VÉRO CRM
The insurance advisor’s operating system. Clients and households, policies, applications, reviews and growth in one program that also works offline, in Greek and English.
14 days free, no card needed. Your data stays yours.
Your day, in order
The Today screen brings together appointments, tasks, reminders and whatever needs attention: renewals coming up, applications waiting for documents, policy anniversaries. Every alert explains why it is there.
The screenshot shows fictitious demo data.
- Day, week and month agenda
- Tasks with a next step and a date
- Renewals and policy anniversaries
Every client and household at a glance
The client view shows policies, household cover, applications, notes, documents and next steps. From there you run a needs analysis, comparisons and proposals, and record the annual review together with the client’s answers.
The screenshot shows fictitious demo data.
- Claims and service requests
- Document vault
- Print studio with your own branding
Applications that keep moving
Each application moves through stages: draft, submitted, documents, underwriting, decision, issued. The requirement checklist shows what is missing, who you are waiting for — the client, the insurer or yourself — and what is about to expire. The next step goes straight into your agenda.
The screenshot shows fictitious demo data.
Payslip, September 2026
Gross pay3,000.00
Social insurance−264.00
GESY−79.50
Provident fund−150.00
Income tax−134.63
Net pay2,371.87
Read on your device. Never uploaded.
Tax year 2026
Gross pay for the year (12 salaries)€36,000
Estimated income tax€1,616
Room left for deductible premiums€1,278 a year
Less tax, if it is usedabout €256
From a client’s payslip to a proposal
Upload one or more payslip PDFs — or open those already in the client’s documents. VÉRO CRM reads the amounts on your device, checks that gross minus deductions equals net and works out the year’s tax under the Cyprus rules.
You see the room left for deductible premiums and the illustrative saving, and save them to the client’s file together with the version of the rules that was used.
- Every amount shows the payslip line it was read from
- 13th and 14th salary, provident fund, medical fund and union
- Tax-saving opportunities across your book and on the Opportunity Radar
- A pay rise or a new employer becomes a life event with a review reminder
Share with your client in one step
Choose what to send, see the message exactly as the client will receive it and send it from your own app. Every share is noted on the client’s timeline.
- What you send: a summary, policies and premiums, the protection overview, the tax result, the next appointment, renewals.
- How: WhatsApp, Viber, e-mail, SMS, copy, or a PDF with your branding — plus a calendar file for the appointment.
- Ask for documents: pick from a list — payslips, tax return, ID, policy schedules, IBAN — and the client receives a clear checklist.
- Nothing is sent on its own: VÉRO opens your app with the message ready; you press send.
Your business, not just your clients
- Prospecting: contact lists from paste, CSV or Excel, with duplicate checks and call sheets.
- Campaigns and templates: consent-checked audiences, a theme and an objective, with tasks for you.
- Opportunity radar and growth analytics: explained opportunities, client sources, referrals and conversion.
- Production and commission: a production ledger by period, with targets and comparison.
- Cyprus tax centre: estimates from payslips or from the figures you enter, with versioned rules and sources.
Works offline
VÉRO CRM runs as a Windows and macOS app and as a web app. Your data lives on your device, so you keep working at a client’s home, while travelling or when the connection drops.
- When you are back online, changes sync safely between your devices.
- If the same record changed on two devices, you see the difference and decide.
- Your licence is checked offline too, so the program opens without an internet connection.
Security and data ownership
- Cloud backups are encrypted on your device with a password the platform never sees. Keep it safe: without it the backup cannot be opened.
- Signed licences: if your subscription ends, your workspace becomes read-only. Your data is never deleted.
- Exporting all of your data is always available, even after expiry.
- Two-factor sign-in (TOTP) with an authenticator app.
- For teams: seats, roles, invitations and an activity log.
To be precise: backups are end-to-end encrypted. Records that sync between your devices are encrypted in transit but are not end-to-end encrypted, so that team features and support can work.
Connected to vero.cy
VÉRO CRM and the website talk to each other, and you always have the final say.
- Website inbox: bookings, messages and citizen shares arrive in the CRM for review. Nothing becomes a client automatically.
- Client portal: you send summaries only to clients who have allowed it.
- Single sign-on: open VÉRO CRM from the Advisor Hub without a second password.
- AI drafts, if you want them: texts and summaries that you always review before they are used.
Plans
Solo for the independent advisor, Professional for those growing a book of business, Team/Agency for offices and Enterprise for larger organisations. Prices exclude VAT.
Solo
For the independent advisor getting organised.
€29/month€290/year
- 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
Most chosen
Professional
For the advisor growing a book of business.
€49/month€490/year
- Everything in Solo, on up to 5 devices
- Employer group plans with member census import
- 25 GB encrypted backups
- Priority support
- 300 AI drafts a month, always reviewed by you
Team / Agency
For agencies sharing one workspace with roles.
€45/month per seat€450/year per seat
Minimum 3 seats
- Everything in Professional for every advisor
- Roles, invitations, shared pipeline, activity log
- Agency branding on every document
- Audit export for compliance
Enterprise
For networks and insurers with specific requirements.
CustomCustom
Minimum 25 seats
- Everything in Team, for 25+ advisors
- Dedicated EU environment, SLA and DPA
- Product catalogues and commission rules set up with you
- Single sign-on (SAML/OIDC) and API by agreement
14-day free trial, no card needed. When it ends your data stays available (read-only and export) until you choose a plan. Prices exclude VAT.
Questions
Does it really work offline?
Yes. Your data is on your device and the program opens and works without a connection. When you reconnect, changes sync with your other devices; if the same record changed in two places, you decide which version stands.
How do I move my data from spreadsheets or the old VÉRO?
From spreadsheets: paste the rows or upload a CSV or Excel file as a contact list, map the columns and see a preview with possible duplicates before anything is saved. You turn a contact into a client when you decide to.
From the old VÉRO: import your file from the data and safety section. You see what will be transferred first, and the import can be rolled back.
What happens if I stop paying?
Your workspace becomes read-only. Your data is not deleted and you can export it whenever you like; subscribe again and you carry on where you left off. If a single payment fails, you have a grace period to sort it out.
Where is the data hosted?
The main copy of your data is on your own device. For sync, accounts and backups, hosting is planned with a provider inside the European Union, chosen by VÉRO. Backups are already encrypted on your device before they are uploaded. More in the Privacy notice.
Can my team use it?
Yes, with the Team/Agency plan (from 3 seats). You invite colleagues, assign roles, see the activity log and use your agency branding on every document.
Do I have to use AI?
No. AI drafts are optional and you always review them before they are used. All of VÉRO CRM works normally without them.
Try it with your own data
Create an advisor account, start the 14-day free trial and open VÉRO CRM from the Advisor Hub.
