Adaptional

Automate your carrier operations

Unified view of policies, clients, payments & commissions data for brokerages, agencies, and insurtechs

Transform your back-office with carrier data connectivity

See our data connections →

Automatically connect, standardize, and transform data from carriers to internal platforms, data warehouses, or Adaptional’s automation engine

Book of Business
Commissions
Policies
Policy Docs
Notices
Custom data models

Solve your carrier workflow challenges

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

Our platform

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

Use cases

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.

Missing your carrier data?

Today, carrier operations are slow, manual, and expensive

See our API docs →
HEALTH

ACA Individual and Family Plans

Book of business
Commissions (Beta)
HEALTH

Medicare

Book of business (Beta)
Commissions (Coming soon)
HEALTH

Group Benefits

Book of business (Beta)
Commissions (Coming soon)
P&C

Commercial (Coming soon)

Policies
Policy Docs
Notices

Get in touch

Learn how you can use Adaptional's platform

Adaptional

595 Pacific, San Francisco, CA, 94133

hi@adaptional.ai

Contact us →

About us


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