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

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.

Man Working With Policy Checking AI Self-Service

Policy Checking AI Key Capabilities

Patra’s Policy Checking AI uniquely brings together advanced automation (AI/ML/NLP), best-in-class workflows, deep industry experience, a full-service, and self-service approach to advance the policy checking process. After checking millions of policies from the industry’s largest brokers and analyzing millions of outcomes, Patra defined the new industry standard, with quality, scalability and robustness beyond any solution offered today.

Discover Your Policy Checking Potential

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.

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 is backed by Patra’s E&O insurance.

Unlock the Insights in Your Policies

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.

Colleagues comparing data during a review

Quote Compare AI Solution Overview

Purpose-built for insurance professionals, Quote Compare AI automatically extracts key data points from quote documents, standardizes the information, and creates professional comparisons. Expert review ensures accuracy while maintaining speed, and the final output is delivered in your preferred format. The entire process is backed by Patra’s E&O insurance.

Elevate Your Quote Comparison Process

INTELLIGENT AUTOMATION

Advanced AI technology for rapid quote data extraction and comparison

FLEXIBLE OUTPUT OPTIONS

Multiple submission methods including portal upload and email

PROFESSIONAL OUTPUT

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.

Explore the Power of AI

Transform Your Operations with Patra AI Technology