Caspian is a CRM and operating system for U.S. insurance agents working across auto, home, life, health, and commercial lines. It brings customer management, calling, SMS, email, calendars, pipelines, tasks, workflows, and compliance tools into one system. Agents can access exclusive insurance leads with verified consent and DNC scrubbing, delivered to the workspace. Automated workflows can send messages and ringless voicemails, respond to missed calls, and follow up on appointments. Scheduling includes round-robin assignment, reminders, calendar sync, rescheduling links, and no-show recovery. Pipeline tools include Kanban boards, task queues, agent leaderboards, QA coaching, reports, and attribution. Caspian also lists TCPA, DNC, and 10DLC features, including consent tracking and quiet hours. The web and API platform offers a free Starter plan and paid options from $49 per agent/month; usage fees are billed separately on Basic. Caspian is aimed at independent agents, agencies, call centers, and agency leaders seeking insurance-specific workflows and reporting.
Who it is for
Caspian suits independent insurance agents, agencies, and call centers that need insurance-specific workflows, compliance tools, and reporting. It may also fit agency leaders managing agents and pipelines.
What is good
- Free Starter plan is available.
- Supports auto, home, life, health, and commercial lines.
- Automates appointment follow-up and missed-call texts.
- Includes consent tracking and quiet hours.
- Offers web access and an open API.
What to know first
- Basic usage fees are billed separately.
- Professional is marked coming soon.
- Paid plans start at $49 per agent/month.
Verdict
Caspian combines insurance-focused CRM, lead handling, communications, scheduling, and compliance features. A free Starter option is listed, while Basic usage fees are separate from its monthly price.
Get started with Caspian
- Open the Caspian website.
- Choose the free Starter plan or a paid plan.
- Use Caspian on the web or connect through its API.
What the free plan stops at
Starter includes basic automations, limited sites and forms, basic analytics, and basic integrations. Basic costs $49 per agent per month, and usage fees are billed separately.
Questions about Caspian
Is there a free plan?
Yes. Starter is listed as a free plan.
How much does Caspian cost?
Basic is $49 per agent per month, with usage fees billed separately. Professional is listed at $149 per agent per month and marked coming soon; Team/Enterprise is $1,499 per month for up to 10 agents.
What platforms does Caspian support?
Caspian is available on the web and through an API.
Who makes Caspian?
The product is Caspian, and its headquarters are in Tampa, Florida, United States.
Does Caspian offer a free trial?
Yes, a free trial is listed.
What does Caspian include for compliance?
Caspian says it has built-in TCPA, DNC, and 10DLC features, including consent tracking and quiet hours.
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
