Servicing Document management Automation

Contact info

To learn more, contact:

Adapt automates the busywork out of servicing insurance.

What makes us unique?

Adapt is the only product in market that can bridge non-download documents and notices direct from carriers into your management system. This significantly reduces your servicing data-entry work while preventing costly mistakes like missed cancellations or renewals. Let us handle the busywork. Get setup in 30 minutes or less and no long-term commitments.

Features and Workflow

We focus on automating repetitive, manual servicing workflows, such as:

  • NOC tracking: NOCs ("Notice of Cancellation") downloaded directly to HawkSoft, logged and suspended to fit within your existing workflows
  • Document Download: All your non-download documents, categorized and attached automatically in HawkSoft
  • Claim tracking: Claims downloaded direct to HawkSoft, logged and suspended (assigned as a task) to fit within your existing workflows
  • Quick, easy setup (<30 mins)

Data Ownership Policy

HawkSoft was provided the following statement by Adapt API:

The data is owned by the agency. Pertinent section of our contract:
Subscriber retains all rights, title and interest in and to the Connected Third-Party Service Data. Subscriber hereby grants Adapt a non-exclusive, worldwide, royalty-free and fully paid-up license to access and use Connected Third-Party service Data to provide the Adapt Services to Subscriber.

HawkSoft has reviewed the resource(s) provided above by Adapt API. Based on the statement above, HawkSoft finds that Adapt API supports our general position that an independent insurance agency owns the data they produce. This should not be interpreted as legal advice provided by HawkSoft. HawkSoft recommends that you carefully review the provided resource(s) from Adapt API to make your own informed decisions for your business.