Agency Intelligence: The Insurance Podcast Network

The MVP Podcast: Talkin' Tech with Danny Lawrence | Technology Is Rapidly Being Adopted and The Time To Act Is Now


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In this episode of the MVP Podcast, we’re "Talkin' Tech" with Danny Lawrence. Danny sits down with Jacob Bolton, Account Executive at AgencyZoom.


A fresh young mind in the Indietech world discusses modernizing your Agency - 75% of the workplace will be millennial or gen-z by 2026. Customer/Employee expectations are higher than ever - how do you provide a better experience for both?


Episode Highlights:

  • Jacob mentions that adopting technology is crucial for businesses to scale, stay protected, and be successful in today's evolving world. (3:12)
  • Jacob shares his unexpected journey into the industry and how it has become a passion. (5:27)
  • Jacob discusses the importance of curiosity, asking questions to learn, and understanding that every agency is unique and their needs must be considered. (9:54)
  • Jacob explains that it is essential to integrate a CRM into a tech stack and management system to save time and centralize all applications and solutions. (10:52)
  • Jacob mentions that the rapid adoption of technology is driven by increasing customer and employee expectations, influenced by the convenience and ease of use provided by platforms like DoorDash, Uber Eats, and Amazon Prime. (13:20)
  • Jacob discusses the benefits of using a CRM system to streamline data entry and avoid inaccuracies. (18:08) 
  • Jacob explains the importance of adopting technology in agencies, highlighting the need for CRM, e-signatures, text messaging, VoIP systems, and integration to save time and improve efficiency. (19:48)

  • Key Quotes:

    •  “When you can adopt technology, you enable yourself to be successful and to scale out your business, because at the end of the day, you have to adapt with technology or else evolve or dissolve, you don't want to dissolve. So how do you adapt? That's where technology comes in.” - Jacob Bolton
    • “The best agencies are leveraging technology. And when the best agencies are leveraging technology, there's more usage.” - Jacob Bolton

    • Resources Mentioned:

      • Jacob Bolton LinkedIn
      • AgencyZoom
      • Danny Lawrence LinkedIn
      • Reach out to Mitch Gibson
      • ...more
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