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Catalyit Premium Partner Since February 2025 | Last Updated March 2025

Adapt automates repetitive servicing work, bringing data and documents directly from carriers into your management system.

Features & Quick Stats

5 ⭐Avg. User Rating
EasyEase-of-Use

Key Features

  • All of your notices, in a single report: Catch NOCs before the cancellation, stay proactive on claims, keep tabs on high-priority policy notifications

  • Carrier documents, all in one place: Standard naming for easy searching, connects into your existing document storage

How Adapt Helps Independent Agents & Brokers

Adapt securely connects to your carrier portals, automatically retrieving and standardizing documents and notifications like pending cancels, underwriting memos, and dec pages. Our system intelligently routes information to your team, eliminating manual data retrieval and reducing processing time by 95%, while catching every critical notification. Getting Adapt up and running with your existing systems only takes 30 minutes. No complex implementation, no long training sessions–just immediate time savings!

 

Integrations

Two-way integrations: Vertafore AMS360/WorkSmart/ImageRight, AgencyZoom, HawkSoft, Applied Epic, Zapier

 

Partnerships

Vertafore Orange Partner, HawkSoft API Partner, Marshberry FirstChoice Partner, Wholesale & Specialty Insurance Association Member, Insurance Networks Alliance Member

 

Certifications & Awards

SOC2 Type 2

Reviews and Ratings

4.9

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10/7/24

Adapt API gives back precious weekly hours

Adapt API has been a game-changer for my service team, allowing them to focus on more profitable activities and give back precious weekly hours. With no drawbacks whatsoever, it's easy to see why this is such an incredible service!"

Mike M Principal/Owner
1/15/25

Adapt API is a game-changer

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 G Principal/Owner
3/3/25

Adapt API replaces manual tasks with automated solutions

As an Operations Manager, I'm always looking for technology partners who can help increase our agency efficiency and streamline our processes. Adapt has done exactly that. Jacob and his team have replaced manual agency tasks with automated solutions. If solving problems can make you riche...these guys should be millionaires.

Justin M Operations
3/5/25

Adapt API transformed our workflow and reduced errors

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 not only saved an incredible amount of time, but we’ve also reduced errors, prevented costly policy lapses, and freed up our staff to focus on higher-value work. Honestly, I don’t know how we managed without it.

Laraine B Operations

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Adapt Resources

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