Wer nutzt diese Software?

Primarily created for the Health/Life/Medicare insurance industries but used in various other industries as well. Created for agents, brokers, agencies and call centers.

Durchschnittliche Bewertung

10 Bewertungen
  • Gesamt 4.9 / 5
  • Benutzerfreundlichkeit 4.7 / 5
  • Kundenservice 5 / 5
  • Funktionen 4.9 / 5
  • Preis-Leistungs-Verhältnis 5 / 5

Produktdetails

  • Startpreis 29,99 $/Monat
  • Preisinformationen Discounts for large groups.
  • Kostenlose Version Nein
  • Kostenlose Testversion Ja
  • Einsatz Cloud, SaaS, Web
  • Training Webinare
  • Kundenbetreuung Support während der Geschäftszeiten
    Online

Angaben zum Hersteller

  • Cloudia Assistant
  • https://cloudiaassistant.com
  • Gegründet 2005

Über Cloudia Assistant

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.

Cloudia Assistant Funktionen

  • Angebotsmanagement
  • Dokumentenmanagement
  • Kontaktmanagement
  • Leben & Gesundheit
  • Provisionsmanagement
  • Reklamationsabwicklung
  • Schaden- und Unfallversicherung
  • Versicherungseinstufung
  • Verwaltung von Versicherungspolicen

Die hilfreichsten Reviews für Cloudia Assistant

Our Agency Experiance!

Bewertet am 5.8.2019
Frank B.
MGA / President
Versicherung, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Things of value that we have solved has been the ability to track commissions, policies, clients and combine calendar features to a useful level!

Vorteile: 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.!

Nachteile: 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!

Best CRM for Insurance

Bewertet am 3.11.2016
Scott T.
Director of Sales & Marketing
Computer-Software
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: 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.

Vorteile: Very easy to learn and use drip marketing system.

Nachteile: No advertising so few people have ever heard of it.

Simpicity

Bewertet am 5.8.2019
Mike G.
Sales Agent
Versicherung, 1.001-5.000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: 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.

Vorteile: 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

Nachteile: 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.

Great System

Bewertet am 6.8.2019
Jeanne anne L.
Satellite Division
Versicherung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
4 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: 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.

Nachteile: 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.

Customer Relationship Management

Bewertet am 5.8.2019
Jonathan H.
Insurance Broker
Versicherung, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: 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

Nachteile: I do not have ant dislikes about this software.

Lies weitere Bewertungen