AI capabilities

Specialized capabilities for insurance operations.

Each Bexara capability handles a recurring insurance task. Together, coordinated by the orchestration layer and checked by validation, they run complete workflows.

Book a DemoSee capabilities hand off work

Capability catalog

10 capabilities. One coordinated system.

Hover a card to preview its workflow. Open Quick view for steps, inputs, outputs and the capabilities it works with, or Learn more for the full page.

  • Agent

    Document Retrieval Agent

    Retrieve documents from supported carrier portals and connected sources, classify them, extract metadata, and route them to the appropriate destination.

    • Portal and inbox retrieval
    • Document classification
    • Metadata extraction and routing
    InCarrier portal sessionOutClassified document
    Learn more about the Document Retrieval Agent
  • Agent

    Policy Checking Agent

    Extract and compare policy information, evaluate defined attributes, and identify discrepancies for review.

    • Attribute extraction
    • Document-to-document comparison
    • Discrepancy reporting
    InIssued policyOutComparison report
    Learn more about the Policy Checking Agent
  • Agent

    Certificate of Insurance (COI) Agent

    Support certificate-related requests, information validation, certificate workflows, and delivery processes.

    • Request intake and parsing
    • Holder and coverage validation
    • Preparation and delivery workflow
    InCertificate request emailOutValidated request
    Learn more about the Certificate of Insurance (COI) Agent
  • Agent

    Policy Renewal Agent

    Coordinate renewal activities, retrieve relevant information, and prepare policy details for the next configured workflow step.

    • Renewal pipeline tracking
    • Expiring and renewal term retrieval
    • Renewal summary preparation
    InUpcoming expirationsOutRenewal summary
    Learn more about the Policy Renewal Agent
  • Agent

    Quote Generation Agent

    Gather submission details, enter them into supported carrier quoting sites, and assemble returned quotes for comparison and review.

    • Submission data preparation
    • Carrier site quote entry
    • Quote comparison summary
    InClient and risk detailsOutReturned quotes
    Learn more about the Quote Generation Agent
  • Agent

    Notice of Cancellation (NOC) Agent

    Identify cancellation notices, match policy information, and route required follow-up actions.

    • Notice identification
    • Policy and account matching
    • Follow-up routing
    InCarrier noticesOutMatched notice
    Learn more about the Notice of Cancellation (NOC) Agent
  • Agent

    Loss Run Reporting Agent

    Coordinate loss run requests, retrieve available reports, and organize information for review.

    • Request coordination
    • Report retrieval and tracking
    • Organized loss summaries
    InAccount and policy listOutRetrieved loss runs
    Learn more about the Loss Run Reporting Agent
  • Agent

    Email Categorization Agent

    Read incoming service and carrier emails, categorize them by request type, extract key details and route each one to the right workflow or person.

    • Request classification
    • Attachment and detail extraction
    • Routing to workflows and queues
    InShared mailboxesOutCategorized request
    Learn more about the Email Categorization Agent
  • Agent

    Direct Bill Reconciliation Agent

    Process direct bill statements, support transaction validation and deposit matching, and coordinate posting workflows where supported.

    • Statement processing
    • Transaction and deposit matching
    • Posting workflow coordination
    InCarrier commission statementsOutMatched transactions
    Learn more about the Direct Bill Reconciliation Agent
  • Agent

    Agency Bill Agent

    Support agency billing workflows, document processing, transaction validation, and reconciliation activities.

    • Invoice and statement processing
    • Transaction validation
    • Reconciliation support
    InCarrier statementsOutValidated transactions
    Learn more about the Agency Bill Agent

AI Agent

Workflow

    Inputs

      Outputs

        Integration categories

          Specific systems and carriers are confirmed for each deployment. Not every integration is available in every environment.

          Works with

            Full agent detailsSee it in a workflow

            Availability varies by carrier and deployment. Which capabilities run against which carrier websites and agency systems is confirmed during onboarding.

            Coordination

            Orchestration coordinates. Capabilities execute.

            In this renewal workflow, the intelligence layer plans the work, three specialized capabilities carry out their steps, and the account team approves the result. Each lane shows who is responsible.

            Workflow

            Renewal intelligence workflow

            The intelligence layer coordinates three specialized agents and a reviewer.

              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.

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