Insurance-Native AI Operating System

Your AI Agents Don’t Work Alone. They Work Together.

Bexara transforms the way insurance agencies operate by connecting specialized AI agents into coordinated workflows built around your Standard Operating Procedures. Automate repetitive tasks, connect systems, involve people when validation is needed, and scale consistent processes across your agency.

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  1. Renewal emailWaitingWaiting
  2. Email CategorizationSorting the shared inboxWorking
  3. Document RetrievalPulling documents from carrier sitesWorking
  4. Policy CheckingComparing policy termsWorking
  5. Renewal ProcessingPreparing renewal summariesWorking
  6. Quote GenerationCollecting carrier quotesWorking
  7. COI ProcessingValidating certificate requestsWorking
  8. Loss Run ReportingRetrieving loss runsWorking
  9. NOC ProcessingMatching cancellation noticesWorking
  10. VA Review if requiredWaitingWaiting
  11. AMS UpdateWaitingWaiting
  12. CompletionWaitingWaiting

Eight specialized agents, each doing one job on its own.

Bexara coordinates specialized AI capabilities to execute an end-to-end insurance process — from intake to validated action.

300+Insurance Carrier Websites Supported
Explore the directory
  • Applied Systems logoApplied Epic
  • Vertafore logoVertafore AMS360
  • HawkSoft logoHawkSoft
  • EZLynx logoEZLynx
  • Vertafore logoVertafore Sagitta
  • Vertafore logoVertafore ImageRight
  • Momentum logoMomentum AMP

Supported workflows vary by carrier and system, and are confirmed during onboarding.

From SOP to executable workflow

Your SOPs. Connected Agents. Scalable Execution.

Every agency has its own way of working. Bexara helps turn documented procedures and operational knowledge into structured workflows that coordinate AI execution, business rules, system interactions, and human validation.

Renewal Processing SOP · v3 Sample
  1. 1.When a renewal request comes in, log it and confirm it is a renewal.
  2. 2.Find the customer and the expiring policy in the AMS.
  3. 3.Download the expiring policy and the renewal offer from the carrier website.
  4. 4.Compare limits, deductibles and forms between the two terms.
  5. 5.Check the comparison against our renewal rules.
  6. 6.If anything is missing or doesn't match, have a VA check the documents.
  7. 7.Once approved, attach the documents and update the policy in the AMS.
  8. 8.Log what was done and by whom.
Structured process steps
  1. 1Email Categorizationlog it and confirm it is a renewalTrigger
  2. 2IntelligenceFind the customer and the expiring policy in the AMSAI agent
  3. 3Document RetrievalDownload the expiring policy and the renewal offer from the carrier websiteAI agent
  4. 4Policy CheckingCompare limits, deductibles and forms between the two termsAI agent
  5. 5Validation rulesCheck the comparison against our renewal rulesRule
  6. 6Bexara VA teamhave a VA check the documentsHuman review
  7. 7AMS Updateattach the documents and update the policy in the AMSSystem action
  8. 8AuditLog what was done and by whomRecord

Structuring is done with your team: each step is reviewed, configured and tested before it runs. Uploading a document does not create a production workflow on its own.

One workflow, multiple agents

Let Every Agent Do Its Part. Let Bexara Connect the Process.

Document retrieval, policy checking, renewals, quoting, and other insurance tasks become more useful when they work together. Bexara connects these capabilities so that information, decisions, and actions can move across a complete workflow. Choose an example.

Workflow

Policy renewal

Five agents and one reviewer, connected into one renewal process.

  • AI step
  • Rule check
  • Human review
  • Approval gate
  • Exception
  • Completed
    Ready

    Select any step on the canvas to see its purpose, inputs, outputs and status.

    Activity

    1. No activity yet. Press Play to run the workflow.

    Built around your SOPs

    Adapt to How Your Agency Works.

    Agencies differ in their procedures, approval requirements, carrier relationships and AMS. Configure the sequence, rules, review points and integrations — instead of adopting one rigid process.

    Agency SOPBexara workflow
    Receive requestTrigger configured agents
    Retrieve documentsPass information between steps
    Check informationApply defined rules
    Obtain approvalRoute exceptions to the right reviewer
    Update the systemExecute approved actions
    Handled automaticallyRecord the outcome

    Configure it your way

    Capabilities · what can be done
    • Email Categorization
    • Document Retrieval
    • Policy Checking
    • Renewal Processing
    • Quote Generation
    • COI Processing
    • Loss Run Reporting
    • NOC Processing
    Workflow · when and how (your SOP)

    Your SOP defines the process. Bexara connects the capabilities to execute it.

    AI + VA, built into the workflow

    Automate what can be automated. Validate what needs judgment.

    When configured conditions are met, the workflow continues on its own. When a discrepancy or a required approval is outstanding, it pauses — and resumes once a person has validated the result. That validation is handled by the Bexara VA team. Compare both cases.

    Workflow

    A discrepancy pauses the workflow

    The case waits for a VA, then resumes with validated information.

    • AI step
    • Rule check
    • Human review
    • Approval gate
    • Exception
    • Completed
      Ready

      Select any step on the canvas to see its purpose, inputs, outputs and status.

      Activity

      1. No activity yet. Press Play to run the workflow.
      How AI + VA validation works

      Scale without rebuilding

      Standardize the Process. Scale the Execution.

      Once a workflow has been configured, tested, and approved, agencies can apply it across more policies, transactions, and operational workloads without redesigning the process for every case.

      Renewal workflow · v3 ApprovedSample data
      Shared workflow logic
      1. 1Receive
      2. 2Retrieve
      3. 3Check
      4. 4Validate
      5. 5Update AMS
      6. 6Record
      Cases processed0
      Completed0
      Awaiting validation0
      Exceptions needing attention0
        Capacity
        • Reusable workflowsConfigure, test and approve once; apply to every matching case.
        • Consistent executionEvery case follows the same steps, rules and review points.
        • Centralized visibilitySee each case’s status, documents, checks and audit history.
        • Configurable approval gatesDecide where people must approve before work continues.
        • Exception managementFlagged cases wait for review without holding up the rest.
        • Capacity that grows with demandAdd processing capacity as resources and licenses are allocated.

        Sample cases for illustration. Throughput depends on workflow design, carrier and system response times, and the capacity allocated.

        See How Bexara Fits Your Agency.

        Explore connected insurance workflows, flexible deployment, and AI-assisted operations with human oversight.

        Book a DemoExplore the Platform

        Each demonstration is shaped around your agency's workflows, systems and security requirements.