Caspian review
A compliance-focused insurance CRM with broad sales workflows and a $49 monthly entry plan.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Caspian pros and cons
- 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
Caspian fact sheet, pricing and score →
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