Adapting in an Everchanging Environment with Jacob Simon, Episode #254


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:

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David Carothers

Kyle Houck

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