NEW YORK — May 28, 2026
Executive Summary
Roots Automation, Inc. has launched Bevaya, its new flagship AI Agent platform built exclusively for insurance. Introduced on May 28, 2026, the platform replaces the company’s previous Roots platform and becomes its new go-forward brand. Powered by InsurGPT™ and trained on 300M+ proprietary insurance documents, Bevaya enables carriers, brokers, and TPAs to design, deploy, and govern AI Agents across underwriting, claims, and policy servicing workflows within a unified environment.
Announcement Overview
Bevaya introduces a redesigned insurance-focused AI architecture combining AI Agents, workflow automation, multimodal document intelligence, enterprise integrations, and governance capabilities into a single operational platform. According to Roots Automation, Inc., the platform reflects seven years of insurance AI deployment experience across more than 115 production implementations at major carriers, brokers, and TPAs.
The company stated that Bevaya supports end-to-end insurance operations including underwriting, FNOL, claims analysis, policy servicing, renewals, endorsements, and premium audit workflows. Effective immediately, all products, services, and customer engagements from Roots Automation will operate under the Bevaya brand.
Key Announcement Details
- Announcement Type: AI Agent Platform Launch
- Company: Roots Automation, Inc.
- New Platform Name: Bevaya
- Launch Date: May 28, 2026
- Industry Focus: Insurance
- Platform Purpose: AI Agent deployment and workflow governance for insurance operations
- Core Technology: InsurGPT™
- Training Data: 300M+ proprietary insurance documents
- Primary Users: Carriers, brokers, and TPAs
- Operational Areas: Underwriting, claims, and policy servicing
- Platform Capabilities: AI Agents, multimodal document intelligence, workflow automation, governance controls, enterprise integrations
- AI Agent Functions: Submission ingestion, FNOL processing, coverage analysis, renewals, premium audit, risk analysis
- Enterprise Integrations: Guidewire, Outlook, SFTP, HTTP APIs
- Notification Integrations: Email, Slack, Microsoft Teams
- Governance Features: Role-based access controls, audit trails, versioning, debugging environments
- Review Environment: Human-in-the-loop validation with Highlight Mode
- Dashboard Capability: Auditable Work Item Dashboard
- Company Founded: 2018
- Founders: Former AIG executives
- Production Deployments: 115+
- Customer Coverage: 3 of Top 5 P&C carriers, 3 of Top 10 brokers, 3 of Top 20 TPAs
- Reported Accuracy: 98%+ on critical insurance workflows
- Operational Gains Reported: 3–4× capacity gains
- Brand Transition: Roots platform replaced by Bevaya
- Legal Entity: Roots Automation Inc.
- Website: bevaya.ai
The Bevaya Platform
Roots Automation, Inc. stated that Bevaya was developed specifically for insurance organizations seeking scalable AI-driven workflow operations across underwriting, claims, and servicing environments.
According to the company, the platform provides:
- A redesigned AI architecture
- Unified workflow orchestration
- Enterprise AI governance
- AI Agent deployment capabilities
- Integrated operational review environments
- Insurance-specific multimodal intelligence
- Human-in-the-loop validation controls
The company stated that the platform enables carriers, brokers, and TPAs to create, deploy, monitor, and govern AI Agents within a centralized environment.
Key workflow categories supported by Bevaya include:
- Underwriting
- Claims processing
- Policy servicing
- Coverage analysis
- Renewals
- Premium audit
- Submission triage
- FNOL workflows
According to the company, Bevaya was designed to support operational scalability while maintaining review transparency, workflow governance, and insurance-specific contextual understanding.
InsurGPT™ Powers the Bevaya Platform
According to the announcement, Bevaya is powered by InsurGPT™, the company’s ensemble of specialized AI models trained on more than 300 million proprietary insurance documents.
Roots Automation stated that InsurGPT™ was designed to understand:
- Insurance terminology
- Policy language
- Claims documentation
- Operational workflows
- Underwriting context
- Insurance process structures
The company stated that users can design AI Agents alongside:
- Bevaya insurance process experts
- External implementation partners
- Bevaya’s AI Assistant
AI Agent workflows are developed through the platform’s Workflow Canvas, which supports:
- Workflow triage
- Document analysis
- Operational recommendations
- Task routing
- Insurance workflow automation
According to the company, the platform combines workflow orchestration with contextual insurance intelligence designed specifically for enterprise insurance operations.
AI Agent Library
Roots Automation stated that Bevaya includes a library of pre-built AI Agents developed for insurance-specific workflows.
The company stated that the AI Agent Library supports:
Underwriting Workflows
- Submission ingestion
- Clearance processing
- Appetite analysis
- Risk analysis
Claims Workflows
- Claims triage
- FNOL processing
- Coverage analysis
- Reserve analysis
Policy Servicing Workflows
- Endorsements
- Renewals
- Premium audit operations
According to the company, each AI Agent is pre-trained on insurance-specific operational tasks and is deployment-ready for enterprise insurance environments.
Enterprise System Integration
According to the announcement, Bevaya includes pre-built enterprise integrations and infrastructure connectivity designed for insurance operations.
The platform supports integrations with:
- Guidewire
- Microsoft Outlook
- SFTP systems
- Custom HTTP APIs
Roots Automation stated that AI Agents operating within Bevaya can:
- Pull operational data
- Push structured outputs
- Trigger workflow actions
- Route notifications
- Support business-rule execution
The company also stated that the platform supports alert notifications through:
- Slack
- Microsoft Teams
According to the company, these integrations are intended to support workflow continuity across existing enterprise systems of record.
AI Assistant
The company stated that Bevaya includes an integrated AI Assistant powered by InsurGPT™.
According to Roots Automation, the AI Assistant supports:
- AI Agent development
- Workflow navigation
- Document querying
- Operational guidance
- Context-aware recommendations
The company stated that the assistant provides:
- Reasoning
- Confidence scoring
- Citation-backed responses
Users can interact with documents and workflows using natural language prompts while reviewing supporting contextual outputs generated by the platform.
Insight Summaries
Roots Automation stated that Bevaya generates AI-powered insight summaries across operational workflows and insurance documentation.
According to the company, summaries are generated from:
- Files
- Emails
- Operational notes
- Insurance documents
- Workflow activities
The company stated that summaries are tailored based on:
- User role
- Document type
- Workflow context
According to Roots Automation, the capability is intended to support faster operational review and decision-making across insurance teams.
Multimodal Document Intelligence
The company stated that InsurGPT™ now includes multimodal document intelligence capabilities designed to analyze non-text insurance materials.
According to the announcement, the platform can analyze:
- Photos
- Scanned images
- Diagrams
- Submission documents
- Claims documentation
Roots Automation stated that the functionality enables the platform to extract contextual information beyond traditional text-based AI analysis.
The company noted that these capabilities are designed to improve document interpretation across underwriting submissions, claims files, and supporting operational records.
Human-in-the-Loop Review With Highlight Mode
According to the announcement, Bevaya includes a human review environment called Highlight Mode.
The company stated that the interface allows insurance process experts to:
- Review AI outputs
- Approve recommendations
- Correct extracted data
- Validate operational workflows
According to Roots Automation, the interface visually maps extracted data points to exact locations within source documents.
Additional review capabilities include:
- Confidence scoring
- Reviewer filters
- Field-level business rules
- Automated exception surfacing
The company stated that the review layer is intended to support operational oversight and validation transparency across AI-assisted insurance workflows.
Work Item Dashboard
Roots Automation stated that Bevaya includes a centralized Work Item Dashboard.
According to the company, each operational workflow item is converted into a trackable and auditable work object.
Examples include:
- FNOL emails
- Underwriting submission packages
- Claims documentation
- Policy servicing tasks
The company stated that work items move between:
- Automated AI processing
- Human operational review
- Workflow validation stages
According to Roots Automation, the dashboard is designed to support operational tracking and auditability across insurance workflow environments.
Enterprise Governance Built-In
According to the announcement, Bevaya includes governance and operational security controls designed for enterprise insurance organizations.
Governance capabilities include:
- Role-based access controls
- Secure secrets management
- Audit trails
- Environment controls
- Workflow versioning
- Debugging environments
The company stated that these controls support enterprise deployment governance and operational oversight requirements.
Proven at Production Scale
Roots Automation stated that the company has spent seven years developing insurance AI systems for enterprise-scale insurance organizations.
Founded in 2018 by two former AIG executives, the company stated that it has completed more than:
- 115 production AI deployments
- Deployments across major carriers
- Deployments across brokers
- Deployments across TPAs
According to the company, Bevaya currently supports organizations including:
- 3 of the Top 5 P&C carriers
- 3 of the Top 10 brokers
- 3 of the Top 20 TPAs
The company also stated that customers using its AI systems have achieved:
- 3–4× operational capacity gains
- 98%+ accuracy on critical workflows
- Measurable ROI within the first year
According to Roots Automation, all future deployments and customer engagements will operate under the Bevaya platform and brand.
Company Commentary
Chaz Perera, Chief Executive Officer and Co-Founder of Bevaya, said the platform reflects the company’s long-term focus on improving operational efficiency for insurance professionals.
“John and I spent years at AIG watching talented insurance professionals spend their days on work that technology should have been doing.”
“We built the Company originally to change that and after seven years, 115 deployments, and $100M+ in realized customer value in 2025, Bevaya is the platform that proves it’s possible.”
“Insurance people deserve better tools. Bevaya is ours.”
Brand Transition to Bevaya
According to the company, Bevaya will replace the previous Roots platform and will serve as the company’s go-forward operating brand effective immediately.
Roots Automation stated that:
- All products
- All services
- All customer engagements
will transition under the Bevaya brand.
The company also confirmed that Roots Automation Inc. remains the legal entity.
About Bevaya
Bevaya is the AI Agent platform for insurance developed by Roots Automation, Inc.
According to the company, Bevaya’s AI Agents support:
- Underwriting
- Claims analysis
- Policy servicing
- Triage operations
- Clearance workflows
- Coverage analysis
- Rating workflows
- Operational recommendations
Powered by InsurGPT™, the platform utilizes specialized AI models trained on more than 300 million insurance documents.
According to the company, Bevaya has supported more than 115 production deployments across major carriers, brokers, and TPAs while delivering:
- 98%+ workflow accuracy
- 3–4× operational capacity gains
- Measurable ROI from day one
Media Contact
For additional information, visit bevaya.ai.
Source Attribution
Source: Company announcement
