Are carrier portals
eating your lunch?

Imagine the morning when pending cancels, dec pages, endorsements, and UW memos land on the right desk, without your team hunting through 15+ carrier portals to find them.

Adapt
Meet Adapt
at Applied Net 2026 Sept 28 – Oct 1 · Washington, D.C.
Booth 517

Ready to automate your busywork? 

We notify you of pending cancels, dec pages, endorsements, and underwriting memos as they drop, and routes each one to the relevant team member. 

Grab coffee on us


+ Adapt is an official Applied Partner Applied Certified Vendor Integration

Epic agencies will experience faster, simpler, and more cost-efficient integration with Adapt.

Learn more

16 + hrs
Back every week, per teammate
< 20 mins
Put back your chaos to order
100%
Notification capture rate
Put Payment Collection on Autopilot

Late Pay Agent

The Late Pay Agent gives account managers and CSRs back more than an hour a day previously spent chasing pending cancellations, enabling them to focus on higher-leverage work.

Find us at Booth 517

Gaylord National Resort & Convention Center, Washington DC

ARCADE GAME

Chasing documents with Adapt Man

Collect the policy nodes, while avoid roaming risk characters representing common insurance issues.

Adapt booth 517 — full elevation with Adapt Man arcade wall and welcome desk
Adapt booth 517 — green branded counter and arcade stations
Adapt Man arcade cabinets at the Adapt booth
At Booth 517

Automate your mailbox work

All documents from different carriers in one place. Organized and appended to your AMS.

Book a 20-min demo

Join our Happy Hour

Drinks & hors d'oeuvres on us. Join us after your Applied Net Welcome Reception

When Monday, 28-Sep 2026
7pm EDT
Where McCormick & Schmick's Seafood & Steaks 145 National Plaza, Oxon Hill, MD
On us Drinks & hors d'oeuvres
RSVP

Integrates with the tools your agency already runs.

Adapt slides between your AMS, your shared drives, and your inboxes, no rip-and-replace, no new logins for the team.

Applied Epic
Microsoft SharePoint
Google Drive
Zapier
Outlook
Agencies running on Adapt

The agencies who've reclaimed their mornings.

Real teams, real hours back. Here's what they have to say.

"
Adapt plugged the hole that Ivans couldn't fill. Setup took less than an hour, and the support has been incredible. When we suggest a change, it's often implemented the next day.
Ed Alberico COO · JMG Insurance
JMG Insurance Corp
"
Adapt completely transformed our workflow. What used to take our team six to eight hours a day is now done in just one hour. We've reduced errors, prevented costly policy lapses, and freed up our staff for higher-value work. Honestly, I don't know how we managed without it.
Laraine Badilla Fallgatter Rhodes Insurance Services
Fallgatter Rhodes Insurance Services
"
Adapt 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.
Dean Giem President · Paradox Insurance Agency
Paradox Insurance Agency
"
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. My VAs now manage processes, run comparisons, and add real value instead of dragging documents out of carrier sites.
Rob Bowen Founder / President · Patriotic Insurance Group
Patriotic Insurance Group
Adapt manages 10+ million transactions for insurance agencies of all sizes
Check out our customer stories