Bevaya Parks Insurance AI Agents on the Microsoft Desktop

Roots Automation launched Bevaya on May 28, 2026, with insurance AI agents that plug into Outlook, Teams, and Guidewire. The New York firm left those systems in place and parked a new agent layer on top, then retired the Roots product name while Roots Automation, Inc. stayed the legal entity.

Carriers, brokers, and third-party administrators get one place to design, run, and govern agents for underwriting, claims, and policy servicing. The consequential move is where the work already sits: mail in Outlook, alerts in Teams, records in Guidewire.

Bevaya Replaces Roots Without Touching the Core

The company flagship AI agent platform for insurance replaces the old Roots product and becomes the go-forward brand. All products, services, and customer work now carry the Bevaya name. The legal entity does not change.

On launch day the firm counted more than 115 production AI deployments, including 3 of the top 5 P&C carriers, 3 of the top 10 brokers, and 3 of the top 20 TPAs. Customers, it said, saw 3-4× capacity gains, 98%+ accuracy on critical work, and measurable return inside the first year. It also said those installs produced more than $100 million in realized customer value in 2025.

Chaz Perera, chief executive and co-founder, tied the new name to a complaint he and co-founder John Cottongim carried out of AIG.

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.

Chaz Perera, CEO and Co-Founder, Bevaya launch statement

The software is a Workflow Canvas plus a library of pre-trained agents, an assistant that builds flows in plain language, and a Work Item Dashboard that turns an FNOL email or a submission package into a trackable file. Human reviewers still sit on exceptions. The record of the policy or the claim stays where it already lives.

Outlook Takes the File and Teams Gets the Alert

The launch copy is more precise than a generic “Microsoft integration” line. Pre-built connectors cover Guidewire, Outlook, and SFTP, plus custom HTTP APIs for other systems. Agents pull data in, push structured results back, and fire actions against rules the customer sets. Email, Slack, and Microsoft Teams are the ping layer, used when a person has to look.

That split matters for anyone who already works in Microsoft 365. Outlook is where broker submissions, loss runs, and FNOL mail arrive. Teams is where the exception lands on a desk. Bevaya is trying to sit between those two surfaces and the core system, which is why staff will meet insurance AI agents inside Teams and Outlook instead of a new claims terminal.

HOW BEVAYA TOUCHES MICROSOFT 365

• Outlook connector: Agents read mail and attachments, then send structured fields back into the flow.
• Teams alerts: A person gets pinged when confidence drops or a rule demands a human pass.
• Slack alerts: The same exception path, for shops that still run claims chat there.
• Marketplace listing: Procurement can buy the SaaS through Microsoft’s catalog rather than a one-off vendor contract.

The Bevaya AI Agent Platform for Insurance listing, still filed under Roots Automation, Inc., sells a complete environment rather than a single model. It calls InsurGPT an ensemble trained on more than 300 million real insurance documents and claims 98%+ accuracy that general-purpose AI cannot match. It also describes a patented human-in-the-loop review that routes low-confidence items to experts and feeds corrections back into the models.

Microsoft is not named as a model partner in the launch. The practical Microsoft story is distribution and desktop: a carrier can buy the software through Marketplace, drop mail into Outlook, and catch exceptions in Teams without standing up another pane that adjusters will ignore.

Guidewire Still Holds the Record

Guidewire remains the system of record in the architecture Bevaya is selling. Agents read and write against it. They do not replace ClaimCenter. That is the overlay bet, and it is also the tension, because Guidewire now invites carriers to build and run AI agents on Guidewire or to use Guidewire’s own prebuilt agents for underwriting, claims, and customer service.

Diego Devalle, chief product development officer at Guidewire, said carriers spent two years proving AI has a role, and that agents can now sit inside claims and underwriting with the data, rules, and controls those workflows need. Guidewire’s first targets are claims summarisation, policy change, and first notice of loss, which overlap the jobs Bevaya already lists in its library.

Bevaya has been inside that orbit for years. It joined Guidewire’s Insurtech Vanguards program on September 6, 2023. On January 7, 2026, still under the Roots name, it put a Document Indexing AI Agent on the Guidewire Marketplace for ClaimCenter on Guidewire Cloud. The company said the agent watches multiple intake channels, classifies 70-plus document types at 98%+ accuracy, writes data straight into ClaimCenter, and can automate up to 90% of document processing.

Congratulations to Roots on the release of its Accelerator for Document Indexing AI Agent. Efficient claims document processing is critical for insurers to deliver exceptional customer experiences. Roots’ AI-powered Accelerator can help users achieve faster, more accurate document handling, leading to improved operational excellence and claims outcomes.

Will Murphy, Vice President, Technology Alliances and Marketplace, Guidewire

So the partner is also a rival for the same adjuster’s minute. Bevaya’s answer is to show up in Guidewire’s room anyway. On September 1, 2026, the official @BevayaAI account said it will sponsor Guidewire Connections 2026 in Las Vegas from October 26 to 29.

https://x.com/BevayaAI/status/2094885516667744388

That is not a rebrand tour. It is a distribution plan: stay on the ClaimCenter marketplace, keep the Outlook connector, and stand next to the core vendor while that vendor ships its own agents.

300 Million Documents Behind Every Agent

InsurGPT is the engine Bevaya puts under every agent. The company describes it as an ensemble of dozens of specialized models, each aimed at one insurance job and trained on more than 300 million insurance documents reviewed by insurance experts. It says the stack reads loss runs, FNOL emails, ACORD forms, and broker submissions the way a working underwriter or adjuster would, and that published benchmarks on insurance tasks show it ahead of major frontier models.

Those are the company’s figures, and they are the whole product argument. A generic chat model can summarise a thread. It does not, on Bevaya’s telling, know how a clearance check, an appetite screen, or a reserve recommendation is supposed to look. The assistant is a copilot for building agents and querying files, with reasoning, confidence scores, and citations on each answer. Multimodal analysis now covers photos, diagrams, and scans inside submissions and claims.

PRE-BUILT AGENTS ON THE CANVAS

Governance is built into the same canvas: role-based access, secrets handling, audit trails, flow versioning, and debug tools. Each unit of work becomes a Work Item that can move from the model to a person and back. The sales line is that the same input follows the same path to the same outcome, with a decision trail behind every action.

Vertical agents of this type win on documents, not on chat fluency. That is why Bevaya can live on Guidewire instead of trying to be Guidewire, and why a Teams ping is enough when the heavy lift is reading a loss run at 2 a.m.

Two AIG Operators and a Coffee Near City Hall

Perera and Cottongim both passed through Villanova, then met at AIG in New York. Perera spent almost 15 years there across claims, operations, and shared services. Cottongim ran process automation at AIG and later at Mars. They decided to start the company in a coffee shop near New York’s City Hall, and they incorporated in 2018.

The first product was not called an agent. It was a Digital Coworker, sold as an alternative to robotic process automation that had already failed inside insurers. When the firm closed a $10 million Series A on November 1, 2022, led by MissionOG with Liberty Mutual Strategic Ventures, Vestigo Ventures, and CRV in the round, Perera said that in every deal it won the customer had considered or already bought RPA and then chosen a Digital Coworker instead. The seed round, $3.2 million led by Vestigo Ventures, had closed on November 11, 2020.

FROM AIG TO BEVAYA

1. 2018: Perera and Cottongim found Roots Automation after leaving AIG operations and automation roles.
2. November 11, 2020: Vestigo Ventures leads a $3.2 million seed for Digital Coworkers as a service.
3. November 1, 2022: MissionOG leads a $10 million Series A aimed at insurers that had already tried RPA.
4. September 6, 2023: The company joins Guidewire’s Insurtech Vanguards program.
5. January 7, 2026: A Document Indexing AI Agent for ClaimCenter goes live on the Guidewire Marketplace.
6. May 28, 2026: Roots product name is retired; Bevaya becomes the brand and the agent canvas.
7. August 12, 2026: Bevaya posts a second straight year on the Inc. 5000 list and raises the live-install count to 120+.
8. October 26 to 29, 2026: Bevaya sponsors Guidewire Connections in Las Vegas.

The rebrand is the last step in that line, not the first. Digital Coworkers handled unstructured insurance files when RPA could not. InsurGPT wrapped those files in a generative model. Bevaya is the same shop selling the same document habit as an agent canvas that a carrier can wire into Outlook in a matter of weeks.

A Second Inc. 5000 Year With 120 Live Agents

By August 12, 2026, the company said it had been named to the 2026 Inc. 5000 for a second consecutive year and that live installs had moved from more than 115 at launch to 120+. It still cited 3 of the top 5 P&C carriers, 3 of the top 10 brokers, and 3 of the top 20 TPAs, and it still cited more than $100 million in 2025 customer value. It did not publish the Inc. 5000 rank or name the carriers.

Perera’s line on the ranking was blunt: growth happens when the product works in production. He said insurers need models that read documents and the decisions behind them, which is the InsurGPT pitch restated after the rebrand rather than a new claim.

On September 8 the company account promoted a webinar for September 10 on where AI fits across underwriting, claims, and servicing. Public conversation around the launch itself is thin. The feed is the vendor walking the lifecycle, then walking into Guidewire’s hall in October.

WHAT WE KNOW

• Brand switch: Bevaya replaced the Roots product on May 28, 2026; Roots Automation, Inc. remains the legal entity.
• Live count: More than 115 production installs at launch, 120+ as of August 12, 2026.
• Desktop wiring: Outlook, Guidewire, and SFTP are connectors; Teams, Slack, and email carry alerts.

WHAT IS UNCONFIRMED

• Named logos: The top 5 P&C carriers, top 10 brokers, and top 20 TPAs are not identified in the launch materials.
• Inc. rank: The 2026 Inc. 5000 placement number was not published in the company release.
• Pricing: No list price sits on the Microsoft Marketplace listing, which is a contact-us SaaS offer.

Bevaya will be on the Guidewire Connections floor in Las Vegas from October 26 to 29. Guidewire will be in the same building, selling agents that live inside ClaimCenter. The overlay and the core now share a conference hall, and they already share the adjuster’s inbox.

Frequently Asked Questions

Is Roots Automation Still the Company Behind Bevaya?

Yes. Roots Automation, Inc. remains the legal entity, and Bevaya is the product and go-to-market brand as of May 28, 2026. LinkedIn lists the office at 88 Pine Street, Suite 1800, New York, NY 10005, and the public site is bevaya.ai.

How Long Does a Bevaya Deployment Take?

The company says most installs go live in 4 to 12 weeks because the agents sit on systems the carrier already runs. It frames that window as a no-rip-and-replace implementation, not a core-system swap.

Can Bevaya Run If a Carrier Does Not Use Guidewire?

Yes. Guidewire is a pre-built connector, not a hard requirement. The same release lists SFTP, custom HTTP APIs, and an Outlook connector, so a shop on another policy or claims system can still feed files in and push structured results out.

What Document Types Does InsurGPT Read?

Company materials name loss runs, FNOL emails, ACORD forms, and broker submissions as core training and production fodder, with photos, diagrams, and scanned images added for multimodal jobs. The ClaimCenter indexing agent is separately described as classifying 70-plus document types.

What Is Highlight Mode on Human Review?

Highlight Mode is the review overlay that maps every extracted data point to its exact spot on the source document. Exceptions surface through confidence scores, reviewer filters, and field-level rules set inside each agent, so a person corrects the field rather than re-keying the file.