Free download
Free CRM Starter Pack for Canadian Insurance Agents
A practical implementation pack for Travel, Visitor & Life insurance: pipeline stages, checklists, follow-up templates, compliance checkpoint, renewal timeline and KPI tracking.
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14-day implementation plan
Use the plan to get value during the trial and decide if you want to automate the workflow inside CRM.
| Days | Focus | Outcome |
|---|---|---|
| 1–2 | Pipeline + fields | Stages + minimum data captured |
| 3–5 | Templates + tasks | Follow-up always scheduled |
| 6–9 | Compliance checkpoint | Consistent documentation |
| 10–14 | Renewals + KPIs | Retention system and reporting |
What you’ll get
Workflow + checklists
Stages, daily routine, compliance checkpoint, renewal cadence.
Templates + KPI tracker
Follow-up scripts, renewal reminder wording, core metrics.
Get the Free CRM Starter Pack
Instant access to the pack + implementation plan. No credit card required.
FAQ
What’s included in the Starter Pack?
Pipeline stages, daily workflow, follow-up cadence, compliance checkpoint, renewal system, templates, and KPI tracker.
Do I need Simahi to use it?
No. You can implement the pack standalone. Simahi CRM helps automate the same workflow once you’re ready.
How quickly can I implement it?
Most agents can implement the basics in 1–2 hours and refine over 14 days.