Eliminate policy backlogs
Patra’s patent-pending policy checking workflow-based engine leverages natural language processing (NLP), machine learning (ML), and artificial intelligence (AI), to check documents and automatically extract data from source documents. It’s with innovation we help our clients manage a critical task more efficiently, making while maintaining high quality and accuracy.
Simplify your policy checking workflow
We can receive or retrieve policies in a number of ways. You can send policies and review documents via email, we can connect with your Agency Management System (AMS), or we can retrieve policies directly from carrier websites.
We check and verify policies against the AMS, designated review documents, and our agency-specific checklist. We can also bookmark policies for ease of use. We then clearly note discrepancies for your review.
We deliver your completed checklist to agency staff via email or AMS task assignment. We can also deliver policies to the insured party via email, if requested.