Facebook
Twitter
LinkedIn

In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Jacob Simon, Founder & CEO at Adapt API. They discuss the benefits of using Adapt API to streamline processes and automate repetitive tasks and the challenges of automating the exchange of information between carriers and agencies. 

 

Episode Highlights:

  • Jacob explains that account managers are actually some of their biggest supporters as RPA frees them up to focus on revenue-bearing activities. (6:29)
  • Jacob shares the biggest piece of pushback he gets, including concerns about carrier coverage and potential job loss due to automation. (15:36)
  • Jacob discusses the challenges of building technology in insurance due to the lack of standardization and the complexity of API integration. (24:52)
  • David shares his experience as a commercial producer and his decision to start his own company. (27:19)
  • David discusses the potential pushback from employees who fear losing their jobs to automation and the benefits of using virtual professionals and how automation can take agencies to the next level. (32:06)
  • Jacob shares that Adapt API is integrated with other systems such as NowCerts, Hawksoft, and AMS 360. (37:25)
  • David talks about the importance of being an adopter or adapter of new technology in the insurance industry and highlights the benefits of being at the forefront of new developments. (38:45)

 

Tweetable Quotes:

  • “What we’ve done with Adapt API is, we are automating a lot of these repetitive tasks, these things that are steps one through ten, do the same thing every single day. We do it for you with the software, so that you can focus on the actual relationship driven and insurance side of the business.” – Jacob Simon
  • “We have something that works for most agents, you’re going to be paying just like a usage basis, which ends up being, you know, much, much, much lower than any of those custom build solutions would be.” – Jacob Simon

 

Resources Mentioned:

The Power Producers Podcast where we are refining and redefining the sales game.

Kyle Houck

wholesale

Mastering Wholesale Partnerships: Submission Strategies, Underwriter Relationships, and Technology Tools for Middle-Market Success

In today’s competitive insurance marketplace, middle-market agencies must leverage every available advantage to win and retain business. One of the most underutilized yet powerful resources at an agent’s disposal is the wholesale market. By establishing strong partnerships with wholesalers, agents can access capacity, expertise, and proprietary programs that are often unavailable through direct channels. However, success in the wholesale arena requires more than simply submitting risks and hoping for the best.

Read More »
Client

How AI-Powered Workflows Are Transforming Sales, Marketing, and Client Communication

In the fast-paced world of commercial insurance, where every hour counts and every interaction matters, producers and agency owners are turning to artificial intelligence not as a replacement for human connection—but as a force multiplier. AI tools like ChatGPT are no longer just novelties or futuristic concepts. They are strategic business assets, helping commercial producers streamline workflows, scale personalization, and reclaim valuable time.

Read More »
Sales

How to Reverse Engineer Your Insurance Sales Goals with a Business Plan That Actually Works

Most commercial insurance producers fail not because they lack talent, but because they lack a plan. They enter the year with vague production targets—usually handed down from management—and hope that pure effort or luck will lead to success. But in the middle market, hope is not a strategy.

If you want to build a book of business that produces consistent results and long-term revenue, you need to think like a business owner. That means developing a business plan that is personal, measurable, and rooted in data. In this post, we’re going to show you how to reverse engineer your sales goals, simplify your sales pipeline, and build a weekly rhythm that supports growth without burnout.

Read More »
Captive

Overcoming Mental Roadblocks to Selling Captive Insurance: Strategies for Retaining High-Value Clients

When it comes to retaining large, high-value clients in the middle market, captive insurance should be one of the first solutions every producer considers. Yet many agents avoid the topic entirely—often for reasons that have less to do with the client’s needs and more to do with the producer’s own hesitations.

The truth? Failing to offer captives could cost you a $300,000 revenue client overnight. And in today’s competitive market, someone else will step in and take that account if you don’t.

In this post, we’ll break down the three biggest mental roadblocks holding agents back from selling captives, show you how to address them, and explain how to position yourself as the quarterback of the client relationship—while increasing your value and your compensation.

Read More »
Professional

Unlocking Professional Lines Growth: Cyber, D&O & EPL Strategies for Middle Market Producers

Middle market insurance producers face a “sleeping giant” opportunity in professional lines—namely cyber insurance, management liability (Directors & Officers and Employment Practices Liability), and broader professional liability coverages. Too often, these critical products are treated as afterthoughts, tacked onto a renewal packet rather than leveraged as strategic revenue drivers and client-retention tools. In this comprehensive guide, we’ll explore why professional lines deserve your full attention, how to overcome common obstacles, and which actionable strategies will unlock growth across your book of business.

Read More »
Killing Commercial Login