For insurance agents

Sell insurance from one place.

Take inbound calls. Compare quotes. Start applications. Know what to work on next—with Sage, your AI co-founder inside Callbase.

Answer. Win. Evolve.

Get Callbase See how it works

Account review and feature eligibility apply.
Calls and paid Sage usage are billed separately.

How it works

One connected workflow.

From a coverage question to a clearer next step. Follow one conversation through Callbase.Illustrative example · fictional case

01
Call

Incoming

Answering a prospect actively looking for coverage, right from your Callbase workspace.

Final Expense · inbound conversation
Consumer wants to cover funeral expenses.
02
Conversation

Understand the coverage need, health details, and what fits the consumer’s budget.

“I’m looking for $15,000 in final expense coverage. How do I know I can keep up with the payment?”

Quote

Comparing carrier rates side-by-side using the integrated Quote & Apply tools.

Compare	Option A	Option B
Requested cover	$15,000	$15,000
Premium	Provider quote	Provider quote
Requirements	Review	Review

04
Apply

Choose an eligible option and open the supported carrier application. Continue with the carrier when the consumer is ready.

Carrier handoff · not submitted
05
Outcome

Logging the result. Keeping the source, conversation, and outcome tied together.

Follow-up needed

Agent’s note: consumer wants to review the monthly budget before applying.
06
Improve

Choose a focused practice session with Sage before the next conversation.

Practice suggestion: affordability concern.
Try asking: “What payment would feel comfortable to maintain?”

No carrier rates are shown. An application handoff is not submission, approval, or coverage.

Quote & Apply

Compare rates. Hand off cleanly.

Keep Quote & Apply next to the work you’re already doing. Compare available provider quotes for the consumer’s details, review the product requirements, and open a supported carrier application when you’re ready to continue.

Available quotes and carrier handoffs depend on your account, provider, and state. Eligibility details.

Sage inside Callbase

Meet Sage.
Your AI co-founder inside Callbase.

A clearer view of your work. A better-prepared next conversation. Sage connects your Callbase activity with call review, case preparation, and focused practice—helping you decide what matters and how to move forward.

Prepare. Review. Practice.

Check a case’s recorded requirements and document status. Revisit a difficult moment in a call. Work on a better response before the next conversation.

Explore Sage inside Callbase

Available help depends on account access and recorded information. You decide what happens next.

Inventory

An optional source of
more conversations.

Need more people to talk to? Purchase qualified inbound insurance calls directly in Callbase. You see the campaign-level rates before activation.

Availability varies. See call pricing and requirements.

Learn & Evolve

You hang up.
The call should keep paying you back.

Keep more than a call log. Review eligible completed calls, record your own outcomes, and choose specific moments for practice. Revisit the question you missed, the objection you rushed, or the next step you could make clearer.

For agencies

One producer’s workspace.
A shared view for your agency.

Bring team visibility, shared playbooks, and licensing awareness into the workday. Authorized agency leaders can see readiness and guide development while private seller coaching stays private.

Agency public enrollment is currently closed. Learn about Agency membership.

Explore Callbase for Agencies

The Details

A few things to know.

Who can join Callbase?

Account review is required, and admission is not universal. Individual producers can use the platform independently without an Agency membership once approved.

How much does it cost?

Individual Callbase has no monthly platform fee. Qualified calls and paid Sage usage are billed separately; account creation does not include free paid usage. See current pricing and billing details.

What can Sage actually do?

Eligible workflows include case summaries, recorded requirements/document status, call review, and practice. The examples here do not send messages, submit applications, or run arbitrary tasks. Case summaries reflect recorded information, not fresh carrier verification. Review and practice require available evidence; they do not guarantee earnings or automatic improvement from every call.

Does Quote & Apply issue a policy?

No. Provider quotes depend on the details supplied and supported products. Licensing, contracting, appointment, application review, and underwriting requirements still apply. Licensing awareness does not grant verified selling authority or automatic appointment approval. Neither a quote nor a recorded outcome confirms coverage.

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