Patra In Action – Policy Checking

March 27 2018

A mid-sized agency in California came to Patra with a considerable challenge. Some of their account managers were so busy that they didn’t have the time or resources to check policies and developed a year-long backlog of policies to be checked. The AMs did save time but exposed the agency to huge E&O concerns.

We worked with the agency to customize policy checking workflows in Applied Epic and implemented the service across all of their businesses. The service was a huge success, checking 8,800 policies in 2016 and 5,800 policies in 2017.

Agency leadership can relax knowing the policies are being checked thoroughly and in a consistent manner and that they’re being turned around in under two weeks from receipt in the agency. Their customer service has improved and their E&O exposure has been significantly reduced.