With Adapt, our client churn has decreased >2.5x! Not to mention, this automation will eventually replace the workload equivalent of two full-time employees, significantly improving efficiency and resource allocation. The time saved allows our team to focus on higher-value tasks rather than repetitive data entry.
Read customer story
I love sharing our experience once we find a great vendor. Has anyone used ADAPT? OMG!!! Where have they been all my life…Adapt pulls activities & documents from almost every carrier we work with…between all our depts, this saves us 1 entire FT position that is no longer needed.
Read customer storyLogs into carrier portals daily and retrieves transactional documents and notices automatically — no manual logins required.
Carrier ACarrier BCarrier CCarrier D
Adapt
Management SystemStores and manages carrier portal credentials securely so automated retrieval runs without sharing passwords across your team.
Posts retrieved notices and documents directly to the correct policy in your existing agency management system.
Adapt
PRE_CANCELATIONCANCEL_RESCIND
Billing Updates
Policy Updates
Claim UpdatesNames every file consistently, matches it to the correct policy, and routes it to the right activity in your AMS.
Keeps teams informed with daily processing summaries and alerts when a document needs human attention.
Shows which carriers are covered by downloads and which portal gaps Adapt can close for your agency.
Pending cancellationLast chance before lapse
CancellationPolicy terminated
Non-renewalTime to find replacement
Late pay / non-pay alertTime to find replacement
LapseGap in coverage flagged
ReinstatementCoverage restoredPending cancellationLast chance before lapseCancellationPolicy terminatedNon-renewalTime to find replacementLate pay / non-pay alertTime to find replacementLapseGap in coverage flaggedReinstatementCoverage restored
EndorsementCoverage changes captured
Underwriting memoPricing rationale & risk flags
Dec page / new businessPolicy summary at binding
RenewalContinuation docs retrieved
Audit noticeWC / GL premium audit
Claims updateStatus changes trackedEndorsementCoverage changes capturedUnderwriting memoPricing rationale & risk flagsDec page / new businessPolicy summary at bindingRenewalContinuation docs retrievedAudit noticeWC / GL premium auditClaims updateStatus changes trackedForward any carrier document email to your Adapt Inbox. We'll read the PDF, match the policy, and post the notice to your AMS.
Adapt can support you through email downloads.
Every policy has a retrievable coverage record. Missed cancellations and unlogged endorsements — closed before they become claims.
Removes 1.5–4 hrs/day of portal work from CSRs and VAs — freeing them for endorsements, renewals, and outreach.
Fills the carrier gap — pulls directly from portals for carriers that IVANS e-docs or e-notes can't reach.
Pending-cancel and non-pay notices surface in real time. Pair with AgencyZoom to trigger automated outreach and recover payment.
Non-renewal notices arrive early, giving teams the runway to market, quote, and retain accounts without manual tracking.
Configures at the group level, onboards member agencies individually — centralized credentials and per-agency reporting.
Enterprise-grade security and quality backed by industry certifications like SOC 2 Type II and the Vertafore Orange Partner program.