Insurance Policy Checking Services

Don't outsource your policy checking just anywhere — work with the industry leader in insurance services.

Policy Checking with Patra

You don’t have time for policy checking, but we do! Patra’s policy checking services are consistent, detailed, and easily accessible. We work around the clock and can check one policy, or hundreds at a time. We can even help you clear backlogs, allowing your staff to focus on more pressing and profitable tasks.

We deliver cutting-edge automation to unlock faster service and new possibilities for our customers.

Patra is the leading provider of tech-enabled services for the insurance industry. We continuously refine our products and services to deliver a reliable, seamless experience for our clients. We apply powerful artificial intelligence (AI) and machine learning (ML) tools to the formidable challenge of parsing lengthy policy documents to gain actionable insights and data. By automating aspects of the policy checking process, we make it faster and more accurate, a benefit to both you and your customers. And we continue to look for new opportunities to leverage the next generation of technology to improve our ability to serve the insurance industry.


Total Policies Checked


Standard, specialty & manuscript policy types



You don’t have time for policy checking —

but we do!

When policies are created or renewed, they should be checked for accuracy and consistency. If not, insurance agencies face tremendous risk—just one error could result in a claim against you, customer mistrust, and hours of backtracking to fix the problem.

Patra’s policy checking services do the work for you. Our services are consistent, detailed, and easily accessible. We work around the clock and can check one policy, or hundreds at a time. We can even help you clear backlogs, allowing your staff to focus on more pressing and profitable tasks.

Why do leading insurance agencies choose Patra for policy checking?

  • We free up time so you can focus on growth and revenue
  • We reduce risk exposure by accurately and efficiently comparing data points for discrepancies and reporting our analysis to you directly
  • We enable faster turnaround of documents and policies
  • We push the limits of today's insurance technology by applying AI and people expertise to our policy checking service, giving you confidence that your policies are accurate

Don’t just take our word for it.

Many customers are experiencing the
power of Patra.

"Our agency is consistently impressed by the quality and accuracy of Patra’s policy checking services. We especially appreciate Patra for correcting minor changes in our AMS, and for communicating so well when any questions arise."

Our policy checking process is efficient, accurate, and transparent.

Receive Policies

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 will review all documents and quickly reach out if we need additional information.

Check Policies

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.

Deliver Policies

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.

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We streamline policy checking with a detailed process.

To increase both efficiency and accuracy, we have developed a detailed policy checking process that is easy to implement and execute. We utilize a comprehensive checklist, allowing us to quickly reference applicable documents and note discrepancies. Our policy checking team can review annual renewals and automated policies, aiming to ensure that the policy accurately represents the coverages, limitations, exclusions and conditions that were intended and agreed to by both parties.

Over 570,000 policies checked annually

We have a proven workflow methodology prioritizing accuracy and accelerated processing. Policy checking requires insurance expertise, customization, and meticulous data comparison—that's what you get with Patra!

What documents can we check policies against?

You decide! Our policy checking process is flexible, meaning you can choose what source documents we check policies against. We can also help you determine the most efficient process for your agency.

We can check policies against:

  • Agency Management Systems
  • Prior Policies
  • Applications
  • Proposals
  • Endorsements
  • Bind Orders
  • And More!
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Our policy checking services are designed to increase accuracy and efficiency.

Failure to check policies and correct discrepancies may open up an agency to certain liabilities that may be costly and time-consuming to resolve. Our review process is thorough and in-depth, and has been refined over time to be highly effective and efficient. We aim to mitigate errors and even carry E&O insurance for our services. Our team will clearly point out discrepancies, which agency account managers can then review and fix. Your agency’s success is our priority.

Flexible policy checking solutions for Wholesalers and MGAs.

We accommodate the policy checking needs of Wholesalers and MGAs. Patra’s process is in depth and flexible, and you get access to a dedicated team available when needed. Our goal is to lead you to better work efficiency across the board.

What do you get with Patra? Policy checking made easy. Choose from one of two solutions:

Insurance Processing Patra OnDemand

  • Dedicated Patra team
  • Accurate and efficient review to catch discrepancies
  • Fast turnaround time
  • Scaled to your agency’s needs
  • Around-the-clock service
  • No hourly minimums, hidden fees, or long-term contracts

Small Account Solutions Patra Select

  • Dedicated remote account manager
  • Reduction in staff turnover
  • Integrated, white-labeled technology and support
  • Enhanced By Patra OnDemand teams

Want to learn more? Watch our webinar.

Get to know Patra, and all about our policy checking services, in our policy checking webinar!

Get comprehensive policy checking services with Patra.

Policy checking is critical, but often difficult for insurance agencies to manage on their own. With Patra, you get a partner who does the work for you. Our policy checking services are comprehensive, performed on request, thorough, and consistent. Don’t just outsource your policy checking—work with the industry leader so it’s done right.