This week I had the privilege and honor to sit down with my good buddy Jacob Bolton of Adapt API to dive deep into his fascinating journey from aspiring professional athlete to a prominent figure in the insure-tech world. Jacob shares his experiences, insights, and lessons learned from his time in collegiate baseball, how he transitioned into the insurance industry, and his passion for technology's role in modernizing agencies.
From his time at Eastern Michigan University as a baseball player to navigating career shifts after injuries derailed his pro-sports aspirations. How lessons like overcoming adversity, staying organized, and dealing with failure shaped Jacob’s approach to work in the insurance industry. Jacob’s perspective on the transformative power of insure-tech tools like CRMs, automation, and AI in helping agencies thrive. Why tech isn’t replacing agents—it’s enhancing their capabilities.
Jacob shares his “detachment from the outcome” sales philosophy, inspired by Josh Braun, and how it helps build trust and lasting relationships with clients. Jacob’s take on tools like Lavender, ChatGPT, and the future role of AI in streamlining processes, from client communication to task automation.
Quotable Moments:
??? "You don’t find yourself getting into insurance, but once you’re in, you fall in love with the process of growth and overcoming challenges." – Jacob Bolton
??? "The key to thriving in sales is staying curious and detaching from the need to close every deal." – Jacob Bolton
Sponsors:
A big shoutout to our amazing sponsors for making this episode possible:
?Smart Choice? : Your go-to partner for independent insurance agents.
?Canopy Connect: The easiest way to gather insurance data directly from clients.
?Olde School Marketing : Helping agencies stand out with custom branding and marketing solutions.