Adapt retrieves pending cancels, endorsements, and underwriting memos your carrier feeds miss, straight from the portal into your AMS in under 30 minutes.
Carrier A
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Carrier A
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Carrier A
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Carrier B
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Carrier C
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Carrier C
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Staff logging into 15+ carrier portals every morning for pending cancels and endorsements.
NOCs and UW memos that IVANS/eDocs doesn't cover, easy to miss in a crowded inbox.
Account managers spending hours a day on copy-paste instead of clients.
Carrier A
Carrier B
Carrier C
+ 12 carries
Devon
Maya
Priya
Cancellation
Notice
Adapt retrieves them automatically, straight into your AMS.
Every notice routed to the right person automatically, nothing falls through.
Adapt handles the busywork; your team handles the relationships.
95
%
client retention rates and turn them into referrals.
$10
K
E&O exposure per missed notice, eliminated.
20+
h
saved weekly
From management systems to cloud storage, Adapt just adds automation power without disrupting your existing workflows.
Vertafore Orange Partner
SOC 2 (Type II)
We offer enterprise-grade security and quality backed by industry certifications like SOC 2 Type II and the Vertafore Orange Partner program.
I love sharing our experience once we find a great vendor. Has anyone used ADAPT? OMG!!! Where have they been all my life…Adapt pulls activities & documents from almost every carrier we work with…between all our depts, this saves us 1 entire FT position that is no longer needed.
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With Adapt, our client churn has decreased >2.5x! Not to mention, this automation will eventually replace the workload equivalent of two full-time employees, significantly improving efficiency and resource allocation. The time saved allows our team to focus on higher-value tasks rather than repetitive data entry.
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Adapt is a no-brainer. Just logging into 15+ portals could eat three hours every morning, and no one wants to burn out a human being doing that. With Adapt, all of that work is automated, my team is happier, and we can finally focus on meaningful client service. It hasn't replaced people — it's leveled them up.
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Adapt plugged the hole Ivans couldn't fill. We had six people spending half their day logging into carriers — now that's cut in half, and everything flows directly into Epic. Setup took less than an hour, and the support has been incredible.
Read customer story“Adapt API has been a game-changer for my service team, allowing them to focus on more profitable activities and give back precious weekly hours. With no drawbacks whatsoever, it's easy to see why this is such an incredible service!”
Read customer storyAdapt completely transformed our workflow. What used to take six to eight hours a day is now done in just one — we've reduced errors, prevented costly policy lapses, and freed our staff for higher-value work. I don't know how we managed without it.
Read customer storyAdapt took what used to be 8 to 16 hours of manual work every week and reduced it to literally minutes. It's not just a time-saver, it's a game-changer. We've eliminated errors, streamlined our workflows, and freed up our team to focus on what really matters: serving our clients and growing the business.
Read customer story“As Operations Manager, I'm always looking for technology partners who can help increase our agency efficiency and streamline our processes. Adapt has done exactly that. Jacob and his team have replaced manual agency tasks with automated solutions. If solving problems can make you rich....these guys should be millionaires.”
Read customer storyCustom bots work, until a carrier changes something on their end. Then someone on your team has to notice it broke and fix it, every time, for every carrier. Adapt maintains that infrastructure across 100+ carrier portals so your team doesn't have to.
Most agencies see it pay for itself the first time it catches a missed cancellation
We have 100+ carriers we integrate with, and constantly adding more,
Carriers have real gaps: NOCs, underwriting memos, endorsements often never reach IVANS. Adapt fills exactly those gaps; it's not all-or-nothing, you keep IVANS running for what it covers.