Adaptional
Automate your carrier operations with a universal book of business
View all your policies across all your carriers in one place. Ensure a smooth member experience by monitoring your applications, enrollments, and payments
How it works
Adaptional connects to your carrier portals and delivers a unified book of business, available via API or CSV
Use cases
Audit & QA
Catch enrollment errors or delayed applications
Payments
Detect missed or disrupted premium payments
Coverage
Ensure coverage starts on time and stays in effect
User Experience
Update your clients and answer questions on enrollment, coverage, and payment status
Policy Status
Payment Status
Paid To Date
Plan Name
Policy Start Date
Policy Term Date
Policy ID
Carrier
Primary Name
+ More
Adaptional
595 Pacific Ave, 5th floor
San Francisco, CA 94133
About Us
We’re building Adaptional to solve the manual, time-consuming, administrative work that we personally faced scaling our insurance brokerage.

Adaptional is led by experienced technology operators and the founders of Savvy, a YC-backed ben-admin platform and health insurance brokerage acquired by industry leader Take Command in 2022. Our team has held leadership roles at top technology companies including Clipboard Health, X, and Primer.

20-30% of all insurance spend is administration. We strive to enable every insurance business to save time & money, scale faster, and better serve clients.

Kevin & Suril
Adaptional
2985 Pacific Ave. Unit #7
San Francisco, CA, 94129