Everything you need to get started and work comfortably with AVRASTRO CRM and the Advisor Hub, in one place.
AVRASTRO CRM lessons
Short lessons, one for each main task. The same lessons are also inside AVRASTRO CRM itself.
- First login and set-up
- Bringing in your clients
- The Today screen
- Bookings and the agenda
- Renewals
- Insured items and overdue premiums
- Client feedback (NPS)
- The KYC / AML file
- Documents and e-signature
- Reports and insights
- Backup and security
- From needs to a new policy, with the IDD sale file
- Prospecting calls from a list
- My improvement
- Risk profile and suitability
- Family map, life radar and protection gaps
- One-click audit pack
- Client summaries and voice notes
- Ask AVRASTRO
Advisor Hub tour
What you will find in the Advisor Hub and AVRASTRO CRM before you create an account: the tour, with screenshots that use fictitious data.
Common questions
How does verification work?
When you sign up you give your insurance intermediary registration number. We check it in the register before you appear in the advisor directory. Until then you do not receive appointments or shares from citizens, but you can already use AVRASTRO CRM.
How does the free trial work?
You try Professional for 14 days with no card. When it ends, your data stays available to read and export until you choose a plan.
How much does it cost?
There are Solo, Professional, Team/Agency and Enterprise plans, billed monthly or yearly. Prices and what each includes are on the AVRASTRO CRM plans page.
How do I cancel my subscription?
In the Advisor Hub, choose “Cancel subscription”. It stops at the end of the current period and everything works normally until then. Your data is not deleted: your workspace becomes read-only and you can export it. For refunds, see the refund policy.
Where do I find invoices? Is VAT included?
Invoices are issued by the payment provider and you find them under “Manage billing” in the Advisor Hub. Prices exclude VAT. AVRASTRO never sees or stores your card details.
Try it with your own data
The Professional trial lasts 14 days and needs no card.