Modernize Your Agency.

Automate Your Calls.

Accelerate Your Growth.

We Understand Your Challenges!

At Client Connect, our management team brings over 60 years of combined experience in the insurance industry. We understand your day-to-day grind: quoting, servicing, renewals, follow-ups, referrals—the never-ending list of calls and tasks that pull you in every direction.

That’s why we built Sara specifically with the insurance industry in mind. Our deep experience means she’s trained to talk like you, work like you, and support your clients with the same professionalism you expect from your top team member.

Meet Sara!

Your New AI Assistant.

Insurance agents are stretched thin. Between nonstop calls, chasing leads, managing renewals, and daily service work, there’s never enough time. That’s where Sara, your AI Phone Assistant, steps in. She works 24/7, handles inbound and outbound calls, follows up with leads, schedules renewals, and keeps your day running smoothly—without ever missing a beat.

Sara isn’t just software. She’s your hardest-working team member. From booking appointments to answering client questions, she brings speed, consistency, and professionalism to every call. No voicemails. No missed opportunities. Just smarter service and more time for you to grow your agency.

How Can Sara Help with Calls?

Outbound Calls

You’re not just selling policies, you’re building relationships. And Sara’s here to help you do it faster and smarter.

Here’s how she helps grow your business:

Lead Follow-Up & Qualification:

Sara calls new leads, validates their info, and either schedules appointments or live transfers them straight to your team.

Client Rounding Calls:

She checks in with current clients to uncover cross-sell opportunities and deepen coverage relationships.

Renewal Scheduling:

No more chasing renewal appointments. Sara does the outreach, gets them on the books, and keeps your retention rate soaring.

Targeted Client Outreach:
Promoting a new coverage or sharing updates? Sara delivers personalized, compliant calls that keep your agency top of mind and drive results.

Inbound Calls

Sara is available 24/7 to answer all types of inbound calls, delivering friendly, professional service whenever your clients need it.

Here’s how Sara supports your inbound call flow

Customer Service and Support:

Sara answers questions about billing, claims, and policy details quickly and accurately, giving clients the answers they need without waiting.

Appointment Scheduling and Call Routing:
She schedules appointments on the spot or intelligently routes calls to the right agent when live assistance is required.

New Business and Quote Requests:
Sara captures new business inquiries and gathers key information to prepare your team for the next step.

Emergency and After-Hours Calls:
No matter the time or situation, Sara is always ready to provide timely, consistent service that keeps clients satisfied and your agency running smoothly.

Try Sara Out For Yourself!

Outbound Demo

Fill out the form and Sara will “call you” just like she would an insurance lead who recently requested a quote. Listen as she confirms the request, gathers key details, and guides the conversation with warmth, clarity, and professionalism—exactly how she’ll represent your agency.

Let Sara show you how effortless and effective AI-powered follow-up calls can be.

First Name *

Last Name *

Phone *

Insurance Agency *

What type of insurance lead? *

Inbound Demo

Want to hear how Sara greets and helps your clients?

Click the button to call Sara at ABC Insurance and experience a live demo of her handling a typical inbound insurance call. Whether it's a policy question, a service request, or scheduling an appointment, Sara responds with professionalism, clarity, and care—any time, day or night.

Discover how seamless and reliable your client experience can be with Sara on the line.

CLICK TO CALL SARA!

OR

CALL (623) 462-5705

Testimonials

Daren V.

“Sara completely changed the game for us. We used to miss 15–20% of our inbound calls during peak hours. Now, with Sara handling them 24/7, our missed call rate is virtually zero—and our client satisfaction scores have jumped 18% in just three months.”

Deena F.

“What impressed me most is how Sara handles outbound calls. She now follows up with every quote request automatically, and we’ve seen a 27% increase in our contact rate with new leads. That’s time back in my day and more business on the books.”

Chris Y.

“I’ve run a busy agency for over a decade, and this is hands down the best tool we’ve ever implemented. Sara schedules renewal appointments, reminds clients about coverage gaps, and even identifies rounding opportunities we were missing. She’s like having a top tier CSR working nonstop.”

Tom M.

“Our small team was struggling to keep up with call volume, especially after hours. Since bringing Sara on board, clients get immediate help no matter when they call, and we no longer lose sleep or business over missed calls. It’s a huge weight off our shoulders.”