Insurance Agency Software

Cloudia Assistant

Name: Cloudia Assistant
Brand: Cloudia Assistant

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

By Cloudia Assistant

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TrustList summary

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 does

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

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

Categories & features

Rankings

Cloudia Assistant is ranked on 7 TrustList rankings: #2 on 1 and #3 on 6.

Every ranking orders its listings by their reviews, how complete the profile is and the Trust Score. Cloudia Assistant has no reviews yet and 3 of the 10 profile details we look for. Where no listing on a page has been reviewed, the order follows the profiles alone.

Insurance agency software · 7 rankings

On each of these it sits behind AdminSeg, ahead of Ozone Insuria.

#2of 6
Life health
It is one of 5 here listing commission management.
Of the 6 here, 5 also cover commission management and 3 also cover property & casualty.
#3of 10
Web based cloud saas
It is one of 6 here listing life & health and one of 9 here listing contact management.
Of the 10 here, 9 also cover insurance policy management and 9 also cover document management.
#3of 9
Contact management
It is one of 6 here listing life & health and one of 8 here listing commission management.
Of the 9 here, 6 also cover life & health and 5 also cover insurance rating.
#3of 9
Document management
It is one of 6 here listing life & health and one of 8 here listing commission management.
#3of 9
Insurance policy management
It is one of 6 here listing life & health and one of 8 here listing commission management.
#3of 9
Quote management
It is one of 6 here listing life & health and one of 8 here listing commission management.
#3of 8
Commission management
It is one of 5 here listing life & health.

As of 2026-11-05. Organic ranks only; sponsored placements are never ranks. How TrustList ranks

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