# Complete Agency Solutions Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Complete Agency Solutions Software - reviews, pricing plans, popular comparisons to other Insurance products and more. Source: https://www.capterra.com/p/156496/Cloudia-Assistant --- # Complete Agency Solutions Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Complete Agency Solutions ## What is Complete Agency Solutions? CRM with lead tracking, drip marketing, quote engine and commission calculation included. Integrated dialer and mass texting. View your data as you like (custom). Purchase leads withing the CRMs Marketplace. Import leads from any lead gen company. Share folders with others to work on as a team. Leader board. Call center abilities with custom routed calls. ## What is Complete Agency Solutions used for? [Insurance](https://www.capterra.com/insurance-agency-software/) Overall rating Based on 12 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $29.99 Flat Rate, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Complete Agency Solutions?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://completeagencysolutions.com/&name=Complete Agency Solutions) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Complete Agency Solutions 4.9 (12) VS. [4.9 (247)](https://www.capterra.com/p/198072/ePayPolicy/reviews/) Starting Price $29.99 Flat Rate, Per Month Starting Price $25 Per Feature, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.7 (12) Ease Of Use 4.9 (247) Value For Money 5.0 (11) Value For Money 4.8 (241) Customer Service 5.0 (11) Customer Service 4.8 (227) ## Complete Agency Solutions alternatives [4.7 (283)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/) Starting price $70.00 Per User, Per Month [4.2 (141)](https://www.capterra.com/p/70671/Applied-Epic/reviews/) Starting price $1000.00 Per User, Per Month [3.7 (73)](https://www.capterra.com/p/102928/EZLynx/reviews/) Starting price Contact vendor for pricing [3.6 (22)](https://www.capterra.com/p/167497/Macaw/reviews/) Starting price Contact vendor for pricing [View all alternatives](https://www.capterra.com/p/156496/Cloudia-Assistant/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Commission Management 3.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Tracking, calculating, and paying commissions and earnings to employees Insurance Policy Management 3.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Create, administer and manage insurance policies for various customers and insurance lines Contact Management Manage, organize, and store contact information Document Management Store, manage, and track all electronic documents in a centralized location Document Storage Store and organize documents in a centralized system Email Marketing Create and send email blasts/campaigns Complete Agency Solutions 9 features Tracking, calculating, and paying commissions and earnings to employees Manage, organize, and store contact information Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Create and send email blasts/campaigns Create, administer and manage insurance policies for various customers and insurance lines Businesses operating within the life and health insurance sectors Generate quotes or estimates for customers Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.8 (12) 4.8 Based on 12 reviews ## Pricing Value for money 5.0 (11) Free Trial Basic $29.99 Flat Rate,Per Month Value for money 5.0 (11) 5.0 Based on 11 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (11) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (11) 5.0 Based on 11 reviews ## User reviews Overall rating 4.9 Based on 12 reviews Filter by rating 5(11) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent AU Anonymous User Case Resolution Specialist Market Research ### "The most organized CRM system" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 8, 2021 Pros It's very organized and it helps a lot when it comes to my job. It works smoothly and it efficiently improves our job role. Cons None so far. It really helps me a lot with my job so nothing for now. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CM cheprot m. EDITOR Facilities Services ### "efficiency" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 3, 2021 insurance covers . i have had problems with insurance cover and cloudia assistant has helped in solving this issues Pros When one needs to apply fior an insurance cover then cloudia assistant that provide insurance cover for companies that want to take insurance for its workers Cons keep up the good work improve on the bugs for ease access and use of the site Reasons for choosing Complete Agency Solutions its the best compare to other insuranve cover since i can do everything from home without visiting the officess Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Jeanne Anne L. Satellite Division Insurance ### "Great System" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 6, 2019 Pros I use Cloudia daily. It is a great system to help organize and work leads. It is easy to use but I recommend the training that is available if you are new to the system. The support is absolutely amazing. I highly recommend this system. Cons I do not like only being able to delete leads 250 at a time that is like watching paint dry but I still wouldn't quit using Cloudia. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SH Stanley H. Insurance Broker Insurance ### "This is what I was looking for in an CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 5, 2019 I had a problem with finding an CRM that track clients information and assist with mailing. That didn't have flyers that you would have to use. Pros Being able to download leads from different programs. Having the option of automatic emails upon entering new leads. Automatic email and email templates. Email validation, records of communications. Standard/Personal Folders. Cons Not being able to delete some email records in the email folders. Reasons for choosing Complete Agency Solutions It was offering what I was looking for. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JH Jonathan H. Insurance Broker Insurance ### "Customer Relationship Management" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 5, 2019 Pros 1) Manage your relationships 2) Generate leads effectively and efficiently 3) Take control of your time 4) Initiate and track marketing campaigns 5) Know where you stand in your business 6) Access your CRM from anywhere Cons I do not have ant dislikes about this software. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. RB Richard B. Senior agent Insurance ### "Couldn't live without it!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 5, 2019 Pros The fact that I can track all of my business keep all of my clients and contacts in one place easily updated with preset trickle-down emails and call fire it just can't be beat... Cons The editing features of emails and the fact that can only do one attachment pre email Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. DM Deborah M. Insurance Agent Insurance ### "Automated system delivers your emails to thousands of customers" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 5, 2019 Being able to target and reach more potential clients in an automated format Pros Easy to use. Validates outbound emails and pulls them out of rotation if bad address or addressee is a know complainer about spam. Cons Having to manualy remove each invalid e mail is time consuming Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. FB Frank B. MGA / President Insurance ### "Our Agency Experiance!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 5, 2019 Things of value that we have solved has been the ability to track commissions, policies, clients and combine calendar features to a useful level! Pros We were struggling with several programs that never really did 100% of what we needed to run our office. We shopped, got free trials and phone support for perhaps a dozen different solutions. When we found Cloudia Assistant, I approached it, as I had been accustomed to, with a very critical view. Very quickly things changed. Cost was much better for our small agency than the others. Features were exactly what we needed to track and maintain clients, insurance companies, policies and commissions! In addition, worked well with doing mailings, etc.! Cons What we liked least about the software was while the price is great and seems to be directed to individual agents, I'd like to see some type of "lite" version to work with our agents. We can add a user account but it is limited as to what they can do....to the point that they are counter productive. Perhaps develop a user level that has more capabilities but falls short of being a fully active user. My staff that have little to no need for full accounts often need to access our clients data and it then becomes difficult for us! Alternatives considered [Bitrix24](https://www.capterra.com/p/113540/Bitrix24/) Reasons for choosing Complete Agency Solutions Ease of use, low learning curve, webinars that trained on a weekly schedule with content that was relevant were the primary drivers. Secondary drivers were costs, for Cloudia Assistant they were lower! Most features were included in the price and not offered as a high cost add on. The biggest reason was the support we got from Cloudia Assistant! The Rep is great and does a wonderful job making sure we know and understand the program features and not only answers question but also answers questions quickly (when we are stuck and need it most!) Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AM Ali M. insurance agent Hospital & Health Care ### "New User" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 5, 2019 Pros Email drips, personalizations of the emails Cons I don't like learning new software programs Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. WW William W. Sales Insurance ### "Cloudia" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 August 5, 2019 Pros Functionality is unlike any other I have seen across multiple industries. Cons As with any cloud based package, you are at the mercy of your connection Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/156496/Cloudia-Assistant/reviews/) Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. 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