Security & deployment

Secure, flexible deployment for insurance AI.

The right deployment model depends on your security requirements, infrastructure, data-handling policies and the configurations Bexara supports for your environment.

Deployment models

Three ways to run Bexara.

Managed Cloud

A Bexara-hosted environment, subject to the deployment architecture and availability confirmed for your agency.

Private Cloud / Customer Tenant

Deployment in a cloud environment your organization controls, where supported.

On-Premises

Deployment within your organization's own infrastructure, where supported.

Architecture

See where processing and data reside.

Select a deployment model. A sample document travels from a carrier website through orchestration, AI processing and validation to the AMS — and the labeled boundary shows what stays inside your control.

Agency users
Carrier websites
Agency management system
Identity & access
Validation & approval
Audit logs
Integration endpoints
Bexara orchestration
AI processing
Data storage
Bexara AI operations
External model provider

    Shared responsibilities

    Security controls

    Controls that apply to every workflow.

    Described where implemented for your deployment. We do not claim certifications or controls that have not been verified.

    Access control & identity

    Role-based permissions and least-privilege access, with identity-provider integration where implemented.

    Tenant isolation

    Customer-level separation of data, workflows, credentials and integration access.

    Encryption

    Encryption in transit and at rest, with key management appropriate to each deployment model.

    Secure credential management

    Carrier website and AMS credentials kept in secrets management — never in prompts, logs or analytics.

    Controlled execution

    Each capability can only use the tools, data and actions its workflow permits. Enforced in code.

    Audit trails

    Records of retrieval, extraction, checks, approvals, corrections and updates.

    Human approval gates

    Configured actions wait for a reviewer before they run. Unresolved items cannot continue.

    Data retention & deletion

    Retention periods and deletion handling defined per deployment and agreement.

    Model & external-service governance

    Which models and external services are used, and what data they receive, is disclosed per deployment.

    Controls in action

    Follow a document through the control path.

    Switch to “Unauthorized action” to see an instruction hidden inside a document blocked by execution policy.

    Control path
    Endorsement_0518.pdfTenant: Agency A · arriving via carrier portal
    Simulation
    1. Customer boundary—Waiting
    2. Identity & permissions—Waiting
    3. Processing environment—Waiting
    4. Scoped agent—Waiting
    5. Validation controls—Waiting
    6. Execution policy—Waiting
    7. Audit trail—Waiting

    Agent scope for this workflow

    Data
    • This document
    • Account NW-20418 policies
    Tools
    • Extract fields
    • Attach to AMS account
    Not permitted
    • Other tenants' data
    • Send external email
    • Edit policy records without approval

    Audit trail

    1. Events appear as the document moves through each control.
    Ready

    Choose the deployment that fits your requirements.

    Tell us about your infrastructure and data-handling policies, and we'll walk through the options that apply to your agency.

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