
Policy Checking AI Self-Service
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Manual policy checking is draining your resources
Your account managers are spending hours on tedious verification instead of building client relationships.

Manual policy checking creates backlogs and delays

Human error during reviews increases your E&O exposure

Skilled staff wastes time on low-value tasks instead of revenue generation
Patra's Policy Checking AI puts industry-leading technology in your hands
Patra's patent-pending AI captures and processes policy data with 99.5% accuracy, automatically checking against our 900+ point verification checklist. Receive comprehensive policy verification in minutes, not hours, with color-coded error reports that make review quick and efficient.
Real agencies are seeing dramatic improvements

Faster
than manual processes

Hours saved weekly
per account manager

New premium opportunities
identified

"We reduced policy checking time by 75% while improving accuracy. Our account managers gained an average of 12 hours per week for client relationship building, and we identified premium opportunities we never would have found manually."
— Mid-Sized Retail Agency
For teams that want speed, accuracy, and control, choose Patra's Policy Checking AI Self-Service solution.
