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.
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Discover Your Policy Checking AI Potential Today!
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.
Full-service Solution
(We Check)
With Patra’s Full-service solution, your dedicated Patra team of processing experts leverage Policy Checking AI technology and automation to manage every aspect of the process for you. From retrieving policy documents, to meticulously comparing results and updating your AMS, you are protected by Patra’s E&O coverage.
Self-service Solution
(You Check)
If you prefer to check policies in-house, your teams can leverage the power of Policy Checking AI to check policies with unparalleled speed and accuracy. Patra’s self-service model excels at extracting, comparing, and highlighting inaccuracies and discrepancies between multiple versions of a policy.
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.
General Liability
Workers Compensation
Commercial Umbrella
Excess Liability
Cyber Liability
Professional Liability
Commercial Auto
Commercial Property
BOP/CPP
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ACCURACY OF CHECKED POLICIES
AGENCY LOAD & BACKLOG ELIMINATION
FASTER THAN MANUAL PROCESSES
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!"
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.
