GuardiaCRM

Insurance CRM

Free · In‑App Purchases · Designed for iPad. Not verified for macOS.

Start free for 14 days — no card required. Let AI read your policy PDFs and never miss a renewal again. Free App for your Clients. 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. Terms of Use: https://guardiacrm.netlify.app/terms.html Privacy Policy: https://guardiacrm.netlify.app/privacy.html

Ratings & Reviews

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New look with dark and light themes. Notifications for renewals and pending items. Full translation in Greek, English and Russian. Commission settings per company, separately for General and Life. Renewal history: see previous policies and their documents. More reliable client import from Excel and PDF.

Version 1.1.0

The developer, Panayiotis Eleftheriou, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Financial Info
    • Contact Info
    • User Content
    • Identifiers

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

Seller
  • Panayiotis Eleftheriou
Size
  • 45.7 MB
Category
  • Business
Compatibility
Requires iOS 15.1 or later.
  • iPhone
    Requires iOS 15.1 or later.
  • iPad
    Requires iPadOS 15.1 or later.
  • iPod touch
    Requires iOS 15.1 or later.
  • Mac
    Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 1.0 or later.
Languages
  • English
Age Rating
4+
In-App Purchases
Yes
  • AI Top-up $8.99
  • Pro Yearly $299.99
  • Pro Monthly $24.99
  • Basic Yearly $149.99
  • Basic Monthly $12.99
  • Learn More
Copyright
  • © 2026 Panayiotis Eleftheriou
  • Developer Website
  • Privacy Policy

    • More by Panayiotis Eleftheriou