Simahi CRM is a modern, AI-powered CRM platform built exclusively for insurance advisors, brokers, and agencies. From smart lead and customer management to automated policy reminders, Simahi simplifies day-to-day operations and helps you stay organized, efficient, and client-focused.
Designed by industry experts, Simahi offers integrated calendar scheduling, document management, automated email workflows, and built-in Gmail/Outlook syncing — all in one intuitive interface.
Whether you're managing families, tracking renewals, or analyzing performance, Simahi empowers you to grow your insurance business smarter.
Specialties:
Lead Management
Customer & Family Profiles
Quote & Policy Tracking
Task & Calendar Scheduling
Policy Expiry & Renewal Automation
Email Campaign Scheduler
Document & File Management
Real-time Analytics
Gmail & Outlook Integration
Built for Agents & Brokers