Agency Intelligence

Agency Intelligence


Agency intelligence podcast, is your top insurance podcast with two unique series that let you hear from and learn from both agency owners and industry influencers. Agents Influence is your weekly guide to the latest and greatest thought leaders the industry has to offer. Agency Intelligence covers real data from real agents in real agencies.

In this episode of Agents Influence podcast, host Jason Cass interviews Jacob Simon, Founder & CEO of Adapt API.

Episode Highlights:

  • Jacob explains that Robotic Process Automation (RPA) software automates manual processes like data input, client updates, and email management, freeing up time for more productive work. (4:16)
  • Jacob mentions that insurance agencies can save time by automating operations like claim screening and report organization using bots. (6:45)
  • Jacob explains that Adapt API provides solutions to minimize missed notifications and other issues. (9:50)
  • Jacob explains that Adapt API’s service costs depend on the agency’s performance, and the return on investment is normally $4-10 dollars for every dollar spent. (12:17) 
  • Jacob shares how their platform can quickly and effectively connect with an agency’s workflow, enabling fast access to data with no continuing setup or training in 30 minutes and through email or Zapier. (15:16)
  • Jacob offers loyal listeners 10 free hours (600 minutes) of their agency’s time by signing up for their product before the end of March. (17:00)

Key Quotes:

  • “If every day you’re saying, hey, every morning I wake up and go to my email and then have to like open this folder and then drag something into it, well, you can actually have a software do that for you and then you can go and do better things with your time.” – Jacob Simon 
  • “We basically just charge you for the work that we do on your behalf, right? So you know, if the agency is smaller midsize, you’re going to pay less. And for a much larger agency, you’re going to pay more, but it’s always going to be equal to the amount of work that we’re doing for you.” – Jacob Simon 
  • “Implementing new technology can sometimes be weeks long, months long, just like a huge investment. And things fall apart in that time, right? And so, there’s a little bit of aversion to trying something new, because you think, hey, it’s not gonna get off the ground. But as you mentioned, you know, it’s really quick and painless.” – Jacob Simon

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