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Caspian
Tampa, Florida, United States
What it is
Caspian is an AI-powered CRM and operating system for U.S. insurance agents handling auto, home, life, health, and commercial lines. It combines CRM records, dialing, SMS, email, calendars, pipelines, tasks, workflows, and compliance tools. Its lead marketplace offers exclusive insurance leads with 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, buffers, reminders, reschedule links, calendar synchronization, and no-show recovery. Pipeline management provides Kanban boards, assignments, SLAs, task queues, agent leaderboards, QA coaching, reports, and attribution. Caspian describes TCPA, DNC, and 10DLC controls with consent tracking and quiet hours. Workflows support webhooks and an open API. A free Starter plan is listed; Basic costs $49 per agent/month, with usage fees billed separately. Professional is $149 per agent/month, and Team/Enterprise is $1,499 per month.
For and against
For
- Insurance-focused CRM and operating system
- Verified-consent lead marketplace
- Automated multi-channel follow-up
- Built-in TCPA, DNC, and 10DLC controls
- Free Starter plan available
Against
- Basic usage fees billed separately
- Professional plan marked coming soon
- Paid plans priced per agent
- Team/Enterprise plan costs $1,499 monthly
The verdict
Caspian brings insurance sales, communication, scheduling, automation, and compliance into one workspace. Its plan structure and usage charges should be weighed against the need for insurance-specific tools and reporting.
Who it suits
It suits independent agents, small and midsize agencies, large call centers, and agency leaders needing insurance-specific workflows. Teams can use its reporting, agent management, renewal tracking, and communication automation.
Plans and prices
Basic
Full communication hub · workflow automation · compliance and DNC scrubbing · basic support
Read 21 Oct 2026 · caspiansol.com
Professional
Everything in Basic · advanced marketing tools · AI-assisted content generation · higher sending limits
Read 21 Oct 2026 · caspiansol.com
Team/Enterprise
Up to 10 agents · team dashboards · advanced analytics and reporting · role-based access controls
Read 21 Oct 2026 · caspiansol.com
Starter
Basic automations · limited sites & forms · basic analytics · basic integrations
Read 1 Oct 2026 · caspiansol.com
On the record
- AI sales assistant
- The built-in assistant answers questions, drafts outreach, creates call scripts, handles objections, and can schedule appointments against calendar availability.caspiansol.com · read 21 Oct 2026
- Analytics
- Pipeline management includes Kanban boards with SLAs and assignments, task queues, agent leaderboards, QA coaching, reports, and attribution.caspiansol.com · read 1 Oct 2026
- API
- Intelligent automation workflows include webhooks and an open API.caspiansol.com · read 1 Oct 2026
- API and extensibility
- The platform page advertises webhooks and an open API for workflow integrations.caspiansol.com · read 21 Oct 2026
- Automation
- AI workflows can send texts, emails, and ringless voicemails, trigger missed-call text backs, and automate appointment follow-up.caspiansol.com · read 1 Oct 2026
- Award news
- A company article dated January 15, 2025 says Caspian Solutions won the 2025 Stellar Business Award for Best AI Automation in Tampa.caspiansol.com · read 21 Oct 2026
- Company launch
- The maker says Caspian launched in 2025 after being built and tested inside a major U.S. health-insurance agency.caspiansol.com · read 21 Oct 2026
- Company principals
- Florida records name Rauf Verdiev and Oktay Khasiyev as authorized members, with Verdiev also listed as registered agent.search.sunbiz.org · read 21 Oct 2026
- Compliance
- Caspian states that it has built-in TCPA, DNC, and 10DLC compliance features, including consent tracking and quiet hours.caspiansol.com · read 1 Oct 2026
- Compliance controls
- Caspian provides TCPA consent logging, DNC and opt-out handling, quiet hours, state-based time rules, 10DLC guidance, and contact audit records.caspiansol.com · read 21 Oct 2026
- Compliance limitation
- The maker describes its TCPA and DNC functions as guardrails rather than legal guarantees and advises consulting a compliance team.caspiansol.com · read 21 Oct 2026
- Core platform
- The platform combines leads, conversations, pipelines, calendars, tasks, and compliance in one system.caspiansol.com · read 21 Oct 2026
- Core tools
- The platform combines CRM, dialer, SMS, email, calendar, pipelines, tasks, workflows, and compliance in one system.caspiansol.com · read 1 Oct 2026
- Implementation
- Caspian says it can import data, configure accounts, set permissions, build workflows, and bring most teams live in days.caspiansol.com · read 21 Oct 2026
- Independent company description
- Crunchbase describes Caspian as software for insurance agencies covering lead, pipeline, communication, scheduling, policy, commission, training, and compliance workflows.crunchbase.com · read 21 Oct 2026
- Independent contact estimate
- Prospeo lists estimated annual revenue of $342,220 and estimated valuation of $1.1 million; these are third-party estimates rather than company-reported figures.prospeo.io · read 21 Oct 2026
- Independent employee estimate
- Prospeo estimates the company at 1–10 employees and reports no disclosed funding, differing from LinkedIn's 11–50 employee range.prospeo.io · read 21 Oct 2026
- Independent review availability
- No customer rating or review count for Caspian was displayed on the independent company and software-directory pages located during this research.prospeo.io · read 21 Oct 2026
