Q&A with SVP of Product & Service Line Mgmt, Will Dogan

A. Patra directly addresses the industry’s staffing and growth challenges through our AI-powered solutions that fundamentally transform how agencies operate. Our data shows that agencies using Patra AI reduce policy checking time by up to 75%, and free producers to gain an average of 12 hours per week for client relationship building. This shift allows agencies to redirect valuable staff time from manual processing to revenue-generating activities, effectively solving both staffing efficiency and business growth challenges simultaneously.

A. The biggest obstacle we’ve observed is the challenge of maintaining operational efficiency while meeting evolving customer expectations for 24/7 service availability. Many agencies struggle with the traditional linear relationship between growth and resources – where scaling operations traditionally required proportional increases in staff. Our data indicates that agencies implementing AI-driven solutions are breaking this pattern, achieving 40-50% reductions in processing time while improving accuracy and customer service levels.

A. Within the NetVU community, our Policy Checking AI has emerged as the most utilized solution, particularly its ability to perform 900+ point checklist reviews while dramatically reducing processing time. Agencies appreciate how this solution seamlessly integrates with their existing workflows, while providing immediate, measurable improvements in efficiency and accuracy.

A. NetVU members could benefit significantly from greater utilization of our Policy Data Extract AI capabilities. This solution’s ability to automatically extract and structure critical information with 99%+ accuracy enables enhanced analytics and better decision-making. Many agencies are just beginning to tap into the potential of using this structured data for proactive client service and growth opportunities.

A. This year, we’re focusing on educating members about the transformative potential of integrated AI solutions. While individual solutions deliver significant benefits, the combination of policy checking, data extraction, and quote comparison capabilities creates a multiplier effect that can revolutionize agency operations. We’re particularly excited to share how agencies are using these integrated capabilities to achieve 30-40% decreases in operational costs while improving customer service quality.

A. With 20 years of dedicated service to the insurance industry, Patra’s leadership position stems from our deep understanding of insurance-specific operations combined with cutting-edge AI technology. Unlike generic automation solutions, our AI models are trained on millions of insurance documents and built on decades of insurance processing experience. This industry-specific expertise, coupled with our flexible implementation options and enterprise-grade security, ensures that we deliver solutions that truly address the unique challenges faced by insurance agencies.