---
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?filters%5Bnps_score%5D%5B%5D=1&section=pricing&secure%5Bexpires_at%5D=2026-08-12+21%3A04%3A02+-0500&secure%5Bsession_id%5D=39e10168-8d19-4550-ad80-bcd043b0229e&secure%5Btoken%5D=529d18007659e97aa696d6f397a188df1243abbd52efbd8d0404ef1aae81a658&format=llm_user)

## Cloudia Assistant Features
**Administration**
- Accounting
- Contact Management
- Commissions
- Sales Tools
- Reporting & Statistics
- Payment Processing
- Email Integration
- Task Management
- Third-Party Integrations
- Accounting Integration
- Alerts/Notifications
- Calendar Management
- Pipeline Management
- Commission Management
- Email Management
- User Management
- Forms Management
- Invoice Management
- Workflow Management
- Document Management
- Contact Database

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

**Additional Functionality**
- Client Portal
- Access Controls/Permissions
- AI Copilot
- Audit Trail
- Search/Filter
- Commission Calculations
- Insurance Rating
- Activity Tracking
- API
- Customizable Templates
- Customizable Branding
- Document Storage
- Property & Casualty
- Configurable Workflow
- Life & Health
- Monitoring
- Status Tracking
- Customizable Forms
- Generative AI
- Document Templates
- Self Service Portal
- Reminders
- Customizable Reports
- SSL Security
- Customizable Fields
- Referral Tracking
- Quotes/Estimates
- Risk Assessment
- Email Marketing

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