Patra AI

Transform how you handle insurance documents and data with Patra AI‘s comprehensive suite of intelligent solutions. Built on decades of insurance expertise and powered by sophisticated artificial intelligence, our integrated platform delivers unprecedented efficiency and accuracy across your operations.
Key benefits:
- Reduce processing time by up to 75%
- Achieve 99%+ accuracy rates
- Scale operations without adding staff
- Enhance client service capabilities
- Strengthen carrier relationships
In today’s insurance market, success depends on efficiently managing complex documents while maintaining accuracy and growth. What if you could transform these challenges into competitive advantages?
Introducing Patra AI, a comprehensive suite of AI powered solutions that bring accuracy and automation to policy checking, policy data extraction, and quote comparisons.
Combining two decades of insurance expertise with advanced artificial intelligence, these purpose built services transform document intensive processes into strategic advantages. Patra AI services deliver unprecedented efficiency and growth, including 75% reduction in processing times, 30% increase in close ratios, 40% growth in submission volumes, scalable operations without adding staff, and enhanced client service capabilities.
Join leading retail agencies and brokers, wholesalers, and MGAs, MGUs already transforming their operations with Patra AI. Experience the power of Patra AI today.
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Stop wondering what AI can do for your business. Let Patra's experts demonstrate real, tangible benefits in a personalized session.

Check policies with unsurpassed quality
Featuring Patra’s proprietary, patent-pending technology which combines advanced Artificial Intelligence (AI) capabilities with intuitive workflows and comprehensive policy checklists. Patra’s Policy Checking AI sets a new bar for checking policies with unsurpassed quality, accuracy and efficiency.
In today’s fast paced insurance market, accuracy and efficiency in policy checking are more crucial than ever. Introducing Policy Checking AI powered by Patra: The revolutionary Self-Service solution transforming the insurance industry through a user-friendly, intuitive workflow that extracts, compares, and notate accuracies and discrepancies between multiple data sources.
Featuring Patra’s patent pending artificial intelligence, machine learning, and natural language processing technology, best in class workflows, and nine hundred plus point policy specific checklists, your staff can now check policies at record speed and accuracy in house.
Policy Checking AI Self-Service features robust capabilities such as document processing, step by step AI powered workflow, automated coverage limit extraction and comparison, automated form extraction and comparison, digital summary review, and color coded discrepancy reports.
Organizations will eliminate backlogs, mitigate risks, and accelerate operational efficiencies that thrive in the new age of insurance technology. Visit Patracorp.com to explore how Patra’s Policy Checking AI Self-Service solution can redefine policy checking for your organization.
Join the revolution today.
Policy Checking AI key capabilities
Patent-pending technology
Intuitive data extraction via patent-pending AI/ML technology
Standardized workflow
Step-by-step workflow delivers consistent, high-quality output
Comprehensive policy review
Detailed review of form and endorsement schedules across 900+ data points
Discrepancy report & summary
Color-coded report for easy review, research and reporting

Identify, extract, structure, & analyze
Patra’s Policy Data Extract AI is the industry-leading solution that automatically extracts and structures data from policy documents. Powered by Patra’s proprietary AI technology and validated by insurance experts, this solution transforms unstructured policy data into actionable business intelligence.
Are your valuable commercial insights trapped in countless policy documents? What if you could transform that unstructured data into actionable business intelligence?
Introducing Policy Data Extract AI, the innovative solution that automatically extracts and structures data from your commercial policies, quotes, and binders. This powerful AI technology captures everything from standard policy information to complex schedules and forms covering 90% of P&C policy volume. With 99% accuracy, Policy Data Extract AI transforms hours of manual work into minutes.
Make data driven decisions with instant access to entire books. Strengthen carrier relationships with detailed portfolio insights. Free staff to focus on client advisory instead of data entry. Scale operations without adding headcount.
Join the leading insurance professionals who are already using Policy Data Extract AI to unlock the power of their policy data. Visit www.patracorp.com today to see how Policy Data Extract AI can transform your commercial lines operations.
Policy Data Extract AI solution overview
Policy Data Extract AI automatically identifies and extracts key data points, structures them for analysis, and returns the structured data to the user to manage and apply within existing systems, such as data lakes and business intelligence tools. Patra’s dedicated team of insurance experts validates all extracted data, ensuring accuracy and efficiency. As an added layer of protection, Policy Data Extract AI includes coverage for Patra’s E&O.
Advanced AI technology
Automated data extraction using Patra’s proprietary AI/ML technology
Flexible document intake
Multiple submission options including portal upload and direct retrieval
Comprehensive data extraction
Complete data capture across all policy types and lines of business
Expert validation
Human review by insurance experts ensures accuracy while maintaining efficiency
Data delivery
Data output can be downloaded from the portal or saved securely and directly in your systems

Transform insurance quote comparisons from hours to minutes
In today’s competitive insurance market, the ability to respond quickly to quote requests with professional, accurate comparisons is crucial for success. Quote Compare AI eliminates manual spreadsheet work while delivering unprecedented accuracy and presentation quality, enabling insurance organizations to win more business while reducing E&O exposure.
Still spending hours creating commercial insurance quote comparisons in spreadsheets? What if you could transform that process from hours to minutes while delivering more professional results?
Introducing Quote Compare AI, the innovative solution that automatically extracts and compares commercial insurance quotes, creating professional branded presentations instantly.
Watch as complex quotes from multiple carriers are automatically analyzed with every coverage detail, limit, and endorsement precisely compared. Patra’s AI technology ensures 99% accuracy while eliminating manual errors.
Respond to clients the same day instead of days later. Free producers to focus on selling, not spreadsheets. Win more business with faster, higher quality responses.
Join the leading insurance professionals who are already using Quote Compare AI to close more business and delight their clients. Visit www.patracorp.com today to see how Quote Compare AI can transform your quote comparison process.
Quote Compare AI solution overview
Intelligent automation
Advanced AI technology for rapid quote data extraction and comparison
Flexible output options
Multiple submission methods including portal upload and email
Multiple output options
Standardized, branded comparisons in multiple formats
Rapid turnaround
Quick processing enabling same-day response
Quality assurance
Expert validation ensuring accuracy and completeness
Schedule a call with our insurance process experts
Our team of experts can help across all facets of the insurance market and operations. Learn how AI can power your business into the future.
Frequently asked questions
Your data helps our AI understand insurance concepts, like recognizing what constitutes a “named insured” field, but it achieves complete anonymity through source disconnection. Think of it like instructing a student about grammar using sentences from many different books where the student learns the rules of language but can’t remember which book any sentence came from, even for the teacher.
Our AI platform is primarily built on proprietary technology, but we do leverage select third-party AI models through AWS Bedrock’s secure, private infrastructure. This means we can access advanced AI capabilities without your data ever leaving our secure AWS environment or being sent directly to external AI providers like OpenAI, Google, or Microsoft.
Patra maintains enterprise-grade certifications including:
– SOC 2 Type II (annually audited security controls)
– ISO 27001 (international information security management)
– Annual third-party security audits verify our data handling practices
We employ a multi-layered approach:
– Private cloud environment: All data processing occurs within Patra’s dedicated, isolated AWS infrastructure
– Complete source anonymization: Training data is randomly selected from our entire customer pool with zero record of which customer contributed what data
– Mathematical abstraction: Our trained models contain only mathematical patterns, not your actual text or data
This is technically impossible due to our AI architecture. Think of it as having a translator who can only work with the specific document placed directly in front of them. They cannot access, remember, or reference any other documents they’ve previously translated. Each translation session starts completely fresh with no memory of previous work.
The Patra AI Platform is built specifically for insurance operations, leveraging over 20 years of industry experience and millions of processed transactions. Our solutions combine sophisticated AI technology with deep insurance expertise, ensuring accuracy and relevancy for insurance workflows. The integration between our three AI-powered solutions creates a comprehensive platform that addresses the unique challenges of insurance document processing and analysis.
Organizations implementing Patra AI typically see dramatic improvements across key metrics: 75% reduction in policy checking time, 70% decrease in quote comparison time, and significant efficiency gains in data extraction. Most users report freeing up 12 hours per week per producer for revenue-generating activities. These improvements typically lead to 30% higher close rates and 40% growth in submission volume.
Our “Humans-in-the-Loop” approach combines AI technology with insurance professional oversight to ensure optimal results. Policy Checking AI features a 900+ point checklist, Quote Compare AI maintains accuracy across complex coverage comparisons, and Policy Data Extract AI achieves 99%+ accuracy in data extraction. This combination of technology and expertise delivers consistent, reliable results.
The Patra AI Platform enables scalable growth by automating time-consuming processes across your operations. Organizations can increase submission volume, enhance client service, and expand into new markets without proportionally adding staff. The combination of automated policy checking, data extraction, and quote comparison frees your team to focus on relationship building and strategic initiatives while maintaining accuracy and compliance standards.
Each Patra AI solution includes comprehensive training and ongoing support from our team of insurance professionals. We provide dedicated implementation managers, regular performance reviews, and continuous optimization guidance. Our support team has extensive insurance industry experience, ensuring they understand your specific challenges and can provide relevant, practical assistance when needed.