AI Operating System & Agentic CRM.
Simahi - Agent Hub, Complete Digital Solution for Insurance Agents
Simahi insurance client journey
Simahi helps insurance agents organize leads, client follow-ups and renewals, with a 90-day free CRM trial available to explore the platform.
Insurance is built on relationships. Simahi helps professionals organize their work and stay focused on the people they serve.”
— Manish Jetly, Founder and CEO, Simahi Agent Hub
MISSISSAUGA, ON, CANADA, November 9, 2026 /EINPresswire.com/ -- From the first inquiry to a policy renewal, insurance professionals manage many stages of a client relationship. Each stage brings its own conversations, documents, follow-ups and decisions, often across several different tools.
Simahi, developed by Dot H Digital Inc., is an AI-driven insurance platform designed to bring these activities together. It provides Canadian insurance agents, brokers, managing general agencies (MGAs) and associate general agencies (AGAs) with tools to organize relationships and manage work throughout the insurance journey.
“Insurance is built on relationships, and those relationships continue well beyond the first sale,” said Manish Jetly, Founder and CEO of Simahi Corp. “Our goal with Simahi is to give insurance professionals a connected set of tools that helps them manage their work and remain focused on the people they serve.”
Supporting the insurance journey
Simahi is designed around the activities insurance professionals manage every day:
- Capture a lead: Bring inquiries and prospects into the CRM and organize opportunities in a visual sales pipeline.
- Build the relationship: Keep client information, conversations, notes, tasks and follow-ups together.
- Present the options: Use quoting tools to share options and help clients explore coverage.
- Manage the policy: Organize policy details and documents, monitor coverage dates and use configured renewal reminders.
- Stay connected: Maintain the relationship beyond the sale through continued follow-up and renewal conversations.
Simahi’s CRM also includes dashboards and reports that help users review leads, policies and business activity. Customizable webforms connect inquiries to lead and client workflows, while a CRM-connected Agent Page gives insurance professionals a place to present their services and receive inquiries.
AI assistance for everyday work
Ask Simahi allows users to ask questions in plain English about supported CRM information. It can help them find relevant lead, client or policy details and prepare for conversations. Simahi also offers AI-assisted social content drafts for users to review.
“AI can make it easier for insurance professionals to find information and prepare for the next step,” said Jetly. “We see it as a tool to support their experience and judgment, while keeping personal relationships at the centre of the business.”
The platform also supports the organization of client and policy documents, disclosure materials and other compliance-related workflows. These tools support established processes and do not replace professional judgment or guarantee compliance.
Quoting and digital presence
Alongside its CRM, Simahi offers insurance quoting and professional website options through separate packages. Depending on product eligibility, integrations and configuration, quoting tools support products such as Visitor to Canada, Super Visa, travel, life and critical illness insurance.
Explore Simahi
Simahi is offering a 90-day free CRM trial. Insurance professionals can learn more at simahi.com.
About Simahi
Simahi is an insurance technology platform from Dot H Digital Inc., a Mississauga-based software company. It provides CRM, client management, policy tracking, quoting and digital tools designed to support insurance professionals throughout the client relationship.
Manish Jetly
Simahi Corp.
Visit us on social media:
LinkedIn
Facebook
Legal Disclaimer:
EIN Presswire provides this news content "as is" without warranty of any kind. We do not accept any responsibility or liability for the accuracy, content, images, videos, licenses, completeness, legality, or reliability of the information contained in this article. If you have any complaints or copyright issues related to this article, kindly contact the author above.
