Two apps working together: you keep the whole portfolio in order, and your client keeps their policies in their pocket — with your name on them.
Give your clients something your competitor cannotThe “My Insurance” app is free for every client you have. Others send PDFs over WhatsApp. You hand them an app.
GuardiaCRM · for you⇄ConnectedMy Insurance · for your client
You are not buying software. You are gaining an edge.
A client who can see their policies in one tap does not go shopping elsewhere. Every client of yours gets their own app, free and ad-free — and remembers who gave it to them.
For you · subscription
GuardiaCRM
Your entire office, in your pocket.
Every client and policy, in seconds
Renewals that warn you in time
A clear view of what you are owed
AI that files the policies for you
For your client · free
My Insurance
Everything they have insured — without phoning you.
The screens of both apps, with the new look. Names and amounts are illustrative — no real client data is shown here.
GuardiaCRM · for you
The whole portfolio at a glance — General and Life kept apart.Your clients, organised and a search away.The pending items that need you, laid out plainly.Leads with a follow-up date — so a referral never goes cold.
My Insurance · for your client
Everything they have insured, on one screen.Every policy with its details, documents and roadside assistance.A request to their agent without a phone call — a change or a new policy.
Shaped by your work, not by a generic CRM
Every screen answers something that actually keeps you busy. No pointless fields, no training, no manual.
No more typing
Upload the PDF. Policy number, premium, expiry and cover fill themselves in. You just glance over it and confirm.
Signatures without appointments
Send the proposal and it gets signed from your client's sofa. You see when they opened it, so you know when a call is worth making.
Your memory, without the gaps
A forgotten expiry is a client walking to the agent next door. Expiries, unpaid balances, birthdays and name days wait for you every morning in the “Today” feed.
Know exactly what you are owed
Who owes what and by when — plus the commission due from each policy. No notebooks, no rough estimates.
Ask your own portfolio
“Which clients expire in March?” Type it the way you would ask a colleague and get an answer drawn from your own data.
See the next sale coming
The whole family in one view. Who insured the car but not the house, who still has no life cover.
Your client carries you with them
Their own app, free. They look up their own policies and documents — and you field fewer calls about the obvious.
Locked as tightly as it should be
You carry client data on a phone. It opens only with your face or fingerprint — and if you lose it, nothing is lost.
It knows General from Life
Generic CRMs pile everything into one list. You know a motor policy and a pension plan have nothing in common. So does GuardiaCRM.
General Insurance
An annual cycle with renewals you cannot afford to miss.
Expiry alerts well before the date
Renewal tracking and retention rate
Motor, home, professional liability
Life Insurance
Long-term contracts that are not renewed — they run to the end date.
Endings, cancellations and milestones
Health, investment, pension
Opportunities: which client still has no Life cover
Up and running in one afternoon
No technician, no installation, no seminar.
1
Download and get in
Fourteen days free. If your client list is already in a file, it comes across in one move.
2
Drop in the policies
The AI reads them and fills in the details. What would have taken weeks of data entry finishes while you drink your coffee.
3
Send the invitation
One message per client. From then on you are on their phone — and every time they open the app, they see you.
It costs less than a single commission
One renewal you did not lose pays for months of it. Fourteen days free, cancel whenever. Your clients' app is always free.
Basic
€14,99 / month
Full CRM — clients, policies, documents
Renewals, collections, commissions
Digital signatures
A free app for every one of your clients
No AI features
Popular
Pro
€39,99−25%
€29,99 / month
Everything in Basic
AI policy reading from PDF
AI portfolio assistant
AI help writing messages
★ Only the first 100 subscribers lock in this price, for as long as they stay. After that it rises for everyone.
Premium soon
€59,99 / month
Everything in Pro
Library of insurer documents
Answers citing the exact clause
Compare cover across insurers
Frequently asked questions
Do my clients have to pay anything?
Never. “My Insurance” is completely free for your clients, with no ads and no hidden charges. You pay the subscription; they simply enjoy having an agent who is organised.
Is my clients' data safe?
Yes. Each agent sees only their own clients — the separation is enforced in the database, not just in the app. The app locks with Face ID, and you can delete your account and all your data whenever you want.
What exactly does the AI do with my documents?
It reads the policy to fill in the fields for you. Before anything is sent, the app explains what is sent and to whom, and asks for your explicit permission. You can withdraw it at any time in Settings.
What languages does it support?
Sixteen: Greek, English, Russian, German, French, Spanish, Italian, Dutch, Portuguese, Finnish, Estonian, Latvian, Lithuanian, Slovak, Slovenian and Croatian. Each client can have their own language, so messages reach them in the language they understand.
Can I bring my existing portfolio over?
Yes. You can import clients from a CSV file, and upload your policy documents for the AI to read.
What happens if I cancel?
The data stays yours. Your account goes read-only for two months so you can export what you need in your own time. We do not hold you hostage.
Try it on your own portfolio
Fourteen days free, no commitment. Upload ten policies and see for yourself how much time comes back.
