Unlike other platforms that lock you into per-user fees or single-tool licenses, Patra gives you unlimited users and a flexible activity pool. Your subscription adapts to your agency's changing demands.
Quote Compare AI
The problem: Manual spreadsheet comparisons cost producers $50k/year in lost selling time.
The solution: Upload complex commercial quotes and get 99%+ accurate comparisons in minutes.
The impact:
Win more business: 30% increase in commercial lines close rates.
Empower consultative selling: Instantly compare a prospect's existing policy against new carrier quotes to identify coverage discrepancies.
Policy Checking AI
The problem: Manual checking creates backlogs and increases E&O exposure.
The solution: Verify policies against a 900+ point checklist with 99.5% accuracy.
The impact:
Eliminate backlogs: 100% reduction in checking backlogs.
Save time: Reduce checking time by 75%, saving 12 hours per week, per account manager.
Market Coverage for Brokers and Principle Agents
Supporting 12 major commercial lines of business representing approximately 85% of premium volume
BOP
Commercial auto
Commercial general liability
Commercial property
CPP (property, general liability, work comp, auto, and umbrella)
Patra maintains SOC 2 Type 2 compliance and ISO/IEC 27001:2022 certification to ensure the safety and privacy of the insurance ecosystem's data. Our compliance certifications relate to the principles of security, availability, and confidentiality as the framework for safeguarding data.
20+ Years Experience | 880+ Clients | Award-Winning Results
20+ Years Experience | 880+ Clients | Award-Winning Results
How it Works
From upload to action in minutes
Automate your manual workflows in 4 simple steps.
Simply drag and drop your source files directly into the secure portal.
For Quote Compare AI: Upload carrier quotes and proposals. The system processes up to three quotes simultaneously.
For Policy Checking AI: Upload the new policy along with source documents like binders, ACORD applications, or prior policies.
Our industry-trusted AI goes to work immediately, eliminating manual data entry.
Speed: Complex documents are processed in minutes.
Precision: Data is extracted and verified with 99%+ accuracy, covering 12 major commercial lines.
Review the AI-generated results in an intuitive, easy-to-read interface.
For Quote Compare AI: See a clean, side-by-side comparison of premiums, coverages, and conditions.
For Policy Checking AI: Instantly spot issues with color-coded discrepancy reports that highlight differences between your documents.
Turn your analysis into client-ready deliverables instantly.
Format: Download professional, branded outputs in PDF, Excel (XLSX), or CSV formats.
Action: Send comparisons to clients or attach verified policy checklists to your agency management system immediately.
FAQ`s
Common questions about pricing and access
We believe in simplicity. One "activity" equals one completed workflow unit. That means 1 activity = 1 policy check OR 1 quote comparison. They are weighted equally, so you don't need to worry about complex exchange rates between tools.
Your subscription grants you access to both Policy Checking AI and Quote Compare AI immediately. If you subscribe to the Starter Plan (200 Activities), you can use them however you like. For example, you could run 150 Policy Checks and 50 Quote Comparisons or split them 100/100. The choice is yours.
To provide the most flexibility, our plans are priced monthly (e.g., $99/mo. for Starter) but require a 12-month commitment. This ensures you have consistent access to the platform year-round while managing cash flow.
We ensure your business never stops. If you exceed your limit, you are simply billed a small "overage" fee per extra activity in the following billing cycle.
Starter: $6.00 / extra activity
Growth: $5.25 / extra activity
Professional: $4.75 / extra activity
Yes. We don't charge per seat. You can invite your entire team, producers, account managers, and admins to the platform at no extra cost.
You can start a trial on the Starter, Growth, or Professional tiers completely free. You get 14 days of full access to evaluate the features. You can cancel at any time during the trial, otherwise your account will automatically convert to a 12-month subscription once the period ends.
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