From six people logging into carrier portals half their day, to fully automated document workflows — live in under one hour.
The Challenge: A Hidden Tax on Every Policy
Insurance agencies are buried in manual work: logging into dozens of carrier portals, downloading policy documents, renaming files, and routing them to the right client folders. The result? Wasted hours, missed notices, and growing E&O exposure.
At JMG Insurance, this daily reality had grown into a serious operational drag:
- 6 servicing team members spent ~4 hours per day each on carrier portal logins and document retrieval.
- Each document required 6–7 manual steps to rename, route, and record.
- Missed cancellation and reinstatement notices created compliance risk and rework.
The hidden cost: over 264 hours every month spent on work that added no client value — just operational overhead.
Their AMS Alone Couldn't Fix It
JMG runs Applied Epic, one of the most advanced agency management systems available. But like most agencies, they discovered a critical truth: even the best AMS can't reach into carrier portals. The manual retrieval work still falls entirely on your servicing team.
They also evaluated Ivans and other integration vendors. None were purpose-built for the full carrier document workflow. The gap remained.
The Solution: Adapt
Adapt is built specifically for insurance agencies. It automates carrier communications and document workflows, replacing repetitive portal logins and manual downloads with a secure, seamless integration layer that connects directly to your AMS.
Key capabilities
- Automatic carrier portal logins and document retrieval — eDocs, PDFs, endorsements.
- Smart file naming and routing to match your agency's standards.
- Real-time AMS integration with Applied Epic, HawkSoft, and more.
- Instant alerts for cancellations, reinstatements, and renewals.
- Full audit visibility and daily reporting.
Implementation: Live in Under One Hour
After evaluating several vendors, JMG chose Adapt for its insurance-specific design and out-of-the-box Applied Epic compatibility. They weren't expecting what happened next.
Setup took less than one hour. Automation began immediately.
No lengthy IT project. No custom development. No disruption to the team's existing workflows, just instant relief from the work that had been consuming their days.
The Results
264
hrs/moSaved in manual processing
50%
Reduction in document handling
< 1
hrTo full automation
- Zero missed carrier notices after rollout.
- 50% reduction in document-handling workload across the servicing team.
- Improved team morale as low-value tasks were removed from daily routines.
- E&O exposure reduced through automated notice capture and audit trail.
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.
Beyond the Numbers
Time savings were the headline, but the downstream impact was broader: