Experience maximum efficiency with artificial intelligence

Applying artificial intelligence to address real insurance challenges.

As an industry that depends heavily on the exchange of unstructured documents for quoting, binding, servicing, renewal, and back-office transactions, insurance is uniquely suited to the application of advanced automation technologies like artificial intelligence (A.I.), machine learning (M.L.), and Natural Language Processing (N.L.P.).

Experience the benefits of policy checking automation

PolicyChecking.AI automatically extracts and structures key policy data from unstructured policy documents, and compares the results between different versions of the policy – and with the data in your systems.

Comprehensive policy review

Leveraging Patra’s 900+ point policy checklist, discrepancies are quickly identified and shared via a color-coded report for account managers to easily scan and assess.

Data accuracy

Your dedicated Patra team updates the information in your AMS, ensuring every aspect of each policy is current and accurate.

E&O coverage

As an additional layer, Patra’s work is protected by its own E&O insurance.


See PolicyChecking.AI First Hand


Minimize the risk of policy discrepancies that can lead to serious E&O claims.

PolicyChecking.AI is the trusted policy checking solution leveraging A.I., M.L., and N.L.P. to bring unmatched quality and efficiency to the laborious task of policy checking. See how this powerful solution leverages deep insurtech experience in AI, data science, and insurance expertise to improve policy accuracy and risk mitigation.


working on a laptop with graphic workflows overlay

Industry standard workflows

Step-by-step policy checking workflow delivering consistent, scalable and high-quality output. With PolicyChecking.AI, all you need to do is send us an email and the rest happens automatically.

In 2024, Patra will introduce a SaaS version of PolicyChecking.AI for agencies that prefer to keep this work in-house, but still want to realize the benefits of our game-changing automation and workflow.

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Patra is here to help

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