Certified Applied Vendor · August 12, 2026
Adapt × Applied

Adapt is a certified Applied vendor.

Carrier documents retrieved, standardized, and filed into Epic, with the right activity on the right agent's desk.

Adapt is SOC 2 Type II compliant 

Applied Certified Vendor Integration badge
What it means for your agency

Integrate faster, simpler, at lower cost  

Vetted by Applied 

Adapt completed a thorough onboarding and certification process, meeting Applied's standards for quality and reliability. We stay current with the latest Applied Epic releases. 

Speed 

Activating a certified integration is faster than a standard integration build and doesn't require any additional purchase from Applied. 

Cost 

No additional purchase is required from Applied. 

“Applied has long supported a vibrant ecosystem and this program formalizes that approach, creating a faster, simpler, lower-cost way to integrate third-party technology into our management systems.”
Applied Systems Graham Blackwell, President, Applied Systems
How it works 

One inbox. Many carriers.

95%
time savings on document retrieval and processing
3X
return on investment
Zero
missed notifications
Agencies reclaim their time once they Adapt
“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.”
JMG Insurance Corp Ed Alberico, COO — JMG Insurance
Read the customer story

All your carrier documents
in one place 

Bring your carrier list and a policy count. Adapt takes carrier portal work off your team's plate, and send everything to your AMS.  

Book a demo