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Platform

Workflow Canvas

The visual workspace and production runtime behind every Bevaya AI Agent. InsurGPT™ nodes, native Guidewire connectors, conditional logic, human review, and state-managed execution — designed by our team on a single canvas, governed end-to-end.

platform-canvas
Trusted by leading P&C carriers, brokers, and TPAs
Visual flow building

Every automation, visible at a glance.

Drag, drop, connect. Complex insurance workflows — branching submissions intake, multi-document loss runs, FNOL setup, endorsement processing — rendered as a single canvas you can read end to end. Bevaya's team builds and maintains your flows here. You see exactly what the AI does, and where.

  • No-code by design. Branching, looping, and routing are all configured visually. No engineering tickets to change a threshold.
  • Pre-built insurance templates. Start from FNOL, Underwriting Submissions, SOV, Loss Runs, and more — tuned and ready, not built from scratch.
  • InsurGPT™ on the canvas. Every extraction, classification, and reasoning node uses the specialized insurance model best suited to the task.
  • Real-time testing. Run a draft against a sample document and see every node's output before publishing.
Setup
Outputs
Test
Model
InsurGPT · Submission Extraction
Document Context
ACORD 125 Loss Run PDF + Add
Expected Fields
insured_name
string
effective_date
date
total_incurred
currency
loss_count
integer
Confidence Threshold
0.00
 
 
Workspaces › Submission Intake & Underwriting › Run history
Run #SI‑204710 Active
Run ID
si_204710
Started
11:42:08
Duration
0.0 s
Steps
0 of 7
Node-by-node execution
Branch · process_each_file · body
 
Manual File Upload
trigger_manual_file
11:42:08
 
Queued
 
 
ocr_all_files
for_loop · 4 iterations
11:42:09
 
Queued
 
 
InsurGPT: Submission Extraction
submission_overview_extraction
11:42:10
 
Queued
 
 
Custom Code
validate_fields
11:42:11
 
Queued
 
 
Insights
final_insights
11:42:14
 
Queued
 
 
Review
manual_review_required
11:42:15
 
Queued
 
 
Mark Item as Complete
mark_item_as_complete
11:42:17
 
Queued
 
Retried step 4 · transient HTTP 503 from upstream · recovered automatically
audit logged
Production-grade orchestration

The runtime that keeps every flow honest.

A visual builder isn't enough on its own. Every Workflow Canvas flow runs on Bevaya's state engine — automatic retries on transient failures, full state recovery, and an immutable audit trail. Every step, every run, every decision. Logged, traceable, recoverable.

  • Workflow state engine. Automatic state management. Retries on failure. No half-finished runs sitting in a queue waiting on a human to notice.
  • Idempotent execution. Same input produces the same result every time. Run IDs track every invocation. Duplicate work items never reach downstream systems.
  • Full run history. View every run with status, timestamps, duration, and node-by-node detail. See which branch ran, which model fired, what came out.
  • Immutable audit trail. Every create, update, and delete — actor, action, resource, timestamp. Built for SOC 2, ISO 27001, and HIPAA reporting.
Built to connect

Native to the systems you already run.

Bevaya doesn't live next to your stack. The Canvas connects directly into Guidewire, Salesforce, Outlook, SFTP, and any HTTP API — with dedicated, single-purpose nodes for each operation. One create. One search. One update. Auditable, predictable, supported.

  • Native Guidewire nodes. Create Claim, Search Claim, Update Claim. Direct integration with ClaimCenter, InsuranceSuite, and InsuranceNow. Sandbox and production environments supported.
  • API-first triggers. Any external system can start a flow with an authenticated HTTP call. Validated inputs, Run ID tracking, predictable behavior.
  • Email and file inbound. Outlook inbox pull. SFTP file drop. Manual upload. The trigger library grows continually.
  • Intelligent orchestration, not just data transfer. The Canvas decides what to send, when, and with what guardrails — not a static integration script.
Configuration
Field Mapping
Run Logs
Guidewire · Create Claim
guidewire_create_claim · ClaimCenter
Connected
Environment
 
Field Mapping
claimNumber *
Bind a variable…
Bound
policyNumber *
Bind a variable…
Bound
lossDate *
Bind a variable…
Bound
claimantName
Bind a variable…
Bound
lossCause
Bind a variable…
Bound
Run-time logs
11:42:17POST/cc/rest/claim · sandbox 11:42:18200 OKcreated cc:1042-118827 11:42:18auditcreate · actor=flow:si_204710 · logged
NODE LIBRARY

A node for every step of an insurance workflow.

InsurGPT™ nodes. AI extraction, classification, and reasoning. Specialized model per task.
Triggers. Manual upload, HTTP API, or Outlook inbox pull. More added regularly.
If / Switch. Branch on extracted data, confidence, or any variable. Default fallback paths.
For Loop / While Loop. Iterate over every doc in a submission. Repeat until condition is met.
HITL (Review). Pause the flow, route to a human. Resume when the reviewer submits.
Code. Sandboxed custom logic for transformations, calculations, or data shaping.
HTTP. Call any external API. Send data downstream, pull data in, trigger third-party actions.
Guidewire. Create, Search, and Update Claim. Direct to ClaimCenter. One operation each.
Alert. Email, Slack, or Microsoft Teams notifications. Tell teams when something needs attention.
Email trigger (Outlook). Pull attachments from configured Outlook inboxes. Idempotent — no duplicates.
AI Assistant. Contextual help, in-flow Q&A, and configuration guidance — on every node.
Scheduler. Time-based and event-driven triggers. Polling, cron, and webhook patterns.

Need a node that isn’t in the library yet? Bevaya’s team builds custom nodes regularly. The library grows with every deployment.

FEATURE INDEX

Inside Workflow Canvas

Every feature that ships with the workspace, grouped by what it does.

Building & design | Canvas

Visual drag-and-drop canvas, pre-built insurance templates (FNOL, Submissions, SOV, Loss Runs), the full node library, real-time draft testing against sample data, and an AI Assistant for in-context configuration help.

Orchestration & runtime | Engine

Production-grade workflow state engine with automatic retries, idempotent execution with Run ID tracking, state recovery on partial completion, and per-node execution detail with full input/output trace.

Integrations & connectivity | Connected

Native Guidewire nodes (Create / Search / Update Claim), ClaimCenter, InsuranceSuite, InsuranceNow, Salesforce, Outlook, SFTP, custom HTTP, plus alert delivery via email, Slack, and Microsoft Teams.

Governance & versioning | Controlled

Every publish creates an immutable record you can roll back to. Draft, staging, and production environments. Scoped secrets, RBAC, immutable audit trail. SOC 2, ISO 27001, HIPAA, CCPA, NYCRR 500 ready.

 
Resources & insights

More on building insurance automations.

Case Study - claims
Research

Page stream segmentation with LLMs

How Bevaya Labs approaches a foundational problem in insurance document AI.

Case Study - claims
Case Study

Workers' comp carrier processes claims 100x faster

How indexing automation delivered 432% ROI in 12 months.

2026.06.02-library-webinar-registration-how-to-establish-clear-ai-ownership-in-your-insurance-organization
Architecture

Inside the Bevaya platform architecture

How specialized models, HITL controls, and integrations come together in production.

Trust & Security

Trust by design

Built for an industry where data security isn't optional.

Data ownership

Your data stays yours.

Never shared with other customers or vendors. Bevaya doesn't train shared models on your data.

Visit the Trust Center
Your tenant
No training
Logical isolation
Role-based access
SSO + SCIM
Customer-managed keys

Your data · only your team sees it

Compliance

Encrypted end-to-end.

256-bit AES encryption, in transit and at rest. Independent third-party audits conducted annually.

Visit the Trust Center
SOC 2 Type 2
HIPAA
GDPR
CCPA
23 NYCRR 500
AES-256

Audited annually · independent third party

Deployment

Runs in Azure.

Enterprise-grade infrastructure, hosted where insurance organizations already trust their data.

Visit the Trust Center
Microsoft Azure Azure Marketplace
AWS Private VPC
Google Cloud GCP-native
Azure Marketplace
Guidewire Marketplace

Deploy where your stack already lives

Oversight

Every decision audited.

Immutable audit logs. Confidence scoring. Human-in-the-Loop review on low-confidence items.

Visit the Trust Center
AI extracted limits from ACORD 125 98% conf.
Reviewer confirmed coverage Approved
Endorsement flagged for review 62% · HITL
Policy match validated 95% conf.
Audit log written · immutable Sealed

Immutable trail · every decision, every reviewer

FAQ

Common questions

Bevaya's team. Or your implementation partner working with our team. The Canvas is fully managed — we configure your workflows, tune them against your data, and run them end to end. You see what we've built, watch every run, and approve changes — but you don't need an engineer or AI specialist on staff to operate the platform. That's the whole point.

Through dedicated, single-purpose nodes — Create Claim, Search Claim, and Update Claim — that connect directly to ClaimCenter, InsuranceSuite, and InsuranceNow. Each node performs exactly one operation, supports both sandbox and production environments, and logs every call for audit. No middleware to maintain.

The workflow state engine retries automatically on transient failures — network timeouts, downstream rate limits, temporary API errors. Permanent failures route to an alerting flow so the right person hears about it within minutes. Every run keeps its state, so partial work isn't lost and downstream systems don't get half-finished data.

Yes. Every published flow creates an immutable version record. Roll back to any prior version with one click. Drafts can't run in production until they pass validation and you explicitly publish them — so accidental changes never reach live workflows.

Generic workflow tools are horizontal — they connect SaaS apps, but they don't understand insurance. The Workflow Canvas ships with InsurGPT™ nodes trained on 300M+ insurance documents, native Guidewire connectors, insurance-specific templates (FNOL, SOV, loss runs, submissions), and HITL review built into the flow. It's a workflow engine purpose-built for insurance operations, not a general-purpose pipe between apps.

Each workflow has draft, staging, and production environments — with separately scoped secrets and variables. Secret values are masked everywhere in the UI and redacted from every log line. Promote a flow from draft to staging to production with explicit gates at each step. Standard pattern for any team running enterprise infrastructure.

For most use cases, 90 days from kickoff to live deployment — backed by our performance commitment of 95%+ accuracy and 70%+ STP. Pre-built templates and an experienced implementation team are how we get there. Building the same thing in-house typically takes 12–36 months and $5M+ before the first workflow runs.

Get Started

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