LEAD WITH RELATIONSHIPS. LET YOUR WORKSPACE HANDLE THE DETAILS.Meet your AI workflow
SimahiAGENT HUB

FROM FIRST HELLO TO A CLEAR NEXT STEP

Insurance sales pipelines
& lead funnels.

Organize leads, define useful stages and see where the next conversation is needed. Bring structure to prospecting without losing the relationship behind each opportunity.

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Simahi insurance CRM dashboard showing lead stages, follow-ups and lead activity charts
Actual product interface · example account data

BUILT AROUND YOUR INSURANCE WORKFLOW

Useful tools.
Connected to the way you work.

01

Visual pipelines

See opportunities through Kanban-style pipeline views.

02

Custom stages and statuses

Configure lead stages and statuses around your sales process.

03

Lead sources

Understand where opportunities are coming from.

04

Notes and follow-ups

Keep next steps and relevant context tied to the prospect.

05

Lead journey insights

Review progression and activity through the available reports.

06

A connected client journey

Keep lead work connected to the broader CRM workflow.

A CLEAR PATH FORWARD

From information to action.

  1. 01

    Capture the enquiry

  2. 02

    Build the relationship

  3. 03

    Move the opportunity forward

THE REST OF YOUR CONNECTED WORKSPACE

Keep the journey connected.

Client & Lead Management for Insurance Agents

Bring prospect information, client records, family members and communication history together. Keep your relationships connected to the work happening around them.

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Insurance CRM Dashboards & Reports

Turn the information in your CRM into a clearer view of your practice. Explore lead journeys, policy summaries and upcoming activity without losing the context behind the numbers.

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Insurance Webforms & Client Information Capture

Create branded webforms that collect the information your practice needs. Organize submissions and connect the enquiry to the customer relationship in your CRM.

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LET’S LOOK AT YOUR WORKING DAY

See what a connected
insurance practice can look like.

Explore the platform with a Simahi demo.

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