News | | Patra In Action – Policy Checking

Patra In Action – Policy Checking

woman smiling at desk


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 therefore developed a year-long backlog of policies to be checked. This exposed the agency to huge E&O concerns.

Patra engaged with the agency to customize policy checking workflows in Applied Epic and implemented the service across all of their businesses. The solution was a huge success – Patra checked nearly 15,000 policies in the first two years alone.

Agency leadership is able to relax knowing policies are being checked thoroughly and in a consistent manner and in less than two weeks from receipt in the agency. The agency’s customer service has improved and their E&O exposure is significantly reduced.