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NEWS: Patra and to Bring AI Solutions to Insurance

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NEWS: Patra forms Solution Development Alliance

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WEBINAR: The Benefits of Outsourcing Your Policy Checking


PANEL: The Top Challenges Facing MGAs Today

Resource Library/Data Sheets/Process Feature: Policy Checking

Process Feature: Policy Checking

Solution Feature Policy Checking

Why Agencies Choose Patra for Policy Checking

Policy checking is an onerous process consuming your agency’s time and money – yet a vital one that can lead to serious E&O claims and backlogs when pushed to the back of a to-do list. This leaves  agencies challenged with having to prioritize between customer-facing support or dedicating time to checking policies.