---
title: Cloudia Assistant Reviews
meta_title: 'Cloudia Assistant Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Cloudia Assistant works for a business like yours.
aggregate_rating:
  rating_value: 1.0
  review_count: 1
  scale: '5'
date_modified: '2025-10-31'
parent_category:
  name: Insurance
  url: https://www.g2.com/categories/insurance
---

# Cloudia Assistant Reviews
**Vendor:** Cloudia Assistant  
**Category:** [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems)  
**Average Rating:** 1.0/5.0  
**Total Reviews:** 1
## About Cloudia Assistant
CRM with lead tracking, quote engine and commission calculation included. Integrated dialer.




## Cloudia Assistant Reviews
  ### 1. Account specialist 

**Rating:** 1.0/5.0 stars

**Reviewed by:** Verified User in Information Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 03, 2018

**What do you like best about Cloudia Assistant?**

It’s very organized CRM system so we can identify new prospects and add info to existing clients. This helps our company keep on top of latest updates. 

**What do you dislike about Cloudia Assistant?**

I think the new system takes time to get used to. Diff from Microsoft 

**What problems is Cloudia Assistant solving and how is that benefiting you?**

Organizing leads and existing customers in a more efficient manner 


## Cloudia Assistant Discussions
  - [What is Cloudia Assistant used for?](https://www.g2.com/discussions/what-is-cloudia-assistant-used-for)

- [View Cloudia Assistant pricing details and edition comparison](https://www.g2.com/products/cloudia-assistant/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-03+06%3A17%3A59+-0500&secure%5Bsession_id%5D=d4eea5b7-ffa5-4042-a7b9-034962b7d6b1&secure%5Btoken%5D=62cb34a938aab906e3ffb0170028479542867b5f1a69f0558da6a5651327aad6&format=llm_user)

## Cloudia Assistant Features
**Administration**
- Accounting
- Contact Management
- Commissions
- Sales Tools
- Reporting & Dashboards
- Payment Processing
- Email Integration
- Task Management

**Insurance Documentation**
- Claims Management
- Policy Management
- Invoicing & Receipts
- Electronic Signatures

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