Caspian

No phone app

6.2No. 14 of 27
in Insurance CRM Software

Recognised40% of the score20
Phone app26% of the score0
Documented20% of the score76
Free plan14% of the score100

Free plan: Yes
Paid plans from: $49/mo
Runs on: api, Web

Summary

Caspian is ranked #14 of 27 in insurance CRM software on Samsung Mobile US Press. It runs on API, Web. There is a free plan. A free trial is offered. Paid plans start at $49/mo.

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