Automation that Protects & Performs
Gone are the days of wasting hours collecting documents & notices. Adapt automatically retrieves and routes your documents while catching every critical notification. Get back 1-2 hours per day for your account managers and eliminate E&O risks.
Book a demoEnd Manual Work, Eliminate Errors
Our automation eliminates 95% of manual document processing, catches every critical notification, and frees your team to focus on revenue-generating activities.
Standardized Workflows That Scale
Set up once, automate forever. From carrier downloads to team routing, everything follows your agency's rules.
Streamlined Setup
Secure, one-time setup with standardized naming and filing that meets compliance requirements.
Proactive Risk Prevention
Smart filtering catches critical notifications before they become problems, with clear accountability and tracking.
With Adapt you can focus on what matters most: serving clients and growing your business.
Say Goodbye to Manual Portal Downloads
Adapt automatically retrieves and processes your documents, cutting manual work by 95% while catching every critical notification.
Securely Set Up Your Carrier Portal – One and Done!
One-time secure setup of your account. Set it up once, then let automation take over.
No More Naming Nightmares
Documents are automatically named and filed according to your agency's conventions, making everything instantly findable.
Get Started Today
Be up and running in 30 minutes. No complex implementation, no long training sessions - just immediate time savings.
Your Systems, Working in Perfect Harmony
Stop jumping between carrier portals and your management system. Adapt automatically captures and routes every notification while matching data perfectly to your existing workflows. No gaps, no duplicates, no mistakes.
Never Miss a Critical Update
Catch every carrier notification automatically - even ones that don't show up consistently on carrier portals.
Perfect Data Alignment
Every document and notification automatically matches with the right client record in your management system.
Nothing Gets Lost
Complete visibility of all carrier communications with timestamped tracking and instant accessibility.
Turn Every Client into a Champion
Stop fighting fires and start growing relationships. Our smart routing and filtering ensures critical notifications reach the right team member instantly, while unified reporting keeps everyone aligned.
Focus on What Matters Most
Automatically prioritize urgent updates while routine tasks flow smoothly in the background.
Everything Where It Should Be
Find any document instantly with consistent naming across all your carriers.
Right Task, Right Person
Automatically route work to the best team member, keeping your agency running at peak efficiency.
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.