From the first appointment to the annual review, in one system

VÉRO gives insurance advisors two tools that work together: the Advisor Hub on vero.cy, where citizens find you, and VÉRO CRM, where you organise clients, policies and applications.

Create an advisor account

See VÉRO CRM

14-day free trial, no card needed.

An advisor explains a plan on a tablet to a couple

Two tools that work together

The Advisor Hub is your space on the website. VÉRO CRM is where the work gets done. Whatever arrives from the website is passed to the CRM for you to review.

Advisor Hub

On vero.cy, with your advisor account.

Bookings with real availability: you set hours, breaks, closed days and minimum notice; citizens only see free slots and you confirm.
Messages and call-back requests from the website.
Citizen shares: tool results a citizen chooses to send you, with their consent, for a set period.
A verified listing in the advisor directory once we have checked your registration number.
Client report: a short, clear report built on your device that you print or save as PDF.

Create an account

VÉRO CRM

The advisor’s operating system, on your computer and in the browser.

Clients and households in full view, with policies, anniversaries and renewals.
Applications with requirement checklists, needs analysis, comparisons and proposals.
Annual reviews, claims and service requests, agenda and tasks.
Works offline, in Greek and English.

See VÉRO CRM

How joining works

Five steps, from signing up to your first day in VÉRO CRM.

Step 1

Create an advisor account.

Enter your name, e-mail, a password and your insurance intermediary registration number.

Step 2

Verify your e-mail.

We send you a 6-digit code that is valid for 20 minutes.

Step 3

We check your registration number.

We compare it with the register of insurance intermediaries. Until the check is complete you are not listed publicly and do not receive citizen shares, but you can already use VÉRO CRM.

Step 4

Start the trial or choose a plan.

A 14-day free trial of Professional with no card, or a monthly or yearly subscription straight away.

The VÉRO CRM Today screen with priorities, appointments and reminders (demo data)

Step 5

Open VÉRO CRM from the Advisor Hub.

With one button and no second sign-in. The set-up guide helps you choose your language, profile, logo and reminders.

Create an advisor account

Growth tools

The old vero.cy mentioned an “Advisor Studio” and an “Advisor Toolkit”. Neither was ever released as a separate product. What actually exists for growing your book of business is inside VÉRO CRM and the Advisor Hub today.

CRM

Campaigns

Choose an audience, a theme and an objective; the audience is checked for consent and the campaign creates tasks for you — never messages that send themselves.

CRM

Templates

Ready-made texts for messages and documents that you adapt once and reuse.

CRM

Opportunity radar

Shows who is worth contacting and why, and suggests an action: a call, a follow-up, a meeting or a proposal. From the Professional plan.

Advisor Hub

Client report

The situation, findings and next steps on one clear page for your client, ready to print.

Rules that do not change

Citizens share information only when they choose to, for a set period, and they can withdraw it.
Nothing from the website becomes a client in the CRM automatically; you review it and decide.
VÉRO CRM never sends anything to clients without your action.
Your data is yours: export is always available and nothing is deleted if your subscription ends.

Plans and pricing

Plans start from €29 a month, excluding VAT, billed monthly or yearly. You can try Professional free for 14 days.

Monthly Yearly 2 months free

Solo

For the independent advisor getting organised.

€29/month

The full CRM: clients, households, policies, applications, renewals, automations
Windows/macOS app that works offline
2 devices with safe sync
Website inbox and client portal
5 GB encrypted backups

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