Insights

Affordable CRM Cloudia Assistant targets small insurance teams with a low per-user price point ($29.95) and free training, suggesting a compelling value proposition for SMB insurers seeking cost-effective CRM solutions.

All-in-One Value The product bundles automated commission calculation, an integrated quote engine, and drip marketing, positioning it as a comprehensive solution that can reduce outsourcing and software fragmentation for insurance agencies.

Industry Focus Designed specifically for insurance companies and agents, Cloudia Assistant emphasizes domain-fit features and claim that it is built by and for insurers, which can resonate with mid-market and small brokerages looking for industry-aligned workflows.

Low Risk Trials Offers a free 15-day look and free training, enabling quick pilots to demonstrate ROI and fast onboarding, potentially shortening the sales cycle for adopters evaluating CRM migrations.

Growth Signals Financials show sub-$1M revenue with a smaller team, suggesting a niche player in a fragmented market where maintaining affordability and ease of use can be a differentiator against larger competitors.

Similar companies to Cloudia Assistant (Insurance CRM)

Cloudia Assistant (Insurance CRM) Tech Stack

Cloudia Assistant (Insurance CRM) uses 7 technology products and services including Font Awesome, DataTables, jQuery, and more. Explore Cloudia Assistant (Insurance CRM)'s tech stack below.

  • Font Awesome
    Font Scripts
  • DataTables
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • jQuery UI
    Javascript Libraries
  • Select2
    Javascript Libraries
  • Bootstrap
    UI Frameworks

Cloudia Assistant (Insurance CRM)'s Email Address Formats

Cloudia Assistant (Insurance CRM) uses at least 0 email formats:
Cloudia Assistant (Insurance CRM) Email FormatsExamplePercentage

Frequently Asked Questions

What is Cloudia Assistant (Insurance CRM)'s phone number?

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You can contact Cloudia Assistant (Insurance CRM)'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Cloudia Assistant (Insurance CRM)'s official website and social media links?

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Cloudia Assistant (Insurance CRM)'s official website is cloudiaassistant.com and has social profiles on LinkedIn.

How much revenue does Cloudia Assistant (Insurance CRM) generate?

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As of July 2026, Cloudia Assistant (Insurance CRM)'s annual revenue is estimated to be <$1M.

What is Cloudia Assistant (Insurance CRM)'s SIC code?

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Cloudia Assistant (Insurance CRM)'s SIC code is 7372 - Prepackaged Software.

How many employees does Cloudia Assistant (Insurance CRM) have currently?

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As of July 2026, Cloudia Assistant (Insurance CRM) has approximately 3 employees across 1 continents, including Europe. Key team members include Sales Director: B. W. Explore Cloudia Assistant (Insurance CRM)'s employee directory with LeadIQ.

What industry does Cloudia Assistant (Insurance CRM) belong to?

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Cloudia Assistant (Insurance CRM) operates in the Computer Software industry.

What technology does Cloudia Assistant (Insurance CRM) use?

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Cloudia Assistant (Insurance CRM)'s tech stack includes Font Awesome, DataTables, jQuery, jQuery Migrate, jQuery UI, Select2 and Bootstrap.
Cloudia Assistant (Insurance CRM) logo

Cloudia Assistant (Insurance CRM)

Computer SoftwareTexas, United States2-10 Employees

Cloudia Assistant (Insurance CRM) is a software company serving the insurance sector with a CRM solution tailored to insurers and agents. The platform bundles core customer relationship management with features like an automated commission calculation system and an integrated quote engine, aiming to streamline back-office tasks and reduce ongoing costs for subscribing users. Its approach centers on helping insurance businesses manage client communication, nurture prospects, and automate elements of the sales cycle, potentially reducing the need for manual outreach.
Based in Southlake, Texas, the company operates in the software development industry with a focus on delivering an accessible, low-cost CRM option for the insurance market. The solution is positioned as a comprehensive tool for insurance companies seeking to consolidate functionality in one system, including training and support as part of its offering. Cloudia Assistant emphasizes ease of use and targeted applicability to the insurance industry, offering a free trial sign-up through its website. } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } }

Section iconCompany Overview

Phone number
SIC Code
7372 - Prepackaged Software
Employees
2-10

Section iconFunding & Financials

  • <$1M

    Cloudia Assistant (Insurance CRM)'s revenue is estimated to be in the range of <$1M

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