Meet Latch-Sage
Your whole platform, run by voice or text. Tell Sage what you want in plain words and it navigates, quotes, drafts, and books for you — every real change gated by a quick yes/no.
Watch it run the CRM, step by stepLatchLab buy fresh & aged leads without leaving the CRM
Wallet · $420.00
Final Expense
Mortgage Protection
Tennessee
Fresh first
Live transferFinal Expense · TN
24 available now · ● fresh
$28.00per lead
Buy
Aged form · hand-raiserFinal Expense · TN
180 available · ClosrLeads
$6.50per lead
Buy
Aged leadFinal Expense · TN
500 available · GOAT Leads
$1.75per lead
Buy
In-network pricing, paid from your wallet — leads drop straight into your pipeline.
Needs call 7Drafts 12Follow-ups 5 Hottest float to top
BWBrenda Wallace64 · Final Expense · TNWants a call now "Yes, call me this afternoon"Texted 2 min ago · consent on file96
RORaymond Ortiz58 · Term · GAReplied 4 min ago "What would 250k run me?"Drip touch 3 · opened 2×91
GMGloria Meade67 · Final Expense · OHOpened 3× Clicked the coverage linkSpeed-to-Lead · no reply yet84
DKDenise Kwan61 · IUL · TXBooked 5:30 PM AI qualified · budget $65/moAuto-Concierge booked it79
Coverage goal
$15,000 final expense
Health
Type 2 diabetic · insulin
Budget
$40 / mo
Beneficiary
Daughter — Nia
Activity
● Call connected — you're live with Brenda
● Brenda texted "call me this afternoon"
● Auto-Concierge qualified · budget $40/mo
● Brenda texted "call me this afternoon"
● Auto-Concierge qualified · budget $40/mo
Live call view listening
What to say next
- Warm open: "Brenda, this is about protecting Nia, right?"
- She's diabetic on insulin — lead with a level, no-exam plan.
- Budget $40/mo — Mutual of Omaha lands under it. Anchor there.
Quote from this call
Mutual of Omaha$38.42/mo
Aetna (CVS)$41.10/mo
BWBrenda Wallace Connected02:14
End
Final ExpenseTermIUL
1Mutual of OmahaLiving Promise · LevelVerified rateInstant issue$38.42/mo
2Aetna (CVS Health)Accendo · LevelVerified rateInstant issue$41.10/mo
3AmericoEagle Premier · LevelBallparkInstant issue$43.75/mo
Illustration only — the carrier's application sets the final rate.
BW
Brenda Wallace· Speed-to-Lead · touch 1 Ready
Hi Brenda, it's Marcus with your benefits team. The underwriter assigned to your file has us going over your updated coverage this afternoon or this evening — which works better?
SMSConsent on fileEditApprove & send
RO
Raymond Ortiz· Drip · touch 3 Ready
Raymond, quick one — I've got your term options pulled up and can walk you through the numbers this evening. I'll plan to call you around 6, that work?
SMSConsent on fileEditApprove & send
BWBrenda Wallace+1 (865) 555-0142 · Final Expense AI handling
You · approved
…going over your coverage this afternoon or this evening — which works better?This afternoon. What's this about again?
Auto-Concierge
You'd asked about final expense so your daughter isn't left with the cost. What monthly budget feels comfortable?Maybe $40 a month
Booked
Perfect — I've got Marcus calling you at 5:30 today. Booked ✓ What the AI captured
StatusQualified
Budget$40 / mo
ConsentOn file
Call booked
Today · 5:30 PM
On your calendar · reminder queued
Sage does the work — you just say yes
Latch-Sage will:
Tag your 12 hottest final-expense leads "hot-fex"
Enroll them in the FEX drip — drafts only, nothing auto-sends
Scoped to your team only — never the whole platform
That's LatchCRM
Speed-to-lead, calling, coaching, quoting, qualifying, booking — automated. You make the calls and close the deals; Latch-Sage runs the rest.
Automate everything but the sale