Simahi launches 90-day free CRM trial for Canadian insurance agents

Simahi is offering Canadian insurance agents, brokers, MGAs and AGAs a 90-day free CRM trial to organize leads, follow-ups, renewals and client documents in one platform. The Mississauga-based insurance tech company is pitching the trial as a way for professionals to test AI-assisted tools and workflow features built around the insurance sales cycle.

Why it matters: - Insurance professionals often manage leads, policy documents, renewals and follow-ups across multiple tools. - Simahi is aiming to centralize those tasks in one CRM built for the insurance workflow. - The 90-day free trial gives Canadian agents a low-risk way to test the platform before committing.

What happened: - Simahi, developed by Dot H Digital Inc., introduced a 90-day free CRM trial for Canadian insurance professionals. - The platform targets insurance agents, brokers, managing general agencies and associate general agencies. - Simahi is based in Mississauga, Ontario.

The details: - The CRM is built to support the full insurance journey, from first inquiry to policy renewal. - Users can capture leads in a visual sales pipeline and organize opportunities. - The platform keeps client information, conversations, notes, tasks and follow-ups in one place. - Quoting tools help agents present coverage options to clients. - Policy management features track policy details, documents and coverage dates. - Configured renewal reminders support ongoing client contact. - Dashboards and reports show leads, policies and business activity. - Customizable webforms connect inquiries to lead and client workflows. - A CRM-connected Agent Page gives insurance professionals a place to present services and receive inquiries. - Ask Simahi lets users ask questions in plain English about supported CRM information. - The AI tool can help users find lead, client or policy details and prepare for conversations. - Simahi also offers AI-assisted social content drafts for users to review. - The platform includes tools for organizing client and policy documents, disclosure materials and other compliance-related workflows. - Simahi says these tools support established processes and do not replace professional judgment or guarantee compliance. - Separate packages also include insurance quoting and professional website options. - Depending on eligibility, integrations and configuration, quoting tools can support Visitor to Canada, Super Visa, travel, life and critical illness insurance. - More information is available at simahi.com. - Simahi also shared social channels on LinkedIn and Facebook.

Between the lines: - Simahi is positioning the product as a relationship management tool, not just a sales system. - The AI features are framed as support for judgment and preparation, which matters in a regulated insurance environment. - The separate quoting and website packages suggest Simahi is trying to become a broader digital stack for insurance professionals.

What's next: - Insurance professionals can use the free trial to evaluate whether Simahi fits their workflow. - The company is likely banking on the trial converting users who want CRM, quoting and digital presence tools in one platform. - Future adoption will likely depend on integrations, eligibility and how well the system fits existing compliance processes.

The bottom line: - Simahi is using a 90-day free trial to win over Canadian insurance professionals who want one platform for client management, AI assistance and policy workflows.