Connected workflows
One workflow can bring multiple insurance operations together.
Bexara AI connects specialized AI capabilities into coordinated workflows — moving beyond individual automations to manage complete operational processes, including the cases that need a person.
Workflow canvas
Watch a document move through Bexara AI.
Press Play, pause at any point or step forward one stage at a time. Select a node to see its purpose, inputs, outputs and status. The timeline lets you jump to any step.
Incoming insurance document
A carrier document is retrieved, understood, validated and attached.
Select any step on the canvas to see its purpose, inputs, outputs and status.
Activity
- No activity yet. Press Play to run the workflow.
Three scenarios
Not just the happy path.
Standard document
A policy document is retrieved, classified, extracted, matched, validated and attached to the right account — then recorded.
Requires reviewException: unmatched policy
The policy number can't be matched. The workflow highlights the problem, routes it to review, shows what's missing and blocks the downstream update.
Multi-agentRenewal intelligence
The intelligence layer coordinates the Retrieval, Policy Checking and Renewal agents, then routes a renewal summary to the account team for approval.
Why the exception scenario matters. Real documents arrive incomplete, mislabeled or conflicting. Bexara AI is designed to recognize uncertainty, stop and ask — and to enforce that in the execution layer, so an unmatched item cannot trigger an unauthorized update.
Operational visibility
Every run shows up where your team works.
Run a scenario above and this dashboard updates: a completed workflow increases completions, and an exception adds an item requiring review.
Recent executions
Select a workflow for details| Workflow | Current step | Status | Updated |
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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.