Close More Policies.
The all-in-one sales platform for insurance agents. CRM, dialer, automation, and compliance guardrails—so you can focus on selling, not juggling tools.
(500+ agents already switched. They're doing fine. You will too.) 😉
Trusted by 500+ insurance agents across the U.S.
2024 Stellar Award
Best AI Automation
As Seen In
USA Wire
500+ Agents
And counting
(Yes, they actually use us — it's not just some random logo from 2 years ago)
How Caspian Works
From lead to closed policy in 4 simple steps
(Yes, it's actually this simple. We promise.) 🤝
Lead Arrives
Import from any source or use our lead marketplace
Fresh, warm, and waiting for you
Clean & Guard
Auto-scrub DNC, verify consent, apply quiet hours
TCPA guardrails, not guarantees
Dial + Nurture
Power dialer + automated SMS/email sequences
While you sleep, we don't
Policy & Report
Track conversions, manage policies, see what's working
Numbers that actually matter
Lead Arrives
Import from any source or use our lead marketplace
Fresh, warm, and waiting for you
Clean & Guard
Auto-scrub DNC, verify consent, apply quiet hours
TCPA guardrails, not guarantees
Dial + Nurture
Power dialer + automated SMS/email sequences
While you sleep, we don't
Policy & Report
Track conversions, manage policies, see what's working
Numbers that actually matter
One CRM for All Insurance Lines. Zero Chaos.
One platform for insurance agents — auto, home, life, health, commercial. Manage leads. Automate work. Stay compliant with TCPA and DNC.
The Problem
Most agents use 5+ different tools.
You waste time. You miss follow-ups.
Phone Calls
SMS/Texting
Email Campaigns
Spreadsheets
DNC Compliance
The Caspian Solution
One platform. Built for health insurance.
Automate compliance. Focus on closing deals.
Auto-Dialing
Text Follow-ups
Drag & Drop
AI Outreach
HIPAA + TCPA
Lead Delivery
<60s
Compliance
98%
Your Pipeline
Features That Get Results
Everything you need to close more deals, faster.
See It In Action
Real screenshots. Real product. No stock photos pretending to be software.
(Yes, this is what you'll actually see when you log in) 👀
CRM & Pipeline
See all your leads, deals, and follow-ups in one place
Finally, a dashboard that doesn't make your eyes bleed
Pick a Workflow and Watch How Caspian Handles It
See how automation works with your real workflows
See Your Workflows in Action
Watch how Caspian automates every step of your sales process—from first contact to closed deal. Select a workflow below to see it visualized.
Lead Progression Workflow
New Lead
Lead enters your system
Auto-Contacted
AI sends first text / email
Appointment Set
Prospect books a time on your calendar
Reminders Sent
Automatic reminders keep them from no-showing
Closed
Deal won and policy details captured
Why Caspian?
Insurance-First Workflows
Most CRMs aren't made for insurance. We are. Every feature fits how insurance agents really work — policy pipelines, renewal tracking, commission splits. Less admin. More sales.
One Login, Everything
Stop paying for five tools. CRM, SMS, dialer, email, forms, booking, AI — one login, one bill. Most agencies save $500+/month.
Compliance Guardrails
DNC scrubbing. Quiet hours. Consent tracking. Opt-out management. Tools to help you stay on the right side of regulations.
⚠️ These are guardrails, not legal guarantees. Consult your compliance team.
Fast Setup
Set up in hours, not weeks. Import leads. Add your team. Start selling today. Simple and fast.
Real Results
Real agencies. Real success. Real numbers.
Trusted By
Before Caspian
12%
Contact rate
After 30 Days
34%
Contact rate
*Results from a 500+ agent health insurance agency, tracked in Caspian dashboards
"Our contact rate nearly tripled. In one week, we closed more than we used to in a month. Every call is compliant. We're never going back."
– VP Sales, National Health Agency (500+ agents)
Verified Caspian customer
See why top agents are switching to Caspian.
Book a DemoRecognized for Excellence
Award-winning technology trusted by insurance professionals nationwide
See why top agents are switching to award-winning technology
Book a DemoSimple, Transparent Pricing
Choose the plan that fits your agency
Basic
Essential CRM tools for individual agents and small teams. Get started with lead management, automated follow-ups, and compliance tools to streamline your daily operations.
- Full communication hub (calls, texts, emails)
- Workflow automation
- Compliance & DNC scrubbing
- Basic support
- Usage fees billed separately
Professional
Advanced AI-powered features for growing agencies. Includes intelligent content generation, premium integrations, and enhanced marketing capabilities to accelerate your growth.
- Everything in Basic
- Advanced marketing tools
- AI-assisted content generation
- Higher sending limits
- Premium integrations
- Priority support
Team/Enterprise
Complete agency management solution for teams up to 10 agents. Includes team dashboards, advanced analytics, role-based permissions, and dedicated onboarding support.
- Everything in Professional
- Team management dashboards
- Advanced analytics & reporting
- Role-based access controls
- Custom feature requests
- Priority support & onboarding
All plans include TCPA & DNC compliance, unlimited conversations, and 24/7 support
No contracts. Cancel anytime. 30-day money-back guarantee.
View detailed pricing →Quick Questions
Common questions about Caspian CRM
Why Caspian Is the CRM Built for Insurance Agents
Unlike generic CRMs, Caspian is purpose-built for insurance agencies selling auto, home, life, health, and commercial insurance. We understand sales cycles, renewal periods, multi-line cross-selling, and the unique compliance requirements of insurance sales.
Caspian replaces 5+ tools with one operating system:
Power Dialer + SMS Platform
Replace CallTools, Mojo, or RingCentral
Lead Management CRM
Replace Salesforce, HubSpot, or spreadsheets
Email & Marketing Automation
Replace Mailchimp or Constant Contact
Scheduling & Calendar
Replace Calendly or Acuity
Compliance & DNC Scrubbing
Automated TCPA and DNC compliance checks
Analytics & Reporting
Real-time dashboards for agency performance
Insurance Industry-Specific Features
TCPA & DNC Compliant
Built-in compliance with TCPA, DNC, and 10DLC regulations to protect your agency
Power Dialer & SMS
Make more calls, send automated follow-ups, and track every interaction in one place
Workflow Automation
Automate repetitive tasks like lead assignment, follow-ups, and appointment reminders
Policy & Commission Tracking
Track enrollments, policies, and commissions with real-time dashboards
AI Sales Assistant
Get AI-powered call scripts, email drafts, and objection handling in real-time
Why We're Different
Most CRMs are built for "everyone." That means they're built for no one. Caspian is built for one thing: helping insurance agents sell more, faster.
Built Only for Insurance
Not another generic CRM. We speak your language — leads, policies, commissions, enrollment periods. Built by insurance veterans who've walked in your shoes.
We know the industryAutomation-First
Set it and forget it. Your AI assistant works while you sleep — following up, nurturing leads, booking appointments. You just show up and close.
Your tireless partnerCompliance-Minded Workflows
TCPA, DNC, CAN-SPAM — handled. Every outreach is compliant by design, with full audit trails. Because lawsuits aren't a good look. 😬
Sleep better at nightWe're not trying to be everything for everyone. We're trying to be the best for insurance agents.
Don't Take Our Word For It
Here's what insurance professionals are saying about Caspian.
"Caspian helped me triple my monthly enrollments in half the time. I can't imagine selling insurance without it now."
Sarah M.
Independent Agent • Florida
"The automated follow-ups are a game-changer. I used to lose track of leads after the first call. Now Caspian's sequences re-engage them automatically — I've rescued so many sales I would have missed."
Marcus T.
Agency Owner • Texas
"Finally, a CRM that understands insurance. The compliance features alone are worth it — I sleep better knowing every call is TCPA-compliant."
Jennifer K.
Team Manager • California
Join 500+ agents already growing their business with Caspian
Caspian isn't for everyone.
And that's okay. We'd rather be great for some than mediocre for all.
Caspian is for you if…
- You want one tool instead of five
- You want compliance baked in, not bolted on
- You want AI that actually saves time
- You're ready to automate follow-up and stop living in your inbox
Maybe not for you if…
- You want a generic CRM with 1,000 features you'll never use
- You prefer spreadsheets and sticky notes
- You think compliance is 'someone else's problem'
Still here? Let's talk.
Book a DemoHealth Insurance CRM FAQ
Everything you need to know about Caspian's CRM for health insurance agents. Can't find the answer you're looking for? We're here to help.
Still scrolling? We get it. You're thorough. 😉
Ready to stop juggling tools and start closing?
15-minute demo. No pressure. Real human on the other end.
Have questions?
Talk to a real person on our team. We're here to help with any questions about Caspian.
Contact UsSee it in action
Book a personalized demo of Caspian and discover how we can transform your agency.
Schedule Demo