Turn Leads Into Policies With a Repeatable CRM Workflow
Download the Free CRM Starter Pack for Travel, Visitor & Life insurance — then run the exact system inside Simahi CRM.
What we help agents fix (fast)
Most production problems aren’t “sales skill” — they’re operational: missed follow-ups, scattered client files, inconsistent documentation, and renewals handled too late. This site teaches a workflow-first system and gives you templates you can use immediately (even without a CRM).
Follow-up that sticks
Every quote leaves your desk with a next action scheduled (48–72 hours + day 7).
Client files that make sense
One record per client: notes, documents, policy dates and next steps in one place.
Compliance checkpoints
Simple, repeatable steps: consent, disclosures, needs analysis, recommendation notes.
Lead → Quote → Bind → Renewal
A workflow-first CRM makes it difficult to “forget” the next step. Here’s the structure most agents should start with, regardless of product mix.
| Stage | Goal | Non‑negotiable action |
|---|---|---|
| New Lead | Respond within 24h | Schedule first contact task |
| Quoted | Move toward decision | 48–72 hour follow-up task |
| Follow‑Up | Handle objections | Document outcome + next step |
| Bound | Complete file | Compliance checkpoint complete + docs stored |
| Renewal | Retention | 90/60/30 reminders |
Get the Free CRM Starter Pack
Templates + workflows for Travel, Visitor & Life insurance. Paste your Brevo HTML embed here (one form per page; two on homepage).
Implementation tip
If you’re starting from spreadsheets, implement the stages and follow-up cadence first. Then migrate the same structure into Simahi CRM during your trial.
Compliance that’s part of the workflow (not an afterthought)
Agents don’t fail compliance because they don’t care — they fail because the steps aren’t built into the process. We use short checkpoints so each file shows a consistent recommendation pathway.
- Consent + key disclosures tracked
- Needs analysis documented
- Recommendation notes and rationale captured
- Documents stored under the client record
- Renewal timeline set immediately after bind
CRM-first is the primary recommendation
Quote tools and full website packages can be valuable, but most agents see ROI sooner by fixing follow-up, documentation and renewals inside CRM first.
Quote Tools
Convert quote activity into trackable leads and measurable outcomes.
FAQ
Is Simahi CRM available immediately?
Yes. Simahi CRM provides immediate access via a 14‑day free trial (registration only).
Do I need quote tools to start?
No. Start with CRM-first to fix follow-up, documentation and renewals, then add quote tools when your pipeline is stable.
Is this for Canadian agents?
Yes. The workflows and starter pack are designed for Canadian Travel, Visitor and Life insurance agents.
How does the starter pack help?
It provides implementation-ready stages, checklists, follow-up cadence, compliance checkpoints, renewal timeline and KPI tracking.