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Opening your workspace…
Getting your tools ready.
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Build Your Agency
Agency enrollment is currently closed. You cannot create or upgrade to an Agency workspace here.
You can read about Agency membership and contact sales for information. This is not an application or enrollment, and it does not activate an agency or change your plan.
Today
Only the work that is current, personal, and ready for your attention.
Meet Sage · your Callbase workspace
Get to know Sage
See what Sage can help with, what is included, and when you choose to pay. Exploring does not turn anything on.
Today
Getting today ready…
Your calls, tasks and guidance will appear here in a moment.
Sage
Need a hand?
Loading Sage priorities…
Your first campaign
Ready to set up your first campaign?
We’ll walk through your options and help you understand the costs before you order.
Current performance
Verified account performance for the current period.
Current campaign conditions
Only conditions that affect receiving calls now.
Today’s call activity
Recent activity is shown only when calls exist today.
Case operations
Carrier exceptions are separated by what needs your judgment, what Callbase handled, and what is recorded for context only.
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Needs You
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Callbase Handled
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No Action Required
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Live market
Inbound opportunities
Find the calls you want. Turn them on.
A simple way to compare options
Look at the call format, the exact condition that makes each product chargeable, and its price. Your saved licensed states are shown for review before you place an order.
Filters and sort
Missing results do not match an active minimum. A reported 0 remains a real value.
Featured opportunities
Available now
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Temporarily unavailable
Quoting tools
Choose a product line and quote in this workspace. You can switch at any time without losing the other form.
Saved quotes
Private to you in this account. Saves the displayed comparison—not applicant details, a live rate lock, or an application. Health saves include only the current results page.
Health / ACA · Real marketplace plans and premiums, powered by HealthSherpa.
Location
Household
Metal level (optional — pick any)
Plan type
Enrollment links are coming soon — they require HealthSherpa marketplace approval. For now, quote here and enroll through your usual EDE flow.
1
Enter the caller's ZIP and household to see live plan quotes.
Life Insurance · Compare available plans with one quote request.
Insured
Health
Coverage & product
Quote comparison only — enrollment is handled through your carrier portal.
Fill in the insured's details and click Get quotes.
Outside call sources
Connect your call platforms
Bring reporting from accounts you manage elsewhere into one view. Callbase never routes, pauses, bills, or changes these outside campaigns.
Your connections
Credentials stay encrypted and are never shown again after you save.
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Only reviewed Actions published by the server will appear. Connecting a provider does not make unsupported work available.
How outside data works
✓A recent history window is imported, then calls stay current through verified callbacks and scheduled syncs.
✓Only campaigns you select appear here. Provider campaign access is checked against your connected account.
✓Outside calls are reporting-only and excluded from Callbase invoices, prepaid balance, routing, and publisher margins.
Agency data operations
CRM Operations
Connect HubSpot, govern typed mappings and sync policies, and review every conflict before either side is overwritten.
Connections & health
Private-app tokens are encrypted and are never displayed after connection.
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Mappings & object policies
Typed field mappings, direction, frequency, and system of record are configured per object.
Select a connection to load policies.
Preview & approved jobs
Cleanup, reconcile, and backfill require a preview and explicit approval. Batches are bounded to 100 records.
Conflicts & resolution
Both-side changes stop for review. Supported choices are keeping CRM with a safe local update, or dismissing for manual review.
Sync history
Per-record outcomes show created, updated, unchanged, conflicted, skipped, and failed work.
Call log
All inbound calls across your campaigns
| Time | Caller | Vertical | Duration | Status | CPL | Outcome |
|---|
Browser call history
Recent activity from Callbase Voice
No browser calls yetBrowser calls will appear here after they end.
Outside calls Externally managed
Reporting from connected platforms. Callbase did not route or bill these calls.
Amounts below are provider-reported performance data, not Callbase charges or credits.
Connect a provider and select campaigns to see outside calls.
Browser Phone requires desktop
Use Callbase on a desktop to receive live browser calls. You can still review calls and performance here. External forwarding is unchanged.
Callbase Voice · Sales execution
Operating Desk
Your phone, live call context, and SAGE sales guidance in one steady workspace.
These calls are not marketplace calls. Browser Voice remains separate from Retreaver billing, prepaid credits, and publisher payouts.
Offline
Browser phone
Connection
Checking browser voice availability...
Offline
Ready for calls
Phone settings
Incoming call alerts
Your phone number
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Call acceptance, mute, and end controls appear only when there is a browser call. Your microphone activates only while connected.
Your choice
Choose a call type to get tips
SAGESales guidance
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Wallet & receiptsBalance—
Sage account controls
Funding and receipts stay here. Any paid answer is reviewed at its exact price before it starts.
Checking wallet…
Price unavailable
Recent receipts
No wallet activity yet.
Callbase intelligence
Sage
Helpful sales tips, not a rulebook. Check current company and state rules before giving advice.
Callbase intelligence
Sage
What would you like to work on?
Your calls, your progress, your next breakthrough.
Your call intelligence
Attention and other Sage tools
What Sage knows about your business
Open to load your Sage profile.
Call Evidence
Upload private recordings for Sage to analyze.
Entering Studio
Configuring your playbook...
Picking up where we left off
Meet your coach.
I’ll learn just enough about your experience and focus areas—then we’ll get straight to practice.
Agency-linked account recognized privately
What I’m hearing
Self-reported:
Observed privately:
Agency-linked account recognized privately. Your answers and evidence stay seller-private.
Your Playbook Summary
Product
Audience
Source
Difficulty
A new baseline is needed
Your last practice did not leave enough detail for Sage to use as a baseline. Nothing was scored. Choose how you want to try again.
Let’s try one short opening. Nothing will call your phone unless you choose “Call me” and give consent.
Practice in progress
Finish your short opening so Sage can prepare one useful starting focus. This is practice, not a score.
No baseline on record
Your setup is saved, but Sage does not have a completed baseline response to use yet.
Agency linkage was recognized privately and did not affect this coaching focus.
A strength to keep
Sage will name a strength only when measured evidence supports it.
One focus for Today
Sage is preparing one bounded next focus.
Sage · Today
Your next conversation starts here.
Your current focus will appear as Sage learns from practice and consented real-call evidence.
Callbase AI · 1 of 4
How calls become coaching
When enabled, Callbase AI processes completed calls with available recordings. Successful runs can produce a transcript, call analysis, coaching, and decisive moments grounded in that conversation.
1
Call completes and recording saves
2
AI analyzes transcripts and extracts metadata
3
Coaching is immediately available in your Sage workspace
Callbase AI · 2 of 4
Reading vs. running AI
Opening Sage, reviewing saved coaching, and reading prior patterns never starts paid processing. New call analysis, roleplay, and a manual win/loss refresh are separate AI runs.
- Read-only: Open saved call coaching and patterns
- Read-only: Review practice progress
- Usage-priced: Process a completed call
- Explicit approval: Practice and pattern refresh actions
Callbase AI · 3 of 4
Actual prices, after completion
No surprises. Actual prices are locked in when a run completes. We only charge for successful runs. If a call fails to process or a transcript is empty, you pay $0.00.
Completed runFinal buyer price shown
In progress or failedNo estimate shown
Charges accrue and appear on your weekly invoice.
Callbase AI · 4 of 4
Access and the off state
Callbase AI is opt-in and follows your account's existing call, transcript, and consumer-data permissions. Turning it off stops new automatic call processing while your saved insights and historical coaching remain available.
Adaptive training · One place to practice
Train the next conversation
Choose a fast rep, rehearse the whole call, or revisit a real decision point without recreating the original caller.
Loading exercises
Finding the recommended practice for your current focus. Nothing will start until you review the session and confirm any price or phone consent.
Practice history
Reopen completed fictional-prospect phone practices and download their saved scorecards.
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Recent call intelligence
Truthful breakdowns of your latest conversations.
Loading your coached calls…
Processing status
Real-time AI activity monitor
Checking activity…
AI run receipts
Final buyer prices from completed work only
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Practice memory
What you're working on.
Checking memory…
Aggregate patterns AI
Across recent outcomes
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Your campaigns
See whether calls are on, what needs attention, and what to do next.
Calls for this account
Checking whether calls can route…
Agency payment requests
Blocks your agency is paying for. A block counts as paid only after Stripe confirms the agency's payment.
Your one-time initial campaign offer
Connected campaigns Read-only
Campaigns managed by another provider. Callbase will never change them.
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Refer & Earn
Give agents a better deal. Earn when they buy calls.
PARTNER
Referrals aren't available yet
The Callbase referral program isn't switched on for your account right now. Check back soon.
Available
—
Ready to redeem
Pending
—
In the hold period
Lifetime earned
—
All-time referral earnings
Active referrals
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Agents buying calls
Referral earnings covered 0% of your Callbase spend this month
CREDIT · Your calls are free this month
Apply to Callbase
Convert your available balance into Callbase buying power. Credit is applied automatically against your future weekly invoices.
Withdraw cash
Paid out to your bank account via Stripe. Payouts are reviewed and typically arrive within a few business days.
Your referral link
Share Callbase with agents you know. When they sign up through your link and buy calls, you earn.
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Your referrals
Agents who joined through your link
CONTACT
No referrals yet
Share your link above — you'll see every agent who joins here, along with what you've earned.
| Agent | Status | Joined | Last activity | Your earnings |
|---|
Redemption history
Cash payouts and Callbase credit conversions.
No redemptions yet.
Billing
Usage and payment details
Free quote searches
Callbase balance
- Available funds
- —
- Pending reservations · not charged
- —
- Settled usage this month · UTC
- —
New campaigns use your available Callbase balance, with no additional payment to create a campaign. Calls can start once account and campaign setup are complete. Existing call credits, Agency-funded purchases and postpaid invoices keep their original terms.
Campaign prices include the number, telephony and included processing. Deposits do not activate a campaign. Included scorecards are not an additional charge. Optional paid Sage work still requires its own estimate and approved maximum.
Spending controls
Daily and monthly maximums for new paid Sage reservations. Included processing is never charged.
Daily cap —Monthly cap —
Payment methods
The saved card used for one-time funding and invoices on this account.
Invoices
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One Callbase usage view
Your account usage, in one place.
Qualified inbound calls are priced by campaign. Included Sage coaching belongs to eligible calls; separately authorized wallet and Action activity remains visible below.
Metered usage this month—
Existing plan overages—Estimated charges on an existing subscription, if any
Move approved work—Settled spend for Actions available to this account
Wallet activity—Previously authorized wallet usage · current balance below
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Current billing arrangement
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Checking subscription status and allowances.
Estimated current-period overages: —
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Callbase calls are billed under your campaign terms. Agency membership, where applicable, is managed in the Agency workspace. No other subscription level is being offered here.
Spend this month
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Last month
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Outstanding balance
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Next billing date
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Weekly invoice · Monday
This billing period
Month to date
Billable calls—
Avg CPL—
Subtotal—
Total accrued—
By campaign / vertical
Subtotals for the selected range — mirrors the line items on your weekly invoice.
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Learning usage detail
The invoiced-call detail behind “Learn from calls” in the Callbase Usage view above.
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Daily spend this month
Per-day billable calls and spend, sourced from your call log.
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Transaction history
Every Callbase balance movement in retail USD. Balances before recording began show as not recorded.
| Timestamp | Kind | Status | Description | Retail credit / charge | Reservation change | Recorded balance after | Receipt |
|---|
Producer evidence ledger
Licensing
See identity, authority, education, and renewal evidence together. Readiness reflects the latest sourced records; it is not proof that a regulator completed a transaction.
Human-only boundary: Callbase may research requirements, assess readiness, and prepare eligible work. You must review and personally complete every signature, attestation, certification, regulated choice, submission, and payment authorization. Public research is never shown as transaction completion.
verified license rows
within 90 days
need human review
Producer identity
Identity and NPN evidence from the licensing record.
Loading producer identity…
State authority & renewal
License, lines of authority (LOA), CE, and renewal windows remain independently sourced.
Loading license records…
| State / license | Status | Lines of authority | CE | Renewal | Evidence |
|---|
Community
Optional help and updates on Telegram.
Join our community (opens in a new tab) ↗Settings
Platform tour
Need a refresher? Replay the walkthrough for finding calls, managing campaigns, quoting, Earn, and Callbase AI.
Your introduction choice is remembered in this browser for this account and sign-in. Replay is always available here.
Sage Messaging
Connect and manage a messaging address for Sage. The address is linked only after you enter the verification code.
Checking Sage Messaging availability…
Enter the 6-digit code. You may paste an older verification proof if this request was already in progress.
Sage payment method
The card used for authorized Sage purchases and usage on this account.
No payment method on file.
Licensed states
The states where you're licensed to sell. New campaigns will only receive calls from these states.
0 states selected
Changes apply to new campaigns you start. To change states on a campaign that's already live, edit that campaign directly.
Carrier contracting
One place to manage your Life and ACA carrier readiness. Quoting remains available while contracting is pending or required.
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Callbase AI ADD-ON
Automatic call analysis, pattern tracking, and coaching.
Billed only for successfully processed calls. Failed runs are never charged.
Actual charges appear on your weekly invoice after completion.
Team & roles
People with access to this account. Roles control what each person
can see and do — Owners administer the team, Operators run campaigns,
Analysts are read-only, and Billing sees invoices and payment methods.
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API credentials
Keys give programs scoped, read-limited access to this account's data.
A key can never do more than the role of the person who created it,
and it stops working if that person leaves the team.
Copy your key now — it won't be shown again.
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Security
Two-factor authentication and active sessions for your sign-in
(these follow you, not the account you're viewing).
Two-factor authentication (TOTP)
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Add this key to your authenticator app (Google Authenticator, 1Password, Authy…),
then enter the 6-digit code it shows to finish.
Enter a current authenticator code to turn off two-factor authentication.
Active sessions
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Account activity
Recent changes on this account — including any made by Callbase Support on your behalf.
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Commissions
Reconcile carrier statements with your book of business. Callbase reports matches and differences for review; it does not determine whether a payment was correct.
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Statements—
Exact—
Probable—
Unmatched—
Discrepancies—
Add a carrier statement
PDF, CSV, XLS, XLSX, or ZIP. The server validates and finalizes the source before its inspection is shown and a reconciliation batch begins.
Maximum size and archive limits are verified by the server. Do not upload password-protected files.
File—
Detected carrierAwaiting upload
Detected format—
Statement period—
Reconciliation review
Select a batch to inspect source-backed matches.
| Classification | Policy / insured | Statement | Book record | Source evidence | Review decision |
|---|---|---|---|---|---|
No batch selected. | |||||
Batches & history
Processing, retry, and prior reconciliation records.
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Actions
Choose what you need done. Callbase keeps the technical work in the background, while portal actions open a reviewed first-party page for you to finish.
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Actions Library
Preview first · no writes before approval
Import My Book
Move agency references, consumers, households, producers, and policies from CSV, Excel, or a reviewed CRM export. Callbase shows mappings, matches, conflicts, and missing information before creating any insurance records.
Private source filesFrozen approval digestResumable batchesPer-row audit trail
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Search and filter actions
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Active Work
Actions that are currently running or waiting on your input.
Needs attention
Running
History
Persistent results, exceptions, and audit-ready timestamps.
Settings & Governance
Carrier connections
Connection requirements are loading.
Permissions
Your server-derived access is loading.
Installed Blueprints
Blueprints group reviewed Actions into a repeatable, governed outcome.
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Usage & value
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Budget guardrails
Set an account-wide monthly cap. Every Action still keeps its own approved maximum.
No Actions have been started for this account.