Agency Membership

Your agency. One place
to move it forward.

Keep team priorities, licensing follow-up, and shared playbooks together—so you can spend less time piecing together what needs your attention.

Agency Home

Start with what needs your attention. See team setup progress and clear next steps, then open the right workspace to follow through.

Playbooks & Licensing

Give your team shared playbooks and keep licensing follow-up visible. Review available evidence and outstanding work; Callbase does not certify compliance or replace carrier and state requirements.

Setup Drafts

Save your agency details, draft team contacts, product interests, and operating notes. Return when you’re ready and review them together. Saving a draft does not send invitations, activate campaigns, or change routing or billing.

Authorized Production Visibility

Gain transparency into the authorized production occurring within your agency. Monitor call volumes and completed connections without encroaching on sensitive interaction details.

Straightforward membership.

Designed for organizations ready to scale their coordinated production securely.

  • $749 / month base membership
  • Includes 15 active producers
  • +$20 / month per additional producer
  • Admin-only and manager-only users do not count toward active-producer seats
  • Calls, Sage, and Actions billed by usage
Public signup explicitly closed.

The boundary for private coaching.

We believe growth requires a safe space to fail. While Agency managers get authorized production visibility, they explicitly cannot access an agent’s private Sage coaching evidence. This strict boundary ensures producers can honestly engage with coaching feedback without fear of management reprisal.