CRM & Automation Platform for Insurance Agents
One unified platform for leads, conversations, pipelines, calendars, tasks, and compliance. Built for U.S. insurance agencies across all lines — auto, home, life, health, and commercial.
Pipeline Impact Dashboard
Platform Modules
Multi-Channel Conversations
- One shared thread per contact (SMS, email, voice, VM drops)
- Templates, quick replies, smart send times
- Missed-call text back
- Local presence & recording consent prompts
Smart Scheduling & Appointments
- Round-robin, buffers, and no-show recovery sequences
- Reminders across SMS/email
- Reschedule links & calendar sync
Intelligent Automation Workflows
- Visual workflows for capture → nurture → book → close
- AI suggestions for next best step
- Branching by intent & disposition
- Webhooks & open API
Pipeline Management & Task Tracking
- Kanban with SLAs & assignments
- Task queues & dialer lists
- Agent leaderboards & QA coaching
- Reports & attribution to see ROI
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