We help insurance teams sell more with less busywork
Caspian is the operating system for insurance agencies. Get fresh leads, automate follow-ups, and keep every conversation in one place.
- Fresh, exclusive auto, home, life, health, and commercial leads
- All-in-one CRM, dialer, SMS, email, and calendar
- AI workflows that follow up faster than any human
- TCPA & 10DLC guardrails built in
Lead → Sale Pipeline
All the tools in one simple platform.
We keep it simple: fill your pipeline with quality leads, keep every conversation in one thread, and let the system handle the busywork.
Fresh Lead Marketplace
Exclusive auto, home, life, health, and commercial insurance leads. Verified consent, DNC scrubbed, and delivered straight into your Caspian workspace in real time.
Learn moreAll-in-One CRM & Automation
Calls, SMS, email, pipelines, calendar, tasks, and workflows—all in one login so agents don't have to jump between five tools.
Learn moreTraining & Sales Scripts
Short videos, real call scripts, and proven talk tracks built with top producers. Onboard faster, coach easier, and help new agents close their first deals sooner.
Learn moreCommunity & Leaderboards
Private chat groups, weekly calls, and friendly challenges. Celebrate wins, share what's working, and keep your team fired up.
Learn moreHow Caspian powers your sales day
Fill your pipeline
Connect your lead sources or buy fresh Caspian leads. Every new lead lands in one shared inbox, tagged and ready to work.
Automate outreach
AI workflows send texts, emails, and ringless voicemails based on your rules. Missed calls trigger instant text-backs so no lead is left hanging.
Book more appointments
Smart calendar booking suggests times, sends reminders, and reschedules automatically. Prospects pick a time; Caspian handles the follow-up.
Close and track policies
Agents update outcomes in simple pipelines. Caspian tracks applications, policies, and estimated commissions so managers see real performance in one dashboard.
See How Caspian Works, Step by Step
Follow the ship to see how Caspian moves a lead from first contact to paid policy.
Capture New Leads
Caspian pulls in leads from your website forms, ad campaigns, and our Fresh Lead Marketplace. Every lead appears in one clean queue, tagged and ready to work.
Sarah M.
Facebook Ad
Just now
John D.
Website Form
2m ago
Mike R.
Marketplace
5m ago
Workflows in action
Caspian automates every step of your sales process—from first contact to closed deal. Pick a workflow to see how it plays out on your team.
Nurture leads into customers
Smart Booking Dashboard
See the full journey—from lead to policy
Caspian doesn't stop at the sale. It tracks what happens after the application is submitted.
- View which applications are pending, approved, or need more info
- See policies by product, carrier, and agent
- Get basic commission estimates right on the dashboard
- Spot bottlenecks—like stalled underwriting or slow follow-ups—in minutes
This gives owners and managers a true "source-to-policy" view of their agency.
Policy Pipeline Dashboard
Compliance built in, not bolted on
Insurance is heavily regulated. Caspian was built with that in mind.
TCPA consent logging
on every lead
DNC scrubbing
and opt-out handling
Quiet hours
and state-based time rules
10DLC registration
guidance and audit logs
Clear records
of who contacted whom, when, and how
High-volume outreach
without compliance guesswork
Built for insurance agents, teams, and call centers
Independent agents
who want a simple, all-in-one system
Small and mid-size agencies
that are tired of duct-taping CRMs and dialers
Large call centers
that need consistent workflows, training, and reporting
Leaders
who want to see real numbers: leads, appointments, policies, and revenue
Fast setup, real support
- We import your leads and help connect your existing tools
- We set up your first workflows for outreach and appointment booking
- Your team gets live training plus on-demand videos and scripts
- Our support team is available to help agents, not just admins
Most teams go live in days, not months
No guesswork. No busywork. Just results.
Let's walk through your workflows and see how Caspian can plug in. Whether you need more leads, better follow-up, or a cleaner CRM—we'll show you exactly how it works.
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