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Policy checking for
the modern agency

Check policies with unsurpassed quality, accuracy and efficiency.

Patra's Policy Checking AI is the industry-leading solution designed to automate the tedious process of policy checking while reducing E&O exposure and ensuring the accuracy and quality of bound policies.

Patra PolicyCheckingAI process

Discover your Policy Checking AI potential today!

With Policy Checking AI,
you have choices!

Our patented process prioritizes accuracy and completeness while reducing rework and review time for agencies. Leveraging Patra’s 900+ point checklist, discrepancies are quickly identified and shared via a color-coded, error report summary for account managers to easily scan and assess.

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AI-Only

Streamlined solution using refined AI algorithms to extract, analyze, and compare policy data without human review. Ideal for organizations seeking accelerated processing while maintaining internal oversight.

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Self-service

Equips in-house teams with industry-leading AI automation through an intuitive interface. Extracts, compares, and highlights discrepancies between policy versions with unparalleled speed and accuracy.

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Full-service

Combines AI technology with dedicated Patra processing executives who manage the entire process. Includes final human oversight and E&O risk transfer for every policy checked. 

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Custom

White-glove service with tailored workflows, customized quality control, and specialized reporting aligned with your unique requirements. Includes complete E&O risk transfer and full process management.

 
Let's discuss your potential

Ready to learn more about Patra's Policy Checking solutions? Contact us today to review your current policy checking process, walk through a complete demonstration of Policy Checking AI (full- and self-service), and determine which solution best fits your operational goals.
Lines of business available:

BOP/CPP

Commercial auto

Commercial property

Commercial umbrella

Cyber liability

Excess liability

General liability

Professional liability

Workers compensation

Patra library

Patra AI platform boosts insurance workstream flexibility

Flexible new solution options to help insurance organizations adapt their operations amid a rapidly evolving market.

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Policy Checking AI overview

View our datasheet for more information.

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Patra Policy Checking AI video

Watch Policy Checking AI in action!

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5 AI opportunities for retail insurance agencies in 2025

Here are the best digital transformation opportunities for retail insurance agencies in 2025.

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The power of automation in insurance

Delve into the benefits of automation in insurance and explore why it matters.

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2025 tornado season: Are retail insurance agencies prepared?

Discover how AI-powered policy checking innovation can help.

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E&S insurance trends: High risk, higher expectations

As E&S becomes more mainstream, wholesalers must elevate their service quality to meet heightened service expectations.

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Step-by-step automated processing

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Workstream flexibility options

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Policy Checking AI is the leading solution to check policies with higher accuracy, greater efficiency, and faster processing.

ACCURACY OF CHECKED POLICIES
99.5%
Full- and Self-service
AGENCY LOAD & BACKLOG ELIMINATION
100%
Full-service
FASTER THAN MANUAL PROCESSES
80%
Self-service

Real clients - Real results!

Checking policies in under 10 minutes

"This solution has been so easy to use, I was quickly able to setup a few clients and complete a policy check in under 10 minutes."

Massive efficiency gains

"Form comparison is going to be a huge win for our agency and create massive efficacy gains for our teams."

Reduced efforts by half

"We’re able to immediately cut our policy checking effort in half for simple policies, on larger policies this will reduce our manual effort by 80-90%."

"Form description and comparison review are total game changers."

"Our team can be skeptical of new technology, abut after seeing other team members leveraging the solution, they couldn't wait to get their hands on it."

"We’re easily able to check policies in just a few minutes, compared to manual policy checking, this is so efficient."

"We finally have technology available for our policy checking teams!"

 
Let's discuss your potential

Ready to learn more about Patra's Policy Checking solutions? Contact us today to review your current  policy checking process, walk through a complete demonstration of Policy Checking AI (full- and self-service), and determine which solution best fits your operational goals.

Visit Patra Corporation at patracorp.com