GuardiaCRM — Insurance CRM

GuardiaCRM is the digital vault for independent insurance agents. Your entire portfolio — clients, policies, payments, documents — in one fast, beautiful app.

WHAT YOU GET

• Two worlds: General and Life insurance, each with its own view
• "Today" feed: exactly what needs your attention every morning
• Renewals never slip: automatic reminders in your client's language
• E-signatures: send a proposal, your client signs on their phone, the stamped PDF comes back to you
• Payments and receipts: instalments, balances, and receipts your client can see too
• Built-in chat with your clients, with push notifications
• Revenue, commissions, sales opportunities and leads in one place
• Calendar that syncs appointments to your phone

AI THAT DOES THE TYPING (Pro plan)

• Reads policy PDFs or photos and fills in every field
• Migrates your whole portfolio from PDFs in one go
• Reads payment receipts and pre-fills the amount
• Reviews your email every morning and suggests actions — nothing happens without your approval
• Answers questions about your book of business

A FREE APP FOR YOUR CLIENTS

Your clients get their own free app where they can see their policies, view payment receipts, sign documents and message you directly.

BUILT FOR CYPRUS

Available in English, Greek and Russian. Data hosted in the EU, full export and deletion at any time.

14-day free trial. No card required.