Commercial lines account management
Policy checking, renewal preparation, certificate requests and loss run coordination for complex accounts.
Solutions
Built around how insurance agencies actually work.
Bexara AI is organized around the recurring work your teams already do — so each team gets coordinated automation, with the controls and visibility leadership needs.
By team
Where Bexara AI fits.
Personal lines service
High-volume document intake, cancellation notice follow-up and policy record updates.
Agency accounting and finance
Direct bill statement processing, deposit matching and agency bill reconciliation, with postings subject to approval.
Operations leadership
A single view of automated work, exceptions and approvals across teams — and the controls to govern it.
By workflow
Common workflows, end to end.
Each workflow is configured to your rules, systems and approval requirements.
Incoming document processing
Retrieve → classify → extract → match → validate → attach → record.
ExploreRenewal preparation
Retrieve renewal → compare terms → identify changes → summarize → route for review.
ExplorePolicy checking
Compare issued policy against proposal or binder and report discrepancies with evidence.
ExploreCertificate requests
Parse request → validate coverage → prepare for approval → deliver and record.
ExploreLoss run coordination
Request from carriers → track outstanding → retrieve → organize for review.
ExploreCommission reconciliation
Ingest statements → match deposits → flag variances → prepare postings for approval.
ExploreOutcomes
Give your team more room to focus on insurance.
Reduce Repetitive Work
Automate defined operational activities that otherwise require repeated manual effort.
Improve Process Consistency
Apply configured workflows and validation rules to recurring operations.
Increase Visibility
Understand what has been processed and what requires intervention.
Scale Connected Operations
Expand from individual automation capabilities to coordinated workflows.
See How Bexara Fits Your Agency.
Explore connected insurance workflows, flexible deployment, and AI-assisted operations with human oversight.
Each demonstration is shaped around your agency's workflows, systems and security requirements.