Free tools for insurance agents

Close more policies — and stay compliant through 2027.

Free calculators and compliance checkers built for U.S. insurance agents — powered by Caspian’s power dialer, AI sales assistant, and built-in TCPA & Medicare compliance.

4.9 — trusted by 500+ agencies
As seen across U.S. insurance
Sarah in FL just checked her TCPA 2027 risk
Medicare ReadyNABIP MemberTCPA CompliantA+ Carrier NetworkSOC 2Final Expense ProsHealth & LifeAgency GrowthMedicare ReadyNABIP MemberTCPA CompliantA+ Carrier NetworkSOC 2Final Expense ProsHealth & LifeAgency Growth

How the tools work

Pick a tool

Choose a calculator or compliance checker.

Get your number

Answer a few questions, see your result instantly.

See the fix

Get a demo of how Caspian closes the gap.

The old way vs. the Caspian way

Same hours in the day. Very different results.

Without Caspian

  • Manual dialing, one number at a time
  • Leads tracked in spreadsheets
  • DNC scrubbing by guesswork
  • Follow-ups that slip through the cracks
  • Compliance you hope is right
  • No idea which lead source actually pays

With Caspian

  • AI-assisted power dialer — 3–4× the conversations
  • Every lead, call, and result in one CRM
  • Built-in DNC scrubbing on every campaign
  • Instant speed-to-lead + automated nurture
  • TCPA & Medicare compliance handled for you
  • Full attribution — know your ROI per source

Results agents can measure

Representative outcomes from agencies that moved their sales motion onto Caspian.

0%

More conversations per agent

<0s

Faster average speed-to-lead

0+

Agencies running on Caspian

0pts

Average compliance score lift

+$140K

added quarterly pipeline after switching to the AI-assisted dialer and automated nurture.

Gulf Coast Insurance · FL

0 violations

across 14 months — DNC scrubbing and consent tracking run automatically on every campaign.

Lone Star Medicare · TX

18 hrs/wk

saved per agent on manual dialing, list management, and follow-up logging.

Buckeye Life Group · OH

Figures are representative examples for illustration, not guarantees of results.

How it works

Three steps from curious to closing.

  1. 1

    Use a free tool

    Pick a calculator or compliance checker and answer a few quick questions about your agency.

  2. 2

    Get your personalized report

    See your score, dollar figures, and the exact gaps to close — instantly, on screen and in your inbox.

  3. 3

    Book a 30-min demo

    We map your numbers to Caspian’s dialer, AI assistant, and built-in compliance. No commitment.

Loved by agents across the country

Real results from agencies running on Caspian.

The power dialer alone paid for Caspian in the first month. We finally stopped leaving money on the table with slow follow-ups.
S

Sarah M.

Gulf Coast Insurance · FL

TCPA used to keep me up at night. Now consent and opt-outs are handled automatically and I sleep fine.
M

Marcus T.

Lone Star Medicare · TX

Medicare call recording was a compliance headache. Caspian records, tags, and retains everything without me thinking about it.
P

Priya K.

Bayside Senior Benefits · CA

Our speed-to-lead went from 8 minutes to under 30 seconds. Close rate jumped and my agents actually like the workflow.
D

Dan R.

Buckeye Life Group · OH

The AI assistant drafts my follow-ups and books the callback. It’s like adding a rep without adding payroll.
E

Elena V.

Desert Health Advisors · AZ

We onboarded four new agents last quarter and every one was dialing compliant scripts on day one.
J

James P.

Peach State Coverage · GA

Frequently asked questions

Everything you need to know before you dive in.

Ready to close more policies and stop worrying about compliance?

Book a free 30-minute demo and see how Caspian puts your dialing, follow-ups, and TCPA & Medicare compliance on autopilot.