Caspian is an AI-powered CRM and operating system for U.S. insurance agents across auto, home, life, health, and commercial lines. It combines customer management, dialer, SMS, email, calendar, pipelines, tasks, workflows, and compliance tools in one system. Its marketplace offers exclusive insurance leads that Caspian says have verified consent, DNC scrubbing, and delivery into the workspace. Automation can send texts, emails, and ringless voicemails, respond to missed calls, and follow up on appointments. Scheduling includes round-robin assignment, reminders, calendar sync, reschedule links, and no-show recovery sequences. Pipeline features include Kanban boards with SLAs and assignments, task queues, agent leaderboards, QA coaching, reports, and attribution. Caspian describes built-in TCPA, DNC, and 10DLC features such as consent tracking and quiet hours; workflows also support webhooks and an open API. A free Starter plan is listed. Basic costs $49 per agent/month, with usage fees billed separately.
Who it is for
Caspian is designed for independent insurance agents, small and midsize agencies, large call centers, and agency leaders. It may suit teams seeking insurance-specific workflows and reporting.
What is good
- Combines CRM, dialer, messaging, calendar, and workflows.
- Lead marketplace lists verified consent and DNC scrubbing.
- Scheduling includes reminders and no-show recovery sequences.
- Compliance features include consent tracking and quiet hours.
- Free Starter plan is listed.
What to know first
- Basic usage fees are billed separately.
- Professional is marked coming soon.
- Basic support is listed for the Basic plan.
Verdict
Caspian brings insurance-focused communication, workflow, and pipeline tools into one platform. Review the separate usage fees and plan support levels when comparing its options.
Caspian plans and pricing
All plansCompared on insurance CRM software
- Free plan
- No
- Paid from
- $49/user/mo
- Sales pipelines
- Yes
- Renewal tracking
- Yes
- Agent management
- Yes
- Email automation
- Yes
