Caspian
Caspian: A compliance-focused insurance CRM with broad sales workflows and a $49 monthly entry plan. Ranked #13 of 29 in Insurance CRM Software by our editors (8.0/10); pricing: Paid; best for agents needing compliant lead operations.
At a glance
- Editor score8.0 / 10
- PricingPaid
- Best forAgents needing compliant lead operations
- Free planNo
- Paid from$49/user/mo
- Sales pipelinesYes
- Facts checked20 Sep 2026
Where it wins
- Combines pipelines, calling, SMS, email, and workflow automation
- Tracks policies, commissions, leads, tasks, and team distribution
- Includes TCPA, DNC, consent, and quiet-hours guardrails
Where it doesn't
- Usage fees for SMS, calls, and AI services are billed separately
- Listed platforms are web and API, with no native mobile app
- Advanced features require substantially higher-priced plans
Our verdict on Caspian
Caspian is an AI-powered CRM and operating system for U.S. insurance agents and agencies. It brings lead import, Kanban pipelines, task tracking, calling, SMS, email, voicemail workflows, calendar booking, policy and commission tracking, reporting, and compliance controls into one platform. Its stated audience spans independent agents, small and mid-size agencies, and larger call centers across auto, home, life, health, and commercial insurance. The combination suits teams that need sales operations and insurance-specific tracking in the same system.
Pricing is structured around three plans and a separate lead-scrubbing charge. Basic costs $49 per user per month and includes the communication hub, workflow automation, compliance and DNC scrubbing, and basic support. Professional costs $149 per user per month, adding advanced marketing tools, AI-assisted content generation, higher sending limits, premium integrations, and priority support. Team/Enterprise costs $1,499 per month and adds team dashboards, advanced analytics and reporting, role-based access controls, custom feature requests, and priority support and onboarding. Lead scrubbing is priced at $0.0006 per lead lookup. SMS, calls, and AI services carry separate usage fees.
Caspian’s strongest distinction is the breadth of its operational and compliance workflow: visual branching automation, lead distribution, consent controls, quiet hours, DNC checks, policy and commission tracking, and an AI sales assistant for scripts, email drafts, and objection handling. The platform is listed for web and API access, with an open API supporting broader integration needs. Teams should consider it when compliant lead operations and insurance-specific tracking matter more than a low total cost. Agencies needing native mobile apps or predictable all-in pricing for communications and AI should compare alternatives.
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Caspian pricing
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Caspian fact sheet
| Free plan | No |
|---|---|
| Paid from | $49/user/mo |
| Sales pipelines | Yes |
| Renewal tracking | Yes |
| Agent management | Yes |
| Email automation | Yes |
| Policyholder portal | Not verified |
| Mobile apps | Not verified |
| Money-back guarantee | 30 days |
| Deployment | Cloud |
| Platforms | Web |
| Support | Email, Phone, Community · 24/7 |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Pricing | Paid (source) |
| Website | caspiansol.com |
| Facts checked | 20 Sep 2026 |
Alternatives to Caspian
- InsuredMineA broad insurance CRM with strong agency workflows, integrations, and client-service tools.9.4
- GloveBoxCRMDeep insurance automation with policy workflows, portals, mobile apps, and AMS integrations.9.3
- PolicyTekA life insurance CRM with routing, policy tracking, calling, automation, and agency controls.9.1
See all Caspian alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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