Discover Your Policy Checking Potential Today
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.
Turn policy checking into competitive advantage
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.
AI-Only solution
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.
Self-Service AI solution (you check)
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.
Full-Service solution (we check)
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.
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.
Policy Checking AI is the leading solution to check policies with higher accuracy, greater efficiency, and faster processing.