# Complete Agency Solutions Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Complete Agency Solutions the right Insurance solution for you? Explore 12 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/156496/Cloudia-Assistant/reviews --- Complete Agency Solutions 4.9 (12) [View alternatives](https://www.capterra.com/p/156496/Cloudia-Assistant/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Complete Agency Solutions Ease of use 4.7 Customer Service 5.0 ## Showing most helpful reviews Showing 1-12 of 12 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer Case Resolution Specialist Market Research Used the software for: Less than 6 months ### "The most organized CRM system" June 8, 2021 5.0 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 FB Frank B. MGA / President Insurance Used the software for: 6-12 months ### "Our Agency Experiance!" August 5, 2019 5.0 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/) Reason 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 DM Deborah M. Insurance Agent Insurance Used the software for: 2+ years ### "Automated system delivers your emails to thousands of customers" August 5, 2019 4.0 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 Jeanne Anne L. Satellite Division Insurance Used the software for: 2+ years ### "Great System" August 6, 2019 5.0 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 ST Scott T. Director of Sales & Marketing Computer Software Used the software for: 2+ years ### "Best CRM for Insurance " November 3, 2016 5.0 You will note I am biased because I work for the company offering this product but I have to tell you: I have used more than a dozen different CRM and when it comes to drip marketing, this is the easiest system I have ever learned and used. I can create an email campaign is less than a minute and the options are just what the insurance industry needs. Free Tech Support and Training with no setup fees makes Cloudia the best value available in professional CRMs at only $29.99 per month. One sale and you've paid for it for a year. The fact that you can get a CRM with lead tracking, commission calculation, drip marketing, health quote engine and customized views of your data makes this a very full featured product but integration with CallFire as the dialing machines puts the cherry on top. Pros Very easy to learn and use drip marketing system. Cons No advertising so few people have ever heard of it. Review Source MG Mike G. Sales Agent Insurance Used the software for: 2+ years ### "Simpicity" August 5, 2019 5.0 I have used it for 10 plus years (originally it was the desktop version) and I have thousands of people in the system that I have kept for years. I love the simplicity of the Cloudia system. Pros I love the fact that I can get to my prospect info ASAP. There is not a lot of windows that I have to move through to get to the info and enter in info or send emails. It is plain and simple. It does not COST me time to use Cloudia Cons I wish I could pull up info around people's birthday that way I could target those who are turning 65 and aging into Medicare. Review Source JH Jonathan H. Insurance Broker Insurance Used the software for: 2+ years ### "Customer Relationship Management" August 5, 2019 5.0 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 RB Richard B. Senior agent Insurance Used the software for: 2+ years ### "Couldn't live without it!" August 5, 2019 5.0 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 SH Stanley H. Insurance Broker Insurance Used the software for: 6-12 months ### "This is what I was looking for in an CRM" August 5, 2019 5.0 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. Reason for choosing Complete Agency Solutions It was offering what I was looking for. Review Source WW William W. Sales Insurance Used the software for: 6-12 months ### "Cloudia" August 5, 2019 5.0 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 cM cheprot M. EDITOR Facilities Services Used the software for: Less than 6 months ### "efficiency" May 3, 2021 5.0 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 Reason 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 AM Ali M. insurance agent Hospital & Health Care Used the software for: Less than 6 months ### "New User" August 5, 2019 5.0 Pros Email drips, personalizations of the emails Cons I don't like learning new software programs Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.