Unified view of policies, clients, payments & commissions data for brokerages, agencies, and insurtechs
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Automatically connect, standardize, and transform data from carriers to internal platforms, data warehouses, or Adaptional’s automation engine
Today, carrier operations are slow, manual, and expensive
Carrier portals lack APIs and offer inconsistent data formats, making automation difficult
Manual workflows like data entry, policy checks, and commission tracking are slow and error-prone
Errors drive up costs, hurt client experience, and increase support workloads
Connect to the data in your carrier portals automatically, transformed into a standardized data model. Get the data via dashboard, CSV downloads, or API. Adaptional maintains the infrastructure to reliably deliver data at scale and handle carrier changes.
Run workflows over your carrier data to automate your manual operations
Enrollment audits & error-checking
Ensure enrollments are correct and go into effect on time with our universal book of business.
Commission tracking
Recover missed revenue and automate your accounting with standardized commission statements.
Policy alerts
Detect policy changes, non-payment, or non-renewal and keep policies in effect.
Carrier data entry
Eliminate manual data entry with up-to-date policy data downloaded into your AMS and CRM.
Analytics to grow your business
Track growth, retention & churn by carrier and product. Better forecast revenue, guide your broker team, and advise clients.
For carriers
Provide APIs to your partners within weeks, without any engineering resources or custom implementation.
Today, carrier operations are slow, manual, and expensive
See our API docs →ACA Individual and Family Plans
Medicare
Group Benefits
Commercial (Coming soon)
Learn how you can use Adaptional's platform
Adaptional
595 Pacific, San Francisco, CA, 94133
hi@adaptional.ai
We launched Adaptional to solve the manual, time-consuming, and repetitive work that we personally experienced scaling our own insurance brokerage.
Adaptional is led by experienced insurance technology operators and the founders of Savvy, a YC-backed benefits administration platform and health insurance brokerage that was acquired by the industry leader in 2022.
In addition to Savvy, our founding team has held leadership roles at leading AI (Primer, X) and Healthcare (Clipboard) unicorns.
We strive to build intelligent technology that allows every insurance business to fully automate operations, better serve clients, and scale faster.
- Kevin & Suril
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