Integrations

One AI operating system. 300+ insurance carrier websites. Connected insurance workflows.

Bexara connects carrier-side workflows with the agency systems where insurance information is managed.

Explore 300+ Carrier WebsitesAgency management systems

Insurance carrier websites

Bexara supports 300+ insurance carrier websites.

National, regional, specialty and niche markets across personal, commercial and specialty lines. Supported workflows vary by carrier and by what each carrier website offers.

300+Carrier websites supported
  • Personal Lines143
  • Commercial Lines163
  • Specialty77
  • Life & Benefits64
Search all 318 carrier websites

Agency management systems

Connected to the Agency Systems You Already Use

Bexara moves validated information from carrier websites into the systems where your team manages clients, policies and documents.

  • Applied Epic

    Supported

    Agency and broker management system used to manage clients, policies, activities, attachments and accounting.

    Typical workflows

    • Document Retrieval
    • Policy Checking
    • Renewals
    • COI
    • Direct Bill Reconciliation

  • Vertafore AMS360

    Supported

    Agency management system for client and policy records, documents, activities and agency accounting.

    Typical workflows

    • Document Retrieval
    • Policy Checking
    • Renewals
    • NOC
    • Direct Bill Reconciliation

  • HawkSoft

    Supported

    Agency management system widely used by independent agencies for client files, policies and servicing.

    Typical workflows

    • Document Retrieval
    • Policy Checking
    • Renewals
    • Email Categorization

  • EZLynx

    Supported

    Agency management and comparative rating platform, common in personal lines agencies.

    Typical workflows

    • Document Retrieval
    • Quote Generation
    • Renewals
    • Policy Checking

  • Vertafore Sagitta

    Supported

    Agency management system designed for large and complex commercial brokerages.

    Typical workflows

    • Document Retrieval
    • Policy Checking
    • Renewals
    • Loss Run Reporting
    • COI

  • Vertafore ImageRight

    Supported

    Document management and workflow system used alongside agency management systems to store and route documents.

    Typical workflows

    • Document Retrieval
    • Email Categorization
    • Loss Run Reporting

  • Momentum AMP

    Supported

    Agency management platform for independent agencies, covering clients, policies, servicing and commissions.

    Typical workflows

    • Document Retrieval
    • Policy Checking
    • Renewals
    • Direct Bill Reconciliation

How connections work. The integration method for each system — and which workflows are enabled — is confirmed for each deployment. Product names and logos belong to their respective owners; their use here does not imply a partnership or endorsement.

Carrier to AMS

Watch a document move from a carrier website into your AMS.

Choose an agency system. The workflow adapts to show how a policy document is retrieved, classified, validated and attached — and every step recorded.

Workflow

Carrier website to Applied Epic

How a policy document moves from a carrier portal into Applied Epic.

Agency system
    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.

    The wider ecosystem

    Email, documents and finance systems, too.

    Select a category to see its role, supported operations and the workflows that use it.

    Bexara AIReady
    1. 1Retrieve a document
    2. 2Extract policy information
    3. 3Update a workflow
    4. 4Attach a document to the AMS
    5. 5Return a processing result

    See your carriers and your AMS, connected.

    Tell us which carriers and agency systems you use, and we'll show the workflows Bexara can run across them.

    Book a DemoExplore the Platform

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