Adaptional

AI Automation for Insurance Brokerages

Eliminate manual workflows. Close more business. AI for brokerage operations: streamline submissions, enrollments, and data reporting.

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Capable across tools
Our AI can use existing tools & workflows without custom engineering.
Carrier Portal
Email
Documents
AMS

Brokerage Operations on Autopilot

Submissions
Enrollments
Payments
Reporting

Automated Submissions

Commercial P&C

Your team spends countless hours retyping the same information into different carrier portals and rating systems. We've built the solution brokers have been waiting for – intelligent automation that handles the entire submission process. Our AI structures client data, auto-fills applications, submits to carriers, retrieves quotes, and syncs with AMS platforms like Applied and Vertafore.

  • Instant data extraction from any client document
  • Automated application filing via carrier portals, raters, or email
  • Track and manage submissions across carriers

Enrollment Verification & Payment Tracking

Health & Life

Commercial P&C

Ensure every policy is properly enrolled and payments are made on time. Our AI syncs with carrier portal and AMS data to automatically verify your clients’ policies — giving brokers confidence, reducing liability, and avoiding missed commissions.

  • Real-time reconciliation
  • Reduce enrollment errors and ensure policies stay active
  • Automated data syncing with carrier portals & AMS

Client Reporting

Health & Life

Turn enrollment and claims data into actionable financial insights. Our AI extracts, structures, and delivers reporting-ready data to help brokers and their clients track plan performance.

  • Automated enrollment & claims data from carrier portals
  • Customized data analysis
  • Client-ready reports

Get in touch

Learn how you can use Adaptional's platform
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  • AI purpose built for insurance brokerages: We automate the workflows that matter most—submissions, enrollments, and reporting.
  • Seamless integrations: Navigates AMS, email, carrier portals, and rating tools just like your best account managers.
  • Proven impact: Already trusted by top 50 brokerages.

Adaptional

595 Pacific, San Francisco, CA, 94133

hi@adaptional.ai

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About us

We launched Adaptional to solve the manual, time-consuming, and repetitive work that we personally experienced scaling our own insurance brokerage.

We believe AI can revolutionize insurance operations—from brokerage submissions to carrier-side automation. Today, we help brokerages eliminate manual work. Tomorrow, we aim to power the entire insurance value chain.

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 top AI (Primer, X) and Healthcare (Clipboard) unicorns.

Kevin & Suril

© 2024 Adaptional