Services that run your sales—end to end.
We help U.S. health-insurance agencies win more deals with fresh leads, unified communication, smart automation, and training that sticks.
Your Pipeline
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
Premium Leads Delivered in Seconds
Access exclusive, verified insurance leads with instant CRM sync. Every lead is consent-captured, deduped, and scrubbed before delivery.
Average Delivery Time
Lead Quality Score
Exclusive Data Partners
Instant Verification
Every lead is consent-captured, phone verified, and scrubbed against DNC lists.
Real-Time Delivery
Leads flow directly into your CRM within seconds with automatic filtering.
Exclusive Sources
Access to 50+ exclusive data partners providing high-intent insurance shoppers.
Quality Guarantees
Full refunds on invalid leads. We stand behind our quality.
Unified Communication Hub
Manage SMS, email, calls, and voicemail from one unified inbox.
Hi, I'd like to learn more about Medicare Advantage plans.
Can you send me a quote for ACA coverage?
Missed call - Left voicemail
Power Dialer Built for Scale
Make 3x more calls with intelligent auto-dialing and local presence.
Automation That Works 24/7
Real-Time Analytics
Training & Community
Medicare 101
Objection Handling
Advanced Close Scripts
Just closed my biggest deal this quarter! Thanks team for the roleplay feedback.
New script uploaded: Objection handling for short-term plans.
Who's joining the Friday leadership call?
A thriving space for sales professionals to share playbooks and celebrate wins.
Service Packages
We don't just give you software. We set you up for success.
Not sure where to start? Pick a package. We handle the rest.
(Or talk to us—we'll figure it out together.)
Implementation & Migration
Get up and running in 24 hours
Who it's for
Agencies switching from spreadsheets, GHL, or another CRM
What's included
- Full data migration from your current system
- Lead import & deduplication
- Account configuration & branding
- User setup & permissions
- +2 more
What you get
- • Fully configured Caspian account
- • All historical data migrated
- • Team access ready to go
Automation Builds
We build your workflows. You close deals.
Who it's for
Agencies who want done-for-you automation setup
What's included
- Custom workflow design session
- Lead nurture sequences (SMS + email)
- Appointment reminder automations
- No-show follow-up campaigns
- +2 more
What you get
- • 5-10 custom automation workflows
- • Tested & optimized sequences
- • Documentation for your team
Recruiting & Onboarding Setup
Hire faster. Train smarter.
Who it's for
Growing agencies hiring new agents
What's included
- Agent application funnel setup
- Automated interview scheduling
- Onboarding workflow templates
- Training assignment automations
- +2 more
What you get
- • Complete recruiting funnel
- • Onboarding automation workflow
- • Agent performance dashboard
Training & Enablement
Make every agent your best agent.
Who it's for
Teams who want structured training programs
What's included
- Custom training portal setup
- Video course uploads & organization
- Progress tracking & certifications
- Leaderboards & gamification
- +2 more
What you get
- • Branded training portal
- • Course library with tracking
- • Agent certification system
Not sure which package? Let's figure it out together.
No pressure. No weird sales scripts. Just a 15-minute chat.
Compare Platform Plans
See what's included at each tier
| Feature | Starter Free | Pro Contact | Scale Contact |
|---|---|---|---|
| Lead marketplace access | |||
| Unified inbox | |||
| Automations | Basic | ||
| Booking & calendars | |||
| Sites & forms | Limited | ||
| Training & community | |||
| Analytics | Basic | ||
| Compliance guardrails | |||
| Integrations | Basic | ||
| Managed ops | Add-on | Add-on | |
| AI Assist | Limited |
Success Stories
Regional Agency
8 reps
"The unified inbox alone saved us 2+ hours per rep per day."
Medicare Team
12 reps
"Training courses actually stick. Our team feels confident on every call."
B2B Broker
5 reps
"Speed-to-lead is everything. This platform makes us unstoppable."