Patra

Patra’s Policy Checking AI is an industry-leading solution designed to automate the tedious process of checking policies, reduce E&O exposure, and ensure the accuracy and quality of bound policies.
 

About

It's time to modernize policy checking

Improve policy checking efficiency by 80% and maintain a 99.5% accuracy rate.

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Policy Checking AI

Patra's Policy Checking AI is a revolutionary self service solution transforming the insurance industry through a user-friendly, intuitive workflow that extracts, compares, and notate accuracies and discrepancies between multiple data sources. Featuring Patra's patent pending Artificial Intelligence, machine learning, and natural language processing technology, best-in-class workflows, and 900+ point policy specific checklists, insurance teams can now check policies at record speed and accuracy in house.

Robust Policy Checking AI self-service features

  • Document processing
  • Step-by-step AI-powered workflows
  • Automated coverage limit extraction and comparison
  • Automated form extraction and comparison
  • Digital summary review
  • Color-coded discrepancy reports. 

Insurance distributors will eliminate backlogs, mitigate risks, and accelerate operational efficiencies that thrive in the new age of insurance technology. Request a demo to explore how Patra's Policy Checking AI self-service solution can redefine policy checking for your organization.

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Save time and operational costs

Certificate processing and distribution is a high demand, manual process for agencies, and when you add up the numbers, it is costly in both time and money. By leveraging Patra’s certificate processing and digital delivery solution, your agency will increase organizational efficiency, reduce operational costs, and provide a high-performing digital experience for your customers.

Frequently asked questions

What types of documents are supported?

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How does Patra leverage AI in the policy checking process?

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Does Patra use Robotic Process Automation (RPA)?

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What type of insurance coverage is supported?

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  • Discover Patra's Award-Winning AI Innovation

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  • Policy Checking AI Key Features

    • 20+ different commercial business lines
    • 900+ point checklist
    • 100% backlog elimination
    • 99.5% accuracy rates
    • 80% faster than manual policy checking