Sage · practical sales improvement

Your agency’s
AI co-founder.

Even if your agency is just you. Turn the work already in Callbase into clearer next steps, better practice, and more confident sales conversations.

Start with Callbase See pricing Talk to sales

$0 monthly Individual platform fee · qualified calls and paid Sage services are separate usage charges

Completed work exampleIllustration only

Read-only case review snapshot

An example of supported case review for eligible accounts. Not real customer data.

Case evidence, not a guessNo carrier contact · no status change
Current case recordRequirements received
Open requirements3 items found
Document inventory4 items found
Useful next stepReview the saved requirements before deciding how to follow up. This snapshot reads existing Callbase records only; it does not submit documents or contact anyone.
Illustrative completed review · read-only · eligible accounts and supported task workflow required
From evidence to improvement

Better work starts with
the right next rep.

Sage connects review, preparation, and practice without pretending a draft is a decision. Use what is verified, name what is uncertain, and leave regulated judgment with the producer.

Illustrative coaching planDraft · not sent

One focused practice loop

A separate example of configured coaching and practice—not an automatic result of the case review above.

  • Open with one permission-based discovery question before discussing price.
  • Practice the “I need to think about it” objection twice, then compare the wording.
  • Write the follow-up as a draft for the producer to review; nothing is sent.
Private producer coaching · managers cannot access it through Agency membership
Grounded

Verified before useful

Case work is grounded in the active read-only review workflow, and only for eligible accounts with supported tasks.

Human-led

Drafts stay drafts

Practice plans and notes are for review. Sage does not make a producer’s coverage, carrier, or customer decision.

Transparent

Know the boundary

Opening Sage, rereading saved results, and viewing your private profile are free. For the revised prepaid offer, paid work is usage-based: review an estimate and a maximum before confirming. The maximum is reserved, not charged. Actual usage is settled after completion and unused reserved funds are released.

For accounts enrolled in the revised prepaid offer: one initial scorecard per eligible finished call, plus private, tentative learning for the verified agent. Optional one-time $25, $50, or $100 funding never expires or resets monthly, with no subscription or automatic replenishment. You can skip funding without blocking setup or call delivery. Eligibility and existing account terms still apply.

Review your Sage wallet & optionally add funds

Who can use Sage

Useful for one producer,
ready for agency work.

Sage is a usage-based capability within Callbase, not a separate public account. Eligible individual producers can use it without a Shared Agency membership. Enrollment for managed Agency memberships is closed.

For individual producers

Improve the work you own.

Start with an eligible Callbase account. Your private coaching remains yours; managers cannot see private producer coaching.

Sign up
For agency leaders

Plan for governed teamwork.

Agency will support managed team workflows with review access tied to team membership and explicit permissions. Agency public signup is not open yet. Catalog preparation does not open enrollment. Sage remains one Callbase capability for eligible individual producers and teams.

View pricing

Private evidence, bounded team review

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

Usage within Callbase: Paid Sage usage is separate from your plan and shown before use; there is no unlimited or free-use promise.
A clear starting point: Sage is available only where the account and supported workflow qualify. A read-only review can show saved evidence, requirements, and document inventory; it cannot contact a carrier or change status.

Talk to sales

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