--- title: "Complete Agency Solutions Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Complete Agency Solutions Software - reviews, pricing plans, popular comparisons to other Project Management products and more." source_url: "https://www.capterra.com/p/156496/Cloudia-Assistant/" page_type: "product" language: "en" --- # Complete Agency Solutions Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 24, 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)[FAQs](#faqs)[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? [Project Management](https://www.capterra.com/project-management-software/)[Insurance](https://www.capterra.com/insurance-agency-software/) Top alternative Featured Overall rating Based on 12 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $29.99 Flat Rate, Per Month Free trial available Free version not included 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://www.g2.com/products/complete-agency-solutions/claim_requests/new?auto=true) ## Complete Agency Solutions Overview Updated September 2026 AI summary Complete Agency Solutions offers cloud-based tools for businesses of all sizes seeking to manage insurance operations. It covers essential functions such as commission tracking, contact and document organization, policy administration, and quote generation. Optional features extend support to life and health insurance and workflow management, allowing companies to tailor processes across insurance-related activities. ## 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. [4.7 (284)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/) Starting Price $29.99 Flat Rate, Per Month Starting Price $70 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.7 (12) Ease Of Use 4.7 (258) Value For Money 5.0 (11) Value For Money 4.7 (252) Customer Service 5.0 (11) Customer Service 4.9 (237) ## Complete Agency Solutions alternatives [4.2 (142)](https://www.capterra.com/p/70671/Applied-Epic/reviews/) Starting price $1000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 80% of reviewers rated it above 4 stars [4.7 (129)](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/reviews/) Starting price $109.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [3.6 (22)](https://www.capterra.com/p/167497/Macaw/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 55% of reviewers rated it above 4 stars Highest Rated [4.9 (41)](https://www.capterra.com/p/171245/NextAgency/reviews/) Starting price $85.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/156496/Cloudia-Assistant/alternatives/) ## FAQs about Complete Agency Solutions Overview ### Which roles and teams benefit most from Complete Agency Solutions? Complete Agency Solutions is most used by insurance brokers, agents, and sales teams that manage client policies, quotes, and renewals in one place. Agency leaders and marketing executives use it to oversee pipelines, reporting, and growth, while service and resolution staff streamline customer follow-up, documentation, and case handling. Answer based on 12 reviews Overview ### What company size and specific industries is Complete Agency Solutions built for? Complete Agency Solutions is designed for agents, brokers, agencies, and call centers in the Health, Life, and Medicare insurance industries, while also serving users in other sectors. It is built for organizations that manage insurance sales and service operations rather than a specific company size. Features and Usability ### What are the key features of Complete Agency Solutions? Complete Agency Solutions offers commission management, contact management, document management, insurance policy management, and quotes/estimates. It also includes document storage, email marketing, and workflow management for organizing agency records, tracking client information, handling policy details, and managing commission-related processes. Getting Started and Support ### What training and onboarding options does Complete Agency Solutions offer? Complete Agency Solutions provides webinars for training and onboarding. Webinars support live, instructor-led sessions that can present product features, setup steps, and common workflows in a structured format for teams beginning to use the software. Getting Started and Support ### What customer support options does Complete Agency Solutions offer? Complete Agency Solutions provides chat support for users who need help. No reviewer feedback about support is available, so customer experience with response times, helpfulness, or problem resolution cannot be described from the catalog data. ## Features AI summary Based on 470 Project Management reviews Not all Insurance products cover every must-have feature. Here is what Capterra reviewers flag as essential when choosing a solution: - **Payment Processing** (**64%** of reviewers rated this feature as critical) - **Insurance Policy Management** (**56%**) - **Policy Management** (**52%**) Complete Agency Solutions includes **Insurance Policy Management**, which supports agencies in organizing policy details and keeping client coverage information up to date. However, it does not offer **Payment Processing** or **Policy Management**. Instead, it provides other features that reviewers also rate as important, including **Document Management** (**53%**) and **Quotes/Estimates** (**43%**). These features help businesses keep records organized and prepare pricing information efficiently, allowing teams to manage client information and sales workflows more effectively. 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 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 Commissions Calculating and administering percentages of policy premiums to be paid to sales representatives on closing a deal 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 Complete Agency Solutions 10 features ### All Features - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Commissions: Calculating and administering percentages of policy premiums to be paid to sales representatives on closing a deal - 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 - Insurance Policy Management: Create, administer and manage insurance policies for various customers and insurance lines - Life & Health: Businesses operating within the life and health insurance sectors - Quotes/Estimates: Generate quotes or estimates for customers - Workflow Management: 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 AN 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 Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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 Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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 Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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 Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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 Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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 Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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 Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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