Your Agency Runs Better on Autopilot
Automate document processing and notifications to save account managers 1-2 hours each day and eliminate costly risks.
95% less time, zero mistakes. Join forward-thinking agencies that have transformed their operations with Adapt.
Reduction in manual document processing time, saving teams 15-20 hours every week.
Notification capture rate, eliminating costly E&O exposure.
What one missed commercial notification could cost your agency
Is Your Agency Trapped in Manual Document Hell?
True Cost of Manual Processing
Manual work leads to burnout, costing agencies $25,000+ per lost employee
Protection Against Critical Errors
One missed notification can cost you a client and your reputation.
Staff Burnout Is Costing You Top Talent
Teams stuck in reactive tasks burn out fast, and replacing them can cost >$25,000/person.
Break free from manual burdens and transform your agency with automation that protects your business and fuels growth.
Transform Your Agency with Proven Results
From Manual to Automated
- 95% reduction in manual document processing
- Save 5-10 hours weekly per account manager
Eliminate Notification Blind Spots
- Catch critical notifications before they become problems
- Track every notification with complete history
From Firefighting to Flourishing
- Achieve 95% client retention rates and turn them into referrals
- Free your team for revenue-generating activities
Works with Your Favorite Tools
Adapt integrates with the tools your agency already uses, from management systems to cloud storage. No disruption to your existing workflows - just added automation power.
Be Up & Running Today: 30-minute Setup
No complex setup, no long implementation cycles. Once setup is complete, you'll start seeing impact the next day.
Foundation Built on Experience & Security
We offer enterprise-grade security and quality backed by industry certifications like SOC 2 Type II and the Vertafore Orange Partner program.
We’re Here to Assist You with Any Questions
Get answers to common questions about how Adapt automates your agency's document processing and protects against costly risks.
Adapt securely connects to your carrier portals, automatically retrieving and standardizing documents and notifications. The system then intelligently routes information to your team, eliminating manual downloads and reducing processing time by 95%
Our clients see immediate, measurable results: 95% reduction in document processing time, zero missed notifications, and dramatically improved client retention. Teams save 15-20 hours weekly while eliminating E&O exposure from missed notifications.
Adapt is built specifically for Insurance Agency Operations Leaders who oversee client servicing and operational efficiency. Whether you manage a small team or a large agency, our solution scales to protect your business from risks while driving growth.
Agency principals face a hidden productivity killer: teams waste countless hours manually downloading documents while risking missed notifications that could cost $10,000+ per incident. In an industry where one missed notification can trigger a lawsuit, peace of mind is priceless.
Implementation takes just 15 minutes. Our automated system handles document retrieval, standardized naming, and intelligent routing. You get proactive notifications, clear accountability, and trackable history - all while your team focuses on serving clients instead of managing documents.
Get Started with a Demo
Join us for a quick demo and see how automation can eliminate manual work and protect your agency from costly risks.