Prepare follow-ups and renewal conversations
Use available assistant capabilities to find relevant lead, client and policy information. Review the records and choose the next action yourself.
AI THAT FITS THE WAY YOU WORK
Ask Simahi.
An AI assistant for insurance agents.
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.
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.
SPECIFIC TASKS. PROFESSIONAL REVIEW.
AI CRM for insurance agents.
Support for the work around the conversation.
Ask supported questions about CRM information, bring upcoming policy dates into focus, gather client context before a meeting, and prepare AI-assisted content drafts in the marketing workspace.
Agentic AI for insurance sales: a scoped approach
Simahi focuses on supported CRM queries and assisted content workflows. Available actions depend on configuration and connected services. The assistant does not independently recommend coverage, underwrite policies or replace your professional judgment.
BUILT AROUND YOUR INSURANCE WORKFLOW
Useful tools.
Connected to the way you work.
Plain-language questions
Start with a supported question instead of searching through separate views.
CRM information in context
Find relevant client, lead or policy information through the available assistant capabilities.
Renewal conversations
Use supported policy-date questions to prepare your next review.
Client preparation
Bring useful CRM context together before a conversation.
Content assistance
Use the marketing workspace to prepare AI-assisted drafts for your review.
You stay in control
Review information and communications before using them. Insurance decisions remain yours.
A CLEAR PATH FORWARD
From information to action.
- 01
Ask in your own words
- 02
Review the context
- 03
Choose the action
Available AI capabilities depend on configuration and connected services. AI output should be reviewed and is not a substitute for professional judgment or insurance advice.
THE REST OF YOUR CONNECTED WORKSPACE
Keep the journey connected.
LET’S LOOK AT YOUR WORKING DAY
See what a connected
insurance practice can look like.
Explore the platform with a Simahi demo.