · example content
YOUR PRACTICE, CONNECTED
Built for the work
behind good advice.
From a new prospect to a long-standing client, bring the moving parts of your insurance business into one place.
Lead management & pipelines
Give every opportunity a clear next step.
Lead sources, custom stages, Kanban pipelines, notes and follow-up activities keep your prospecting connected.
Explore featureClients, families & relationships
Know the person behind the policy.
Keep client profiles, family members, applicants, contact information and communication history together.
Explore featurePolicies & renewals
Stay close long after the sale.
Track providers, coverage dates, policy statuses and applicants, with reminders that support timely renewal conversations.
Explore featureTasks & calendar
Make follow-through part of your day.
Organize appointments, deadlines, client tasks and follow-ups in one workspace.
Explore featureDocuments & compliance
Keep the details in good order.
Organize policy documents, disclosures and compliance checklists, with templates and connected e-signature tools.
Explore featureReports & insights
See your business more clearly.
Explore lead journeys, policy summaries, forecasts and agent activity, with filters for the view you need.
Explore featureEmail & client communication
Make your communications feel personal.
Work with templates, campaigns and connected email, alongside customer preferences and communication records.
Explore featureWebforms & custom fields
Collect the information that matters.
Create branded forms, organize submissions and tailor the information you capture to your practice.
Explore featureInsurance quotes & comparisons
Bring clarity to the coverage conversation.
Compare supported Visitor, Super Visa, Travel, Life and Critical Illness quotes. Share PDFs, emails and quote links.
Explore featureYour Simahi Agent Page
Turn your expertise into a place to connect.
Showcase services, credentials and media. Capture enquiries, invite customer reviews and share your personal page link.
Explore featureAI & social media
Move from a blank page to a reviewed draft.
Use Ask Simahi for supported CRM questions. Plan social content, draft with AI or upload your own pictures and videos.
Explore featureTeams & business tools
A workspace that grows with your practice.
Assistant permissions, brokerage views, groups, imports, exports and needs analysis support the way your team works.
Explore featureINCLUDED WITH CRM ACCESS
Your expertise deserves
its own place online.
Your Simahi Agent Page gives people one professional place to learn about your services, explore your credentials and get in touch.
- Your branding, services, credentials, photos and video links
- Enquiries connected to your CRM
- Invited customer reviews and page activity insights
- One personal link for social media and your email signature
Included in CRM Only and All-in-One. The Simahi Agent Page is separate from the professional website offering.
Find your CRM planCANADIAN INSURANCE. YOUR WAY OF WORKING.
For the independent advisor.
And the team behind them.
FOR AGENTS & ADVISORS
A more connected working day.
Keep your book organized, follow through on opportunities and give client relationships the attention they deserve.
Explore your workflowFOR BROKERS & TEAMS
Clarity across your practice.
Support your team with shared structure, assistant permissions, brokerage views and a clearer picture of business activity.
Talk about your teamDesigned around Canadian insurance professionals. From Visitor and Super Visa quoting to the everyday work of serving your clients.
Our storyA PLAN FOR YOUR NEXT CHAPTER
Start with what you need.
Connect everything when you’re ready.
Four clear monthly plans. All prices in Canadian dollars.
Quote Only
For focused quoting.
$35CAD
/ month
- Insurance quoting tools
- Available plan comparisons
- Deductible options
- PDF and email quote sharing
- Quote links and purchase options
Agent Page requires a CRM plan.
Want the full Simahi CRM instead?
If you need lead management, renewals, tasks, automation, and reporting, Simahi CRM may be a better fit.
Start Free 14 Day CRM Trial No credit card required. Immediate access.TRY THE CRM FREE FOR 14 DAYS
CRM Only
Your daily insurance workspace.
$50CAD
/ month
- Lead and client management
- Policies, tasks and renewals
- Documents and compliance tools
- Reports, email and webforms
- Simahi Agent Page included
Quoting and a separate website are not included.
Ready to try Simahi CRM?
Try lead management, renewals, tasks, automation, and reporting in your own CRM workspace for 14 days.
Start Free 14 Day CRM Trial No credit card required. Immediate access.Website + Quote
Your website. Your quote tools.
$99CAD
/ month
- Professional insurance website
- Insurance quoting tools
- Public quote experience
- Provider purchase links where available
- Contact and enquiry options
Agent Page requires a CRM plan.
Want the full Simahi CRM instead?
If you need lead management, renewals, tasks, automation, and reporting, Simahi CRM may be a better fit.
Start Free 14 Day CRM Trial No credit card required. Immediate access.THE COMPLETE SIMAHI EXPERIENCE
All-in-One
Everything, working together.
$135CAD
/ month
- Everything in CRM Only
- Everything in Quote Only
- Professional insurance website
- Simahi Agent Page included
- AI and marketing workspace
Includes all four offerings.
Want to try the CRM first?
Explore the CRM with a free trial, then request a walkthrough when you’re ready to connect quoting and your website.
Start Free 14 Day CRM Trial No credit card required. Immediate access.Quoting and website plans have a $250 CAD one-time upfront setup fee, in addition to the monthly subscription. All-in-One has one $250 setup fee for the entire bundle. CRM Only includes a Simahi Agent Page; a separate insurance website and quoting are available in the other plans shown.
Compare what’s included in every plan
| Choose your workspace | Quote Only | CRM Only | Website + Quote | All-in-One |
|---|---|---|---|---|
| Monthly subscription | $35 | $50 | $99 | $135 |
| One-time setup | $250 | None | $250 | $250 |
| Insurance quoting | Included | — | Included | Included |
| Full CRM access | — | Included | — | Included |
| Simahi Agent Page | — | Included | — | Included |
| Professional insurance website | — | — | Included | Included |
| Clients, pipelines & policies | — | Included | — | Included |
| Documents, tasks & reports | — | Included | — | Included |
| CRM-connected enquiries | — | Included | — | Included |
| AI & marketing workspace | — | Included | — | Included |
Not sure where to begin? Let’s walk through your day and find the right fit.
Find your plan with a demoBUILT FOR PROFESSIONAL RELATIONSHIPS
Your clients trust you.
Your tools should support that.
Keep client records and working documents organized, give your team appropriate access, and learn how Simahi approaches security and privacy.
Explore our security approachAccess with purpose
Role-based access and assistant permissions for supported workflows.
Records in context
Documents and communications connected to your client and policy work.
Transparency matters
Clear security and privacy information, available when you need it.
Your business information
Import and export tools to support the way you manage your records.
What is Simahi?
Simahi is an insurance-focused CRM and insurtech platform for Canadian agents and brokers. It brings client relationships, leads, policies, documents, communications and business insights into one workspace, with quoting and website offerings available through the plans above.
Which plans include a Simahi Agent Page?
CRM Only ($50 CAD/month) and All-in-One ($135 CAD/month) include a Simahi Agent Page. Quote Only and Website + Quote do not include the CRM-connected Agent Page. A professional insurance website is a separate offering, included in Website + Quote and All-in-One.
How does the $250 setup fee work?
Quote Only, Website + Quote and All-in-One each have a $250 CAD one-time upfront setup fee, in addition to the monthly subscription. For All-in-One, this is one $250 setup fee for the bundle, not separate fees for the website and quoting tool.
What can AI help me with?
Ask Simahi helps with supported questions about your CRM information. AI-assisted content tools help prepare social posts for your review. You remain responsible for reviewing information, communications and any insurance recommendations. Connected services and available AI actions depend on configuration.
Can I bring my existing clients and policies?
Simahi supports imports for client, lead and policy records, as well as data exports. Book a demo to discuss your existing files and the best way to organize them in the CRM.
Does Simahi support a brokerage or assistant?
The CRM has assistant permissions and brokerage views to support team workflows. Contact us to discuss the access, team structure and subscription requirements for your practice.
Which insurance types can I quote?
The quoting tools support Visitor to Canada, Super Visa, Travel, Life and Critical Illness products. Available insurers, plans, rates and purchase links depend on the relevant integration and product eligibility.
Can I see the platform before choosing a plan?
Yes. Book a demo and we can walk through the CRM, an agent workflow, quoting and your website options so you can choose the right combination for your business.
QUOTING. YOUR WEBSITE. THE COMPLETE PLATFORM.
Request a quote
& walkthrough.
Please fill out the form so we can better understand your needs and help you choose the right Simahi solution.
Want the full Simahi CRM instead?
If you need lead management, renewals, tasks, automation, and reporting, Simahi CRM may be a better fit.
Start Free 14 Day CRM Trial No credit card required. Immediate access.YOUR NEXT CHAPTER STARTS HERE
Bring your business together.
Put your clients first.
Try Simahi CRM free for 14 days. No credit card required. Immediate access.