Agentic workflows for insurance agencies
The renewal and cancellation grind, handled for you.
CapeFear.ai designs and runs agentic workflows for independent insurance agencies: AI agents that read renewal notices, work pending cancellations, copy policy data between your systems, and chase open claims, all inside the tools your team already uses. You don't set up or maintain anything. We run the agents day to day, in your own workspace, logically isolated from every other customer's.
See it in action
One portal for every renewal, cancellation, and claim.
Each renewal summary, processed cancellation, and data sync shows up in one place, with anything that needs a CSR's eyes queued for one-click approval.
What we set up for agencies
The desk work that eats your CSRs' day, taken off the plate.
A busy agency runs on the same loop: read the renewal, process the cancellation notice, re-key the same fields into another system, and follow up on the claim that's gone quiet. An agent does each of these the way your CSRs would, and surfaces only the accounts that actually need a human.
Every renewal read and summarized
The agent reads each renewal notice, summarizes the premium and coverage deltas against the expiring policy, and queues only the accounts that need a CSR's judgment, so renewals stop costing hours of line-by-line reading per CSR, per day.
Cancellations caught on time
Pending-cancellation and non-pay notices get read, matched to the policy and insured, and worked on the right cadence, drafting the client and mortgagee outreach and flagging anything at risk of lapsing, so nothing slips past a deadline.
Stop re-keying the same fields
The agent copies policy and client details between your carrier portals, agency management system, and CRM, the same fields your team retypes by hand today, keeping records consistent without the swivel-chair data entry.
Chase the cases that go quiet
Open claims, pending endorsements, and outstanding documents get a timely, on-brand follow-up drafted to the carrier or insured, so a claim doesn't stall because it dropped off someone's list.
Inbound requests, triaged
New quote requests and service emails are read, classified, and routed to the right CSR with the key details pulled out, so the inbox stops being a bottleneck and nothing waits a day for a first response.
It knows when to stop
Anything that changes a policy or goes to a client is drafted and queued for one-click CSR approval, never sent or filed blindly. You decide which routine steps run automatically and which always wait for a person.
Agents we run for your agency
You serve clients. We run the agents.
Most automation products hand your agency a tool and a project to staff. We're the opposite: a done-for-you service, the help your agency doesn't have to hire. We find the workflows that actually waste your CSRs' time, set up the agents end-to-end inside your own systems with tests and guardrails, and then keep them healthy day to day, watching for drift, cost, and failures so you don't have to.
Your data is yours. The agents and workflows are set up to fit how your agency works and run in your own workspace with encrypted storage for your client data. We document how everything works in plain English. Your data is yours to export anytime. We're based on the North Carolina coast in Wilmington and work with agencies remotely nationwide.