Today I have the pleasure of talking with the founder and CEO of Adapt API, Jacob Simon. We talk all things about the world of automation and how it can benefit independent insurance agencies. Jacob shares about his company that offers a service to standardize and centralize documents, eliminating the need for manual sorting and saving. Breaking down different levels of automation, including integrating directly into management systems, and emphasizes the importance of relationships in the industry. We also discuss the benefits of spending time in-person to identify pain points and the value of automation in providing consistency and reliability. Tune in to master the art of automation and learn how to effortlessly automate tasks using technology.
- Spending a year understanding the industry and saw patterns that led to creating a product to solve common problem.
- Notifications and claims are pulled from various websites into a standardized format and can be directly plugged into a CRM, while documents are automatically downloaded into management systems.
- By observing agency workflow Jacob found inefficiencies beyond surface problems and top challenges.
- How flexibility and versatility of agency integration options for report automation.
- Can fit into various agency structures.
- RPA technology can automate tasks through a browser; custom solutions are pricy, but off-the-shelf solutions can be more affordable.
- Any sized agency can benefit from the service.
About our Guest:
Jacob Simon is the founder and CEO of Adapt API. He has a background in technology, having studied Computer Engineering at the University of Waterloo and worked in startups for over a decade in a wide range of industries. Adapt API is an automation platform that streamlines servicing for P&C agencies.
Until next time, get out there and make a difference, be unstoppable, and leave no regrets!
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