Sage

Step into the
film room.

Sage is usage within Callbase: practice objections, refine your script, and review your recordings from the account where your calls live.

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REVIEW MODE
Inbound · Final Expense
02:14 / 04:30
PROSPECT
"I just need something to cover burial costs so my kids aren't left with a bill."
AGENT
"I can definitely get you a quote for that. Let me pull up the available options."
SAGE INSIGHT Missed discovery opportunity. You jumped straight to price without finding out what specific costs they are worried about or who the beneficiary is. A price without value context is harder to defend later.
Call Scorecard
Empathy & DiscoveryNeeds Work
Script AdherenceExcellent
Objection HandlingGood
Manager Note Good energy opening the call, but slow down on the transition to quoting. Ask permission to ask a few health questions before diving into the application.
The Method

No one performs perfectly
on their first try.

Inbound leads are expensive. Practicing on live buyers burns capital and damages confidence. Sage gives you a consequence-free environment to make mistakes, get corrected, and build the muscle memory required to close.

Private Practice

Roleplay with AI personas tuned to specific insurance shopper objections. Get immediate feedback on every response.

Private Review

Upload a recording privately, trace important moments to the source, and turn the review into focused next practice.

Managed Teams

Invite sellers into a company workspace, keep seats explicit, and give approved reviewers a shared view of team coaching progress.

Inside Callbase

Practice where
your calls live.

Sage is a usage-based capability within Callbase, not a separate public account. Individual producers can start with Callbase today; Agency workspaces are coming soon.

For individual agents

Build your own film.

Your practice, conversations, uploads, and progress stay connected to your Callbase account. Applicable Sage usage terms appear before use.

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For agency owners

Coach the team you lead.

Agency will support managed team workflows with review access tied to team membership and explicit permissions. Agency public signup is not open yet.

See Agency pricing

Private evidence, bounded team review

Recordings stay in private storage. Team membership does not expose unrelated personal history, and only approved team reviewers can inspect managed-team evidence. When source evidence is deleted, its attributable coaching derivatives are purged with it.

Usage within Callbase: Applicable Sage terms are shown in the workspace before use.

Talk to sales

Have a large team or need a custom deployment? Get in touch.