In Episode 9 of From The Darkhorse’s Mouth, titled “Meet Sara,” Dan and Carly Garzella are joined by Matt Godek with Client Connect, to dive into what’s possible with AI assistants.

If you’re looking to transform client communications, this episode breaks down how AI is reshaping the insurance industry – and what it means for the future of agency growth. The conversation starts with the story behind Client Connect and their mission to help agencies shift from constant reactive firefighting to proactive, scalable service.

We then dive into Sara, an AI-powered phone assistant built specifically for insurance. Designed to “talk like you, work like you,” Sara manages both sales and service tasks – from outbound lead qualification, cross-sell outreach, and renewal scheduling to inbound support like call routing, client inquiries, and 24/7 emergency coverage. Real-world results show dramatic improvements in client satisfaction, retention, and lead conversion – while giving agency teams back their time.

Finally, we look at the business model and ROI – how tiered packages make AI tools accessible, the cost savings agencies are experiencing, and the broader role of AI as the industry moves toward digital-first operations.

Whether you’re focused on reducing missed calls, improving client satisfaction, or unlocking new growth opportunities, this episode offers a forward-looking guide to how AI can help agencies ring in the results.

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