Caspian

C tier on Insurance CRM SoftwareScore 6.6 · #4 of 27

Android app: Not listed
Free plan: Yes
Paid plans from: $49/mo
Runs on: api, Web

caspiansol.com

Summary

Caspian is an AI-powered 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. The lead marketplace offers exclusive insurance leads that Caspian says have verified consent and DNC scrubbing, delivered 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, rescheduling links and no-show recovery sequences. Pipeline tools include Kanban boards, task queues, agent leaderboards, QA coaching, reports and attribution. Caspian says it includes TCPA, DNC and 10DLC features such as consent tracking and quiet hours; workflows also support webhooks and an open API. It is available on the web and through an API. A free Starter plan is listed, and Basic is $49 per agent/month, with usage fees billed separately.

Who it is for

Caspian suits independent insurance agents, agencies and call centers seeking insurance-specific customer workflows and reporting. Agency leaders may also find its team dashboards and agent management tools relevant.

What is good

Combines CRM, communications and workflow tools
Exclusive leads include verified consent and DNC scrubbing
Automates appointment follow-up and missed-call texts
Includes consent tracking and quiet hours
Offers a free Starter plan

What to know first

Basic plan usage fees are billed separately
Professional plan is marked coming soon
Monthly paid plans start at $49 per agent

Verdict

Caspian brings insurance-focused communications, pipelines and compliance tools into a single system, with a free entry option. Check the separate usage fees on Basic and the plan details before choosing a paid tier.

Caspian plans and pricing

All plans

Starter Free Starter Free Basic automations · limited sites & forms · basic analytics · basic integrations · managed ops add-on caspiansol.com · 1 Oct 2026

Basic $49/mo $49 per agent/month Full communication hub · workflow automation · compliance & DNC scrubbing · basic support · usage fees billed separately caspiansol.com · 1 Oct 2026

Professional $149/mo $149 per agent/month Everything in Basic · advanced marketing tools · AI-assisted content generation · higher sending limits · premium integrations · priority support · coming soon caspiansol.com · 1 Oct 2026

Team/Enterprise $1,499/mo $1,499 per month Up to 10 agents · team dashboards · advanced analytics & reporting · role-based access controls · custom feature requests · priority support & onboarding caspiansol.com · 1 Oct 2026

Compared on insurance CRM software

Free plan: Nocaspiansol.com
Paid from: $49/user/mocaspiansol.com
Sales pipelines: Yescaspiansol.com
Renewal tracking: Yescaspiansol.com
Agent management: Yescaspiansol.com
Email automation: Yescaspiansol.com

Facts

Product: Caspian is an AI-powered CRM and operating system for U.S. insurance agents across auto, home, life, health, and commercial lines.caspiansol.com · 1 Oct 2026
Core tools: The platform combines CRM, dialer, SMS, email, calendar, pipelines, tasks, workflows, and compliance in one system.caspiansol.com · 1 Oct 2026
Lead marketplace: Caspian offers exclusive insurance leads with verified consent, DNC scrubbing, and real-time delivery into the workspace.caspiansol.com · 1 Oct 2026
Automation: AI workflows can send texts, emails, and ringless voicemails, trigger missed-call text backs, and automate appointment follow-up.caspiansol.com · 1 Oct 2026
Scheduling: Scheduling supports round-robin assignment, buffers, no-show recovery sequences, reminders, reschedule links, and calendar sync.caspiansol.com · 1 Oct 2026
API: Intelligent automation workflows include webhooks and an open API.caspiansol.com · 1 Oct 2026
Analytics: Pipeline management includes Kanban boards with SLAs and assignments, task queues, agent leaderboards, QA coaching, reports, and attribution.caspiansol.com · 1 Oct 2026
Compliance: Caspian states that it has built-in TCPA, DNC, and 10DLC compliance features, including consent tracking and quiet hours.caspiansol.com · 1 Oct 2026
Security: The privacy policy says Caspian uses encryption, access controls, security testing, and regular backups as technical, administrative, and physical safeguards.caspiansol.com · 1 Oct 2026
WhatsApp: Caspian processes WhatsApp messages and related metadata through the WhatsApp Business Platform Cloud API for CRM communication features.caspiansol.com · 1 Oct 2026
Support: The platform advertises 24/7 support, and the what-we-do page says teams receive live training, on-demand videos, scripts, and support for agents.caspiansol.com · 1 Oct 2026
Target customers: Caspian is positioned for independent agents, small and midsize agencies, large call centers, and agency leaders who need insurance-specific workflows and reporting.caspiansol.com · 1 Oct 2026