ADAPT API
Insurance agency automation platform eliminating manual document processing and carrier portal work
Overview
ADAPT API is an insurance technology company that automates carrier correspondence, document management, and notification workflows for independent insurance agencies. Founded in 2021 by Jacob Simon (formerly a software engineer at Google), the company was built to eliminate the manual, time-consuming work of logging into carrier portals, retrieving documents, and tracking notices of cancellation, claims updates, and policy changes.
The platform securely connects to carrier portals and automatically retrieves, standardizes, and intelligently routes documents to the appropriate agency staff -- all with no manual portal visits required. Agencies deploying ADAPT report a 95% reduction in manual document processing time and savings of 15-20 hours per week per account manager. The platform is available in all 50 US states.
ADAPT holds SOC 2 Type II certification and integrates with all major agency management systems including Vertafore (AMS360, WorkSmart, ImageRight), HawkSoft, Applied Epic, and AgencyZoom. The company has earned recognition as a Vertafore Orange Partner, HawkSoft API Partner, and Marshberry FirstChoice Partner, and became a Catalyit Premium Partner in February 2025.
Products & Services
Carrier Portal Automation
Automated retrieval and processing of documents and notifications from carrier portals, eliminating the need for manual logins and downloads.
Key Features
- Secure, one-time setup connection to carrier portals
- Automatic document retrieval with standardized naming and intelligent routing
- Notice of cancellation (NOC) tracking and proactive alerting
- Claims status and policy change notification capture
- Smart filtering that captures notifications not consistently surfaced on carrier portals
- Setup in 15-30 minutes with no complex configuration required
Target Users: Independent insurance agency staff and account managers
Document Management and Routing
Intelligent organization and delivery of carrier documents to the correct agency staff and client files, maintaining complete visibility and accountability.
Key Features
- Standardized document naming conventions aligned to agency preferences
- Automated routing rules by document type and account
- Integration with agency management systems and cloud storage
- Proactive notifications and trackable document history with timestamps
- Perfect data alignment matching documents to client records
Target Users: Agency operations managers, account managers, CSRs
AMS Integrations
Deep two-way integrations with leading agency management systems for seamless data sync and document filing.
Key Features
- Automatic addition of NOC, non-downloadable documents, and claim information to client files
- Real-time sync between ADAPT and AMS customer records
- Support for Vertafore AMS360, WorkSmart, and ImageRight
- HawkSoft API Partner integration
- Applied Epic connectivity
- AgencyZoom and Zapier support
Target Users: Agencies using any major AMS platform
At a Glance
- Founded
- 2021
- Headquarters
- San Francisco, CA
- Employees
- 1-10
- Funding
- Seed
Category & Focus
- Category
- Operations & Workflow
- Subcategories
- Document Automation Carrier Portal Integration Notice of Cancellation Tracking Agency Management
- Insurance Verticals
- P&C
- Target Customers
- Independent Insurance Agencies, Retail Brokers
Customers
- Patriotic Insurance Group (20+ servicing hours saved weekly)
- John M Glover / JMG Insurance (264 manual processing hours eliminated monthly)
- Fallgatter Rhodes Insurance Services (USD 150K account saved)
- Paradox Insurance (8-16 hours weekly reduced to minutes)
- Muir Insurance Group (100% notification capture rate)
- Miller Insurance Agency
- Weaver Insurance
Links
Last updated: 2026-04-09