On-Demand Vault

Adapt Demo

Written by Casey Nelson | April 22, 2025

The Rundown

Adapt a slick automation tool that eliminates the grunt work for insurance agencies. The software automatically pulls notifications and docs from carrier portals — no more manual logins or juggling systems.

The Context

  • Adapt integrates directly with Epic, AMS360, Hawksoft, and ImageRite.
  • It supports custom workflows via Zapier, boosting agency-specific automation.
  • Most clients are up and running in 30 minutes.

Why it Matters

Insurance agencies waste hours chasing documents — and errors sneak in easily. Adapt not only cuts time and hassle, but also boosts accuracy and customer service. As the industry leans into digital tools, Adapt positions itself as a fast, frictionless way to modernize operations without the usual IT headaches.

Sign in and watch now to see how Adapt can work for you!