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Insurance Agency Software

Cloudia Assistant

Insurance-focused CRM with lead tracking, quoting, commission calculation, dialer and text messaging

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About Cloudia Assistant

Cloudia Assistant is a customer relationship management system for sales teams selling insurance. It bundles lead handling, quoting and commission work with calling and texting tools.

What Cloudia Assistant offers

  • Lead tracking — follows leads, with the option to import them from any lead generation company.
  • Lead marketplace — leads can be bought from within the CRM.
  • Drip marketing — automated follow-up messages to prospects.
  • Quote engine and commissions — quotes are produced and commissions calculated in the same place.
  • Communications — an integrated dialer, mass texting and call centre features with custom call routing.
  • Teamwork — folders can be shared, and a leader board shows team standings.

Key facts

  • Views: data can be displayed in custom layouts

Profile written by TrustList from the business's own published information, Oct 2026.

Categories & features

Rankings

As of 2026-10-05. Organic ranks only; sponsored placements are never ranks.

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