Simahi - 2026 Pricing, Features, Reviews & Alternatives

Simahi is a cloud-based, AI-powered CRM platform built for Canadian insurance advisors, mortgage professionals, and agencies of all sizes. Hosted on AWS infrastructure with Canadian data centres and accessible via web browser and mobile app, Simahi consolidates lead management, online quoting, policy tracking, renewal management, task management, and FSRA compliance support into a single platform. Integrated quoting tools cover life, travel, and visitor insurance as well as mortgage products, while automated workflows handle quote delivery, renewal follow-ups, and client touchpoints to reduce administrative overhead.

At the core of Simahi is AskSimahi, a built-in agentic AI assistant. Advisors type plain-English questions and AskSimahi reads live CRM data to return instant answers on clients, policies, renewals, and production numbers. It interprets user intent and takes action directly inside the CRM, eliminating the need for manual report configuration or filter navigation. Centralized document and communication tracking, client timelines, birthday and policy review alerts, audit logs, and role-based access controls further support day-to-day operations and regulatory compliance. An optional done-for-you setup covers website creation, quoting configuration, and CRM onboarding for teams that require a faster start.