Take the opportunity
See available inbound insurance calls where inventory and eligibility allow.
For insurance agents
Answer. Win. Evolve.
Callbase brings inbound insurance calls, completed-call records, outcomes, Sage practice, and authorized team visibility into one connected loop—so every call makes the next one better.
Inbound callsWhere inventory allows
Visible pricingBefore activation
Call recordsConversation and outcome
Sage practiceAfter configured review
Agency visibilityFor authorized teams
One compounding loop
You hang up. The call should keep paying you back.
Callbase keeps what was said, what happened, and what you should practice next from disappearing when the conversation ends.
Keep the conversation
The completed-call record keeps the conversation connected to its source.
Record what happened
Capture the call outcome instead of leaving it buried in memory or notes.
Practice the moment you missed
Sage turns configured call review into focused practice for the next conversation.
Bring the lesson forward
Start the next conversation with a clearer idea of what to listen for.
Find → answer
Choose an opportunity with the terms in view.
Producers can search the live catalog by insurance product or licensed state preference, see availability, and review the approved per-call rate before activation.The opportunity becomes the source attached to the completed call record.
Record → outcome
Keep the conversation and what happened together.
A completed-call record gives the call a durable place in Callbase. The recorded outcome adds the producer’s result, so later review starts with the actual conversation and its disposition—not a reconstructed memory.That shared context is what makes focused review possible.
Review → practice
Return to the moment worth improving.
Where configured, Sage can use call review to help a producer revisit a specific moment and practice for the next conversation. It supports improvement after the call; it does not replace the producer’s judgment.Private seller coaching evidence remains separate from agency production visibility.
Sequence and copy are illustrative. Availability depends on product inventory, licensing, eligibility, and account configuration.
Two ways into the loop
Built for the producer. Visible to the team.
Own the call from opportunity to outcome.
Start with a live opportunity you can evaluate now. After the conversation, keep the record, outcome, and next practice connected in one producer-led path.
- Live inbound opportunities where availableSearch the current catalog by product or licensed state preference.
- Per-call rates before activationNo monthly platform fee; see the approved retail rate first.
- Completed-call records and outcomesKeep the source, conversation, and producer-recorded result together.
- Sage review and practiceUse configured post-call support to prepare for the next conversation.
See the team’s work without taking over the call.
Agency will connect producer availability, shared playbooks, and production outcomes while private seller coaching evidence remains private.
Illustrative teamFocusStatus
AnaOn a callConnected
MarcusBudget questionPractice
DevonAvailabilityReady
Agency public signup is not open yet. Preview pricing is $749/month for 15 active producers. +$20/mo each additional active producer. Admins/managers excluded. Calls, Sage, and Actions are charged based on usage. Existing authorized teams keep their current access.
Available now
See which calls are actually available.
Search the live catalog. Per-call pricing is shown before activation. Unavailable inventory cannot be purchased and stays visible.
Product availability, contracting, licensing, eligibility, and provider configuration vary. See pricing details.
Where Callbase is going · limited availability
The call ends. Its value should not.
See what happened. Practice the moment you missed. Move approved follow-up forward—with you in control.
Get better. Get the work moving.
Sage helps producers improve after the call. Actions carry supported, approved work forward. These broad Action workflows are not currently available. Browser, CRM, carrier, and quoting workflows depend on account and provider configuration.
Learn
Sage turns exact moments from configured call review into focused practice.
Move
Available Actions prepare supported next steps for review instead of pretending the work ran.
One usage view
See customer-visible Sage usage and available Action spend together—not in a maze of separate AI meters.
Callbase
Every call makes the next one better.
Start with available inbound calls, then keep the conversation, outcome, and next practice connected.