Catalyit Coffee Chat with Adapt

The Rundown

Jacob Simon, Founder and CEO of Adapt, shares how his platform cuts the busywork from insurance agency operations. By automating data updates from carriers, Adapt frees agents from manually logging into multiple systems just to grab reports and documents.

The Context

• From Jacob’s firsthand frustration with agency inefficiencies, Adapt streamlines workflows by connecting directly to carrier systems.
• It integrates with major agency management systems and tools like Zapier for customizable automation.

Why it Matters

Insurance may not scream “tech innovation,” but Adapt proves that solving real problems is often where the best software wins. By tackling the grunt work, Adapt isn’t just saving time — it’s giving agencies the breathing room to grow, compete, and serve clients better.

Watch now to see how Adapt can work for you!