Tech riderRev. 1 Oct 2026

Caspian

Ch 047.0of 27 Insurance CRM Software

1Runs onAPI, Web
2CostsFree plan · free trial · paid from $49/mo
3Sales pipelinesYes
4Renewal trackingYes
5Agent managementYes
6Email automationYes

6 lines stated Written from the maker's own pages: caspiansol.com

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Overview

Caspian is an AI-powered CRM and operating system for U.S. insurance agents working across auto, home, life, health and commercial lines. Its workspace brings together CRM, calling, SMS, email, calendars, pipelines, tasks, workflows and compliance tools. Agents can receive exclusive insurance leads that Caspian says have verified consent and DNC scrubbing. Automated workflows can send texts, emails and ringless voicemails, handle missed-call text backs and follow up on appointments. Scheduling supports round-robin assignment, reminders, calendar sync, rescheduling links and no-show recovery. Pipeline tools include Kanban boards, task queues, leaderboards, QA coaching, reports and attribution. Caspian lists built-in TCPA, DNC and 10DLC features, including 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. Basic costs 49.00 USD per month, billed per agent, with usage fees billed separately; the Professional and Team/Enterprise plans are listed at 149.00 USD and 1499.00 USD per month respectively.

Who it is for

Caspian is aimed at independent agents, agencies of different sizes, call centers and agency leaders seeking insurance-specific workflows and reporting. It may suit teams that want CRM, lead management, communication and scheduling tools in one system.

What is good

Combines CRM, communication and workflow tools.
Lead marketplace lists verified consent and DNC scrubbing.
Scheduling includes no-show recovery and calendar sync.
Built-in compliance features include consent tracking and quiet hours.

What to know first

Basic usage fees are billed separately.
Professional is marked coming soon.
Team/Enterprise costs 1499.00 USD per month.

Verdict

Caspian focuses on insurance workflows, from lead delivery and outreach to pipelines and compliance. A free Starter plan is available, while Basic starts at 49.00 USD per month per agent, plus usage fees.

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